Practice Management Senior Coordinator

Forvis Mazars, LLP • Atlanta, GA

2d • $51,000 - $102,000

About The Position

The Practice Management Senior Coordinator supports practice management and finance-related operations in collaboration with regional and practice unit leadership. The position contributes to accounts receivable, billing, cash receipts, client maintenance, time and expense review, and selected Workday processes. The role also monitors assigned workloads and task completion and follows applicable practice management procedures.

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a professional services network. The firm states that its 7,000+ team members provide assurance, tax, and consulting services to clients in all 50 states and internationally. It describes a flexible work environment and a total rewards program focused on employee growth and well-being. Benefits are eligibility-based and could include group health plan benefits, 401(k), profit-sharing contributions, flexible time off, and parental leave.

Requirements

• High school diploma or equivalent.
• At least 1 year of relevant experience.

Nice To Haves

• 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.

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, with guidance as appropriate.
• Monitor assigned workload and task completion and follow applicable practice management procedures.

Benefits

• Eligibility-based benefits could include group health plan benefits, 401(k), profit-sharing contributions, flexible time off, and parental leave.
• Flexible work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED