• Project Services Specialist Senior Associate

    Location US-FL-Fort Lauderdale | US-IL-Oak Brook Terrace | US-IN-South Bend | US-IN-Indianapolis | US-TN-Franklin
  • Company Overview

    Your Journey at Crowe Starts Here:

    At Crowe, you have the opportunity to deliver innovative solutions to today’s complex business issues. Crowe’s accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment to delivering measurable results that help clients build business value. Our focus on emerging technology solutions along with our commitment to internal career growth and exceptional client value has resulted in a firm that is routinely recognized as a “Best Place to Work.” We are 75 years strong and still growing. Come grow with us! 

    Position Summary

    Project Services Specialist - Senior Associate


    This position provides project support to the Audit business unit relative to the administration of reports using specialized software as well as assistance with other prospect and client deliverables. This position is responsible for subject matter expertise in the administration and training on specialized software including following consistent format standards and processes. This position requires extensive people, communication, project coordination, organizational and process skills; along with knowledge of the internal business practices and priorities to support multiple projects with a high level of focus on quality, accuracy and confidentiality in all work products. The position requires technical competence in Microsoft Word, Excel, PowerPoint, and other applications. Reports to the Project Services Leader and is a member of the Global Services Team.




    Project Services - Document Preparation, Proofing and Finalization

    • Support financial statements using specialized software to accomplish editing and formatting revisions and administer more complex customization of templates based on requirements.
    • Coordinate workflow and support on reports and facilitate through completion.
    • Develop, edit and format letters and other prospect and client deliverables.
    • Create, edit and format .pdf files and forms using Adobe Acrobat Professional.
    • Create and distribute various communications associated with report work and business processes.
    • Maintain an efficient filing system for documents in accordance with firmwide records system.
    • Research and document information using various Internet search engines and sites.
    • Coordinate the production of reports and documents, including scanning, photocopying, binding, assembly and delivery upon completion.
    • Use extensive knowledge of internal business practices and priorities to proactively respond to daily issues and requests.
    • Conduct training on processes and navigating in systems and work tools to maintain consistent practices.
    • Create/maintain processes, user guides and other work tools, including communicating updates and maintaining information on site for future reference.
    • Establish and encourage process improvement to provide effectiveness.                         
    • Provide assistance and help answer questions on processes, formatting and utilizing software, systems and work tools.
    • Utilize tracking systems to ensure all time and materials are recorded, project work and type are tracked, and project instructions and client interactions are fully documented.
    • Support various projects from start to finish using Microsoft software and other firm systems or web-based applications including working with others to ensure quality and timely completion and document management.


    Minimum Qualifications:

    • Five years or greater of project administration work experience in a professional services and/or consulting firm environment. 
    • Bachelor's degree preferred in business administration or related field or greater than five years of relative project administration experience required.
    • Intermediate knowledge in PowerPoint, Excel, Adobe Acrobat Professional, web-based applications, and database solutions is required along with the ability to quickly learn other programs and applications as needed. Expertise in using CaseWare and CaseView software is preferred.
    • Microsoft Word expertise with technical competence and experience formatting large-scale Microsoft Word documents using various styles with multiple page layouts, tables/charts/graphics and headers/footers is required.
    • Knowledge of financial and accounting terminology preferred.
    • User knowledge of office technology equipment such as videoconferencing, multi-functional devices and LCD projectors.
    • Experience conducting training sessions and creating associated materials focused on processes, standards and sytems/software application usage.
    • Highly effective and polished oral and written communication skills and competency in grammar and attention to detail.
    • Excellent project coordination and organizational skills with the ability to multi-task and prioritize to complete client work and projects.
    • Process oriented, highly organized, accurate, quality focused with the ability to handle and prioritize multiple projects to proactively respond and keep business leadership apprised of critical issues.
    • Excellent analytical skills to identify and report trends and make recommendations in collaboration with others.
    • Strong problem solving and technical troubleshooting skills with ability to apply logic to find solutions while learning and applying various ways in which to make revisions using software applications.
    • Strategic awareness and ability to bring ideation and efficiencies to projects and processes and champion efforts related to change management and operational effectiveness.
    • Ability to handle key assignments of confidential nature, exercise a high degree of discretion and maintain highly confidential information.
    • Ability to build strong working relationships at all levels, internal and/or external to the organization and respond to client service issues in a courteous and professional manner.
    • Ability to understand and strictly adhere to the brand and quality standards and procedures established by Crowe.
    • High energy level with excellent interpersonal skills and ability to function in fast-paced, high stress situations attributed to tight deadlines and multiple client needs or team needs.
    • Desire to leverage technology to solve business problems.
    • Ability to guide others on use of software, tool and process and utilize both technical and interpersonal skills to assist clients.
    • Demonstrate openness to new challenges and opportunities and continuous learning.
    • Reliable and dependable with an excellent attendance and punctuality record.

    Other Requirements

    • Able to work flexible hours and overtime based upon project work and peak busy times. Estimate an annual average of 5% overtime.

    The above statements are intended to describe the essential job functions and level of work performed by individuals assigned to this classification.  They are not to be construed as an exhaustive list of all duties performed by personnel occupying this position.



    About the Team:


    Global Services (GS):  Global Services (GS) executes strategies to create an exceptional client experience, greater synergy and high quality support to our people across the firm through a connected group of individuals who are deeply specialized in the areas of office operations, business support, project services, production, real estate, travel and tax processing; aligned geographically or globally.


    Our Benefits:

    At Crowe, we know that great people is what makes a great firm. We value our people and offer employees a comprehensive benefits package.

    Learn more about what working at Crowe can mean for you.


    How You Can Grow:

    We will cultivate your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach who will guide you in your career goals and aspirations.

    Learn more about where talent can prosper.


    More about Crowe:

    Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.




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