Personnel-Partner-Equity-Opex Accounting Senior Manager

Multiple Locations: Charlotte, NC, USA • Springfield, MO, USA • Woodbury, NY, USA

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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: 2236156

Position Title:

External Description: Description & Requirements

We are seeking a detail-oriented and highly skilled Personnel-Partner-Equity-Opex Accounting Senior Manager with experience in Workday Financials to join our growing finance team. This individual will be leading the Personnel - Partner - Equity and Operating Expenses accounting team within the National Office Accounting Department and is responsible for overseeing the day-to-day operations, ensuring accurate financial reporting, managing key accounting processes within our Workday Financial system and managing personnel on the team.

What You Will Do:

  • Oversee, enhance, approve and verify the accounting business processes for:
  • Personnel Related Costs
    • Employee Salaries
    • Benefits
    • Incentives & Bonuses
    • Related accruals
  • Employee Advances & Employee Expenses Payable
  • Recruiting Expenses
  • Professional Development
  • Partner Related Costs
    • Partner Payments
    • Partner Receivables and Payable
    • Partner Termination Benefits
    • Work Closely with the Partner Matters Team
  • Equity Transactions and Reconciliation
  • Operating Expenses
  • Technology Costs and associated Prepaid Expenses
    • Insurance
    • Other Prepaids and Accrued Expenses
    • Purchase Cards - accounting, posting and reconciliation
    • Practice Development
    • Business Licenses Expense
    • Professional Fees
    • All Other Operating Expenses
    • FX Remeasurement
    • Intercompany / Inter-Region
    • Legal Entity Accounting
    • Acquisition / Merger Integration
  • Establish and maintain verification and review procedures to ensure business processes yield appropriate results on a routine basis.
  • Establish and maintain monthly close procedures for accounting business processes noted above.
  • Establish and maintain reconciliations and specific analysis for accounting business processes noted above.
  • Validate and approve all Workday dimension and account posting rule changes for accounting business processes noted above.
  • Integrate acquired, merged and new businesses into accounting business processes noted above.
  • Prepare documentation and create standardized accounting procedures.
  • Design and implement account reconciliation applications in coordination with the overall Finance goal of automating reconciliations and using modern day apps for sign off and validation.
  • Using firm resources, internal training and external training, establish appropriate use of AI agents to assist with accounting business processes noted above.
  • Prepare budget information for certain accounting business processes on an annual basis in coordination with FP&A team and Managing Partners.
  • Maintain a superior working knowledge of business processes, security, account posting rules and dimensions for accounting business processes noted above.
  • Validate and approve all Workday dimension and account posting rule changes for accounting business processes noted above.
  • Design and validate reports for accounting business processes noted above.
  • Establish individual and team goals for improving Workday knowledge and business processes.
  • Validate bi-annual release changes and implement necessary adjustments for accounting business processes noted above.
  • Collaborate with multiple teams to support Workday functionality and optimize workflows for efficient financial operations.
  • Leverage the platform to streamline accounting processes and improve efficiency.
  • Foster a collaborative, efficient, and change-ready culture within the accounting team by mentoring members, promoting ownership, and ensuring precision aligned with Forvis Mazars guidelines.
  • Partner with cross-functional teams (ERP, Treasury, FP&A, Real Estate, HR) to deliver financial insights that support business decisions.

Minimum Qualifications:

  • Bachelor's Degree
  • 8+ years of relevant accounting experience with an advanced understanding of Generally Accepted Accounting Principles (GAAP)
  • Proficient in Workday Financials, including project and revenue accounting
  • Advanced expertise in Microsoft Excel
  • Certified Public Accountant

Preferred Qualifications:

  • Master's Degree
  • 10+ years of relevant accounting experience

#LI-DNI

New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, 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.

New York Salary Range:

NY Minimum Salary (USD)

$ 126,900

NY Maximum Salary (USD)

$ 263,500

City: Charlotte

State: North Carolina

Community / Marketing Title: Personnel-Partner-Equity-Opex Accounting Senior Manager

Location_formattedLocationLong: Charlotte, North Carolina US

CountryEEOText_Description:

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.