Demo

Finance - Practice Management Senior Associate

FORVIS
Springfield, MO Full Time
POSTED ON 1/26/2025
AVAILABLE BEFORE 4/26/2025

Requisition Number2234358 Description & Requirements

The Practice Management Senior Associate is primarily responsible for supporting the STAR Practice Management system in the Firm's Finance department. The senior associate will assist with user support requests of the firm's practice management system by delivering reliable, high-quality email support and perhaps some data analytics. You will handle weekly timesheet review for the National Region, some high-level firm-wide review, ensures prompt collection, review, and filing of timesheets and expense receipts, and the integrity of timesheet data prior to weekly WIP processing.

This is a highly detailed position that requires strong adherence to quality control standards. A positive attitude and the ability to work in a team environment as well as independently is a must. Requirements of this position include the ability to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure, while remaining flexible, proactive, resourceful, and efficient, with a high level of professionalism. Confidentiality is crucial to this role, and the candidate must be able to maintain and protect confidential matters. Advanced-level written communication skills and knowledge of Microsoft Office suite are equally important. Advanced Excel skills are a must.

How you will contribute :

  • Oversee daily activities of the PM Support inbox, monitor end user requests ensuring consistent data integrity guidelines are followed and communicated to users, and are of a nature consistent with the Firm's policies, procedures, and culture
  • Timely weekly collection and review of timesheets and expense submissions, including receipts
  • Weekly creation of new hire and rehire billing rates in the PM system using standardized, predetermined Firm rate cards
  • Demonstrate the highest degree of professional standards and strict confidentiality in matters that require discretion
  • Complete special projects as assigned

We are looking for people who have Forward Vision and :

  • Attention to detail and strong organizational skills while working under deadlines
  • Prompt, reliable, and dependable
  • Pleasant and approachable demeanor with ability to handle interruptions
  • Willingness to cross train and work as part of a team
  • Requires meticulous attention to detail as well as strong communication skills
  • The ability to prioritize and consistently meet deadlines in a fast-paced, sometimes stressful, environment is essential
  • Strong problem-solving and resolution ability who is committed to implementing a high standard of quality control
  • Solid professional demeanor and proven organizational skills are essential
  • Ability to learn and apply accounting reporting principles is desired
  • Minimum Qualifications

  • Associate's Degree or Trade or technical school
  • 3 years or more of related experience
  • Advanced knowledge of various Microsoft applications and Excel functionality / formulas
  • Advanced proficiency in Microsoft Word, Outlook, PowerPoint, and Adobe
  • Preferred Qualifications

  • Bachelor's Degree
  • 5 years or more of related experience
  • LI-KCMO, #LI-STL, #LI-SGF

    LI-AQ1

    With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

    We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

    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, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

    Forvis Mazars, LLP is an equal opportunity / affirmative action employer. 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 unsolicited referrals and / or resumes 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 agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.

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