Location: United States, Ohio, Cleveland Count on us. Our management consulting team focuses on our clients' critical business needs. From strategy to operations and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have a privilege of serving clients and providing consultative services as they face challenges and seek new opportunities. What does diversity, equity, and inclusion mean to Plante Moran? It means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Your role. Your work will include, but not be limited to: Assist in the preparation of Excel schedules; including input of specific data points Develop and/or maintain Excel-based benchmarking reports Create and/or review reports for final presentations including graphics Generate system reports and assist staff in preparing deliverable packages for clients Organize and maintain a list of clients, tracking tools, and correspondence in CRM system Assist in the preparation of proposals and engagement letters to clients Research on industry trends and maintain benchmark data for the senior living industry Assist in the preparation of marketing materials including industry presentations, white papers, etc. Monitor and create invoices for senior living consulting practice area Other duties as assigned The qualifications. Minimum of an Associate degree in accounting or business-related field Strong technology-based skillset in Microsoft applications Ability to work independently in a non-routine environment Attention to detail and sense of urgency Demonstrated ability to manage multiple projects at the same time effectively Superior oral and written communication skills and a focus on client service, together with the ability to exercise independent judgment, and initiative while maintaining high confidentiality Superior data entry and alpha/numeric skills Qualified individuals must either reside in Northeast Ohio or be willing to relocate to the area for this opportunity Our difference. On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. This is an non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities i