Practice Management Senior Coordinator

Forvis Mazars, LLP

Orlando (FL)

Sur place

USD 50 000 - 70 000

Plein temps

Il y a 7 jours
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Résumé du poste

Forvis Mazars, LLP is seeking a Practice Management Senior Coordinator to support practice management and finance-related operations across multiple locales, including Florida and surrounding states. You will contribute to accounts receivable, billing, cash receipts, client maintenance, and Workday processes, coordinating with regional leadership to ensure accurate time, expenses, and invoicing.

The role requires strong attention to detail, ability to manage multiple tasks, and proficiency in

Qualifications

  • High school diploma or equivalent is required.
  • Minimum of 1 year of relevant experience.

Responsabilités

  • Review and approve CER requests including client maintenance.
  • Process and send AR statements, refunds, and adjustments.
  • Assist with cash receipts and resolve unallocated payments.
  • Support time and expense review and billing, including drafting client invoices.
  • Perform PCard reconciliation and AP invoice entry in Workday.

Connaissances

Accounts receivable
Billing
Cash receipts
Time tracking

Formation

High school diploma or equivalent

Outils

Workday
Excel
Word

Description du poste

US-FL-Orlando, US-FL-Tampa Bay, US-GA-Atlanta, US-NC-Greensboro, US-NC-Raleigh, US-SC-Charleston, US-SC-Greenville, US-VA-Richmond, US-VA-Tysons

Working time

Full Time

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:
  • 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 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.

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.

Virginia Wage Transparency

Pursuant to Virginia's Equal Pay Law, the salary range displayed is for the Virginia market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

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