- Design and program templates, financial statements, reports, schedules, and notes
- Manage the creation, editing, and storage of templates, documents and financial statements within CaseView
- Ensure that files are organized, versioned, and easily accessible to authorized user
- Establish mapping structure
- Develop training and reference materials.
- Provide training and support to employees who use the CaseView software, ensuring they understand how to use it effectively and efficiently
- Communicate any recommended changes and updates to QC team and Service Line leads before release
- Maintain detailed documentation of system configurations, user guides, and troubleshooting
- Previous experience in system administration, preferably with CaseView or similar document management software
- Proficiency in CaseView software, as well as other relevant software and technologies. Knowledge of database management, document management, and data security is important
- Proven ability to master new formula-based programming collections
- Strong problem-solving and analytical skills to troubleshoot and address issues efficiently
- Excellent communication and interpersonal skills to train end-users and collaborate with other departments
- Keen attention to detail is crucial to ensure the accuracy and compliance of documents and financial statements
- Effective organization and time management skills to handle multiple tasks and projects simultaneously
- Familiarity with industry-specific regulations and standards, such as legal or accounting requirements
- Ability to adapt to changes in software, technologies, and business processes
CaseView Administrator - Ahmedabad, India - Sikich India
Description
Sikich is seeking a CaseView Administrator with 1-4 years of related experience. The candidate will be responsible for managing and overseeing the CaseView software system within the organization.
About the firm
Sikich LLP is a global company specializing in technology-enabled professional services. With more than 1,700 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and ranks as one of the largest CPA firms in the United States. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services* and products to help them improve performance and achieve long-term, strategic goals.
Job Responsibilities
Requirements for Successful Candidate
Why join us?
Family Health Insurance including parents
Life & Accident Insurance
Maternity/paternity leave
Performance-based incentives
Referral Bonus program
Exam Fee Reimbursement Policy
Indian festival holidays
5 days working week
Meals facility
Doctor's Consultation