Practice Management Senior Coordinator

Forvis Mazars US; Greensboro (NC); On-site; USD 42,000 - 70,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Practice Management Senior Coordinator to support finance-related operations in collaboration with regional leadership. The role handles accounts receivable, billing, cash receipts, client maintenance, time and expense review, and selected Workday processes.

Responsibilities include reviewing CER requests, processing AR statements, assisting with cash receipts, drafting client invoices, and performing Workday-related AP processing.

Qualifications

• High school diploma or equivalent
• 1 year of relevant experience
• Associate's degree preferred
• 1–3 years of relevant experience preferred
• Experience with accounts receivable processes, including client statements, refunds, and adjustments
• Basic experience with Workday purchase card reconciliation or accounts payable invoice entry
• Working knowledge of Microsoft Excel and Word
• Ability to organize and prioritize multiple assignments and meet deadlines

Responsibilities

• Review and approve CER requests, including client maintenance
• Process, review, and send client accounts receivable statements, refunds, and adjustments
• Assist with cash receipts, including resolving unallocated payments and researching client payments
• Support time and expense review and billing activities, including drafting and proofreading client invoices
• Perform purchase card reconciliation and accounts payable invoice entry in Workday
• Monitor assigned workload and task completion and follow applicable practice management procedures

Skills

Organization & prioritization

Time management

Attention to detail

Education

Associate's degree

Tools

Workday

Microsoft Excel

Microsoft Word

Job description

Requirements

Description & Requirements

The Practice Management Senior Coordinator supports practice management and finance-related operations in collaboration with regional and practice unit leadership. The role contributes to accounts receivable, billing, cash receipts, client maintenance, time and expense review, and selected Workday processes.

What You Will Do

• Review and approve CER requests, including client maintenance.
• Process, review, and send client accounts receivable statements, refunds, and adjustments.
• Assist with cash receipts, including resolving unallocated payments and researching client payments.
• Support time and expense review and billing activities, including drafting and proofreading client invoices.
• Perform purchase card reconciliation and accounts payable invoice entry in Workday, with guidance as appropriate.
• Monitor assigned workload and task completion and follow applicable practice management procedures.

Minimum Qualifications

• High school diploma or equivalent
• 1 year of relevant experience

Preferred Qualifications

• Associate's degree
• 1 to 3 years of relevant experience
• Experience with accounts receivable processes, including client statements, refunds, and adjustments
• Basic experience with Workday purchase card reconciliation or accounts payable invoice entry.
• Working knowledge of Microsoft Excel and Word
• Ability to organize and prioritize multiple assignments and meet deadlines

About

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers .

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. Know Your Rights

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.