Finance Coordinator

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, 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, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS 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 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.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2232011

Position Title:

External Description: Description & Requirements

As a Finance Coordinator, you will be responsible for providing accurate and timely completion of billing as assigned, ensuring that all tasks are done in accordance with Firm or client billing guidelines or policies.

Coordinating client invoicing and electronic billing through a multitude of client systems, you will handle a wide variety of complex adjustments to PDF and electronic bills, interpret and respond to report/information requests from attorneys, legal administrative assistants, clients, and others. Also, you will understand firm and client processes, guidelines and policies, and reporting capabilities to support senior management in business planning.

Our team prepares, coordinates, and administers the financial records in concert with engagement management and responsible parties to ensure accuracy and timeliness of all billing/invoicing. We review and understand engagement records as it is critical in the success of a finance coordinator and will aid in contributing to enhancements of our current processes. In addition, reviewing an engagement record in detail is pertinent in analyzing potential variances in time and expenses., The ability to serve as both an operations and compliance team allows the Consulting practice employees to rely on our skillful team and our records management systems we have developed over the years.

How you will contribute:

• Set up new projects and monitor the status of existing projects in our accounting system
• Collect all required project documentation and maintain detailed contract files per Quality Assurance Policy
• Maintain accurate accounting records and ensure client questions and issues are tracked and resolved timely
• Maintain project budget, change orders and other contract modifications, approvals, and any additional services related to billing
• Administer progress bills and cross bills as required based on the engagement employee makeup and other practice units.
• Gather, analyze, & process project bills for assigned clients weekly, monthly or as required with appropriate supporting data (timesheets, expenses, sub-contractors, other docs), ensuring accuracy, timeliness, and adherence to client billing guidelines
• Resolve billing discrepancies and issues promptly and efficiently
• Monitor and enforce billing policies and procedures, ensuring adherence to established guidelines and best practices
• Accounts receivable tracking, monitoring and follow up through internal systems and external e-billing platforms such as Ariba, Fieldglass, Beeline, and VNDLY
• Communicate and resolve weekly timesheet reconciliation issues using internal and external timesheet reporting platforms

We are looking for people who have a forward-looking vision and

• Ability to work as a team player and succeed in a team environment, but also work independently and be a self-starter
• Willingness to analyze and problem solve independently
• Professional demeanor towards duties and responsibilities, particularly regarding attendance, confidentiality, professional ethics, the exercise of professional judgement, and adherence to Firm policy
• Effective computer skills to input and use accounting system in a timely and efficient manner, especially excel
• Great client service skills, including proficient written and verbal communication skills, patience, and empathy
• Strong organizational, time management, and interpersonal problem-solving skills are critical; as well as attention to detail
• Ability to work on multiple tasks with regular interruptions
• Must be reliable, engaged, flexible, and able to meet deadlines

Minimum Qualifications:

• A high school diploma or equivalent is required; an associate degree or higher in Finance or another related field is preferred
• Two years of related experience, preferably with a professional services firm
• Understanding of accounts receivable, accounts payable, and accounting processes
• Highly proficient in MS Office products (Excel, Word and Outlook), with particular emphasis on Excel skills
  

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City: Charlotte

State: North Carolina

Community / Marketing Title: Finance Coordinator

Location_formattedLocationLong: Charlotte, North Carolina US

CountryEEOText_Description:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

FORVIS, 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's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS 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 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.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.