National Association of State Boards of Accountancy

General

• Process applications for CPA Examination Services, NASBA Licensing, and NASBA’s International Evaluation Services
• Process applications for candidates and stakeholders
• Receive incoming mail via carrier or electronic submission
• Match documents accurately and promptly to the respective applications
• Acknowledge and check in new applications
• Search for documents received before application submission
• Send outgoing emails to candidates about incomplete applications
• Track and log outgoing incomplete emails
• Open and scan incoming mail
• Name transcript PDFs using standard naming conventions
• Download and save electronic transcripts
• Match individual documents with candidate applications
• Update application statuses and resolve queue items according to department procedures
• Analyze and prepare international documents for NIES applications according to country-specific procedures
• Protect customers’ personally identifiable information (PII)
• Adhere to documented policies and procedures
• Attend and participate in required training
• Participate in NASBA-related and team events
• Collaborate with NASBA departments, employees, boards, candidates, and external stakeholders
• Perform other duties assigned by the manager

Application & Document Coordinator

Director

• Serve as a trusted advisor and operational extension of the Chief Information Officer
• Translate technology strategy and executive priorities into roadmaps, initiatives, governance, and measurable outcomes
• Lead NASBA's enterprise data and analytics capabilities, including data strategy, governance, quality, architecture, platforms, trusted data products, reporting, and decision support
• Advance responsible AI adoption by identifying use cases, guiding evaluation and prioritization, coordinating delivery, and supporting governance, privacy, cybersecurity, compliance, and organizational readiness
• Establish and mature enterprise workflow and process automation capabilities
• Partner with business leaders to redesign processes, define success measures, manage change, and ensure adoption and measurable outcomes
• Provide day-to-day leadership for the ITO operating model and outsourced technology providers
• Lead vendor ITO management, including service performance, governance, escalation, risk management, financial stewardship, contracts, and continuous improvement
• Hold vendors accountable for commitments, deliverables, quality, timelines, transparency, documentation, knowledge transfer, and business value
• Coordinate cross-functional technology initiatives and dependencies across teams, stakeholders, contractors, consultants, and service providers
• Develop business cases, investment recommendations, roadmaps, budgets, forecasts, performance indicators, and executive updates
• Establish governance, intake, prioritization, delivery, and value-realization processes
• Promote reusable capabilities, standards, documentation, training, and knowledge sharing
• Monitor emerging technology and industry practices
• Represent Information Technology in enterprise planning, governance forums, vendor meetings, and cross-functional activities
• Provide leadership and oversight for assigned employees, contractors, consultants, and external partners
• Perform other duties as assigned

Application & Document Coordinator

Associate Director, IT