Document Specialist - Finance Statement Associate

V2 Solutions; Kolkata District; On-site; INR 300,000 - 520,000; Full time

Job summary

V2 Solutions in Kolkata is seeking a Finance Statement (Document Specialist) with 2–4 years of experience. A Bachelor’s degree or equivalent is required, along with strong English communication, MS Word/Excel proficiency, and document production experience.

The role emphasizes quality, accuracy, and timely delivery in a fast-paced team. The candidate should work independently when needed, ensure deliverables meet standards, and be comfortable with MS Office suite, including Office 365, for

Qualifications

• Bachelor's degree or equivalent required.
• Excellent communication skills, strong English (C1 level) preferred.
• Minimum 1 year of experience in supporting a fast-paced team and document production.

Responsibilities

• Produce and format financial statements with accuracy and timeliness.
• Maintain templates, styles, and document quality standards across documents.
• Proofread, edit, and standardize documents; ensure proper branding and formatting.

Skills

Word formatting

Templates & styles

Headers/Footers

Tables

TOC/Indexes

Mail merge

Track Changes

Proofreading

Document size management

PDF prep

Macros

Excel data entry

Data validation

Spreadsheet formatting

Excel formulas

Data sorting

PivotTables

Hyperlinks

Conditional formatting

Data cleaning

Sheet protection

Data import/export

Macros (basic)

Print setup

Education

Bachelor's degree or equivalent

Tools

MS Word

MS Excel

MS Office 365

Job description

Job Title - Finance Statement (Document specialist) Experience - 2 to 4 years Location - Kolkata

Job Description Bachelor's degree or equivalent Excellent communication skills (both written and verbal). Minimum C1 Level of English Language required. This role is best suited to an individual who has preferably minimum of 1 or more years of relevant experience supporting a fastpaced team and document production experience Superior knowledge of MS Office suite (Word and Excel) and Microsoft Office 365 Associate 2 - 1 year to 3 years of professional experience in Financial Statements related work. Ability to work independently or with very little supervision. Ensuring high standard of quality in deliverables and being proactive and ensuring timely completion of assigned work.

Skills for a Document Specialist (MS Word and MS Excel)

• Microsoft Word Advanced document formatting and layout
• Creating and modifying templates, styles, and themes
• Headers, footers, page numbering, and section breaks
• Tables, columns, rows
• Table of contents, indexes, captions, and cross-references
• Mail merge, labels, and form letters
• Track Changes, comments, and document comparison
• Proofreading, editing, and document standardization
• Managing large and complex documents
• PDF conversion and print-ready document preparation
• Basic macros
• Microsoft Excel Accurate data entry and data validation
• Spreadsheet formatting and template creation
• Formulas and functions, including IF , SUMIF , COUNTIF , XLOOKUP , and INDEX/MATCH
• Sorting, filtering, and removing duplicates
• Tables, charts, and PivotTables
• Handling internal links across different worksheet or other workbooks
• Conditional formatting
• Data cleaning
• Workbook and worksheet protection
• Importing and exporting data
• Basic macro knowledge
• Print setup and professional spreadsheet presentation

General Document-Specialist Skills

• Strong attention to detail and accuracy
• Typing and proofreading proficiency
• File organization, naming, and version control
• Document quality assurance
• Ability to follow branding and formatting guidelines
• Time management and ability to meet deadlines
• Written communication and collaboration
• Troubleshooting document-formatting issues