Business Document and Data Specialist

PYA P C; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career advancement opportunities

Job summary

PYA is seeking a Business Document and Data Specialist to join its Revenue and Compliance Advisory team. The role focuses on producing and editing client-facing reports, with strong data preparation and Excel support to drive accurate analyses.

The candidate should have 3+ years in administration, paralegal, paraprofessional or data analysis roles, and advanced MS Office skills, especially Word and Excel. A high-volume, deadline-driven environment is expected.

Qualifications

• Advanced proficiency in Microsoft Word and Excel.
• Ability to apply business rules, identify exceptions, and draw logical conclusions from data.
• Detail-oriented with ability to prioritize and meet deadlines with varying tasks.

Responsibilities

• Produce, edit, format and finalize client-facing reports, proposals and presentations with high quality and branding.
• Prepare data, clean and validate datasets, and support analyses with formulas, PivotTables and schedules.
• Coordinate workload, document processes, and support templates, workflows and tools to improve production consistency.

Skills

Word

Excel

Data analysis

Attention to detail

Tools

Microsoft Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Business Document and Data Specialist

Full Time Atlanta, GA, US

PYA is seeking a Business Document and Data Specialist to join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation. Key responsibilities of this Revenue and Compliance Advisory teammate include:

• Document Production, Editing & Quality Review
  • Prepare, edit, format, and finalize client-facing reports, proposals, presentations, and related deliverables
  • Review work products for accuracy, consistency, readability, branding, and overall professional quality
• Excel Production, Data Preparation & Analytical Support
  • Clean, validate, organize, and maintain data used in reports, analyses, and client deliverables
  • Create and modify formulas, tables, pivot tables, and supporting schedules to improve data usability and reporting
  • Identify data inconsistencies, structural issues, and potential errors, documenting assumptions or limitations as needed
• Other Production, Coordination & Department Support Duties
  • Manage a high-volume workload by prioritizing requests, clarifying incomplete instructions, communicating status, and coordinating with team members to meet competing deadlines
  • Support department projects and continuous improvement by maintaining organized materials, documenting processes, and identifying opportunities to improve templates, workflows, tools, and production consistency

REQUIREMENTS

• 3+ years of administrative, paralegal, paraprofessional, data analysis or related experience with a firm or corporation preferred
• Advanced level proficiency in Microsoft Office Suite required, with an emphasis in Word and Excel
• Ability to apply business rules, identify exceptions, recognize patterns, and draw logical conclusions from data
• Detail-oriented work ethic with a demonstrated ability to establish priorities and meet deadlines when faced with multiple/competing tasks

ABOUT PYA

PYA, a leading professional services firm, serves clients across the United States with expertise in consulting, accounting, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. Learn more about The PYA Way.

WHY JOIN PYA

• Be part of a dynamic and collaborative team that values innovation and excellence
• Work with industry leaders who are committed to professional growth and client success
• Competitive compensation, comprehensive benefits, and opportunities for career advancement