Plante Moran

Financial Planning and Analysis

• Serve as the primary technical expert for Workday Financials and PSA.
• Act as a trusted advisor to our functional SMEs, providing technical support for day-to-day activities and enhancement initiatives.
• Participate and provide technical leadership in all phases of new deployment projects from discovery and planning through implementation and support.
• Collaborate with functional and technical teams to gather requirements and translate them into scalable solutions.
• Identify strategies, risks, and options for recommended solutions.
• Provide technical leadership, mentorship, and knowledge sharing to cross-functional teams.
• Provide Workday technical support to the Product Managers and Product Owners as needed for development of the product roadmap.
• Collaborate with the Workday HR Technical Lead to develop and maintain a Workday implementation playbook, including standardized processes and templates to be used on all significant deployment projects.
• Lead project teams in the execution of this playbook in Financials and PSA specific Workday projects.
• Provide technical support to the functional SMEs during regression testing of Workday’s semi-annual releases.
• Initiate, track, and follow up on support requests with Workday and third-party partners.
• Participate in and drive continuous improvement initiatives.
• Maintain required documentation, including design documents, release notes, and support processes.
• Attend relevant trainings, webinars, and conferences to stay current on new and updated features, functionality, and best practices to apply to the Firm’s Workday platform.
• Build and maintain a network of peers in the Workday ecosystem.

Workday Financials Manager

Billing Specialist

• Manage, train, and supervise a team of billing specialists to ensure efficient and accurate invoice creation.
• Review and correct invoices timely and accurately.
• Take ownership of billing procedures, addressing difficult billing matters.
• Resolve any issues that may arise from invoice creation.
• Manage multiple client and biller relationships.
• Assist with client account reconciliations.
• Closely monitor work in process (WIP) for timely and accurate invoice creation.
• Collaborate with other departments to ensure appropriate billing activities.
• Support data clean-up efforts in our practice management system.
• Communicate effectively with staff throughout all levels of the organization.

Centralized Billing Team Lead

Manager

• Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates
• Prepare and review materials for Trust Administration and Trust Investment Committees
• Maintain regular and proactive contact with grantors, beneficiaries, legal counsel, financial advisors, and other interested parties
• Collaborate with a dynamic team to oversee and coordinate holistic services provided to clients
• Build and maintain strong relationships with clients by demonstrating empathy and understanding
• Engage in practice development, client expansion, and cross-serving to grow the practice
• Contribute to the internal management of the organization through participation in specified initiatives and projects

Trust Manager

Accounting Manager

• Assist in the preparation of financial accounting projects
• Complete monthly financial statement close process
• Perform data collection and analysis for senior care and living projects
• Prepare Medicaid and Medicare cost reports for various provider types

Senior Accounting Consultant

Project Manager

• Provide program leadership by working with existing clients
• Collaborate directly with clients to oversee multiple vendors and client stakeholders
• Advise on program risks and develop risk mitigation strategies
• Offer guidance on best practices and industry standards for contracting methods, program scheduling, and budget decisions
• Provide advice on issue resolution in line with project objectives
• Interact, coordinate, and communicate effectively with all levels of client management and support staff
• Review vendor invoices, billings, and pay applications to ensure compliance with the program budget and lender procedures
• Evaluate design and construction issues throughout construction of the program
• Prepare and deliver presentations to clients as requested

Construction Project Manager

Human Resources

• Work collaboratively with a team to ensure various HR processes, tasks, reports, and documents are completed with high quality and within deadlines.
• Dedicate a portion of time to supporting the Compensation & People Analytics teams, assisting with compensation cycles, data requests, and reporting needs while helping ensure accuracy and consistency across HR data and processes.
• Leverage technical skills (e.g., Excel and other data tools) to analyze and organize people data, support reporting dashboards, and contribute to insights that inform compensation and broader HR decision-making.
• Facilitate resolution of the HR Helpdesk requests by liaising between HR specialty areas (recruiting, training, compensation, benefits, diversity, equity, inclusion, performance management, and compliance) and non-HR staff.
• Assist with various tasks related to our campus and experienced hire recruiting processes, including but not limited to interacting with candidates and our staff to invite, schedule and coordinate interviews and visits, prepare offer letters, and manage applicant tracking system data.
• Support our internship program by coordinating meetings and events, collecting feedback, and compiling survey results.
• Support our learning & development team by curating content, setting up training courses in our learning management system, processing CPE credits, and providing onsite support at training events.
• Update and maintain HR data systems, including human capital management, learning management, performance management, applicant tracking, and electronic personnel files.
• Support onboarding and offboarding processes.

Human Resources Coordinator

Recruitment

• Full cycle recruiting position responsible for sourcing accounting, finance, and various business advisory professionals
• Collaborate with Hiring Partner(s) and Manager(s) to understand service area and recruiting needs
• Create a comprehensive networking and sourcing plan
• Conduct behavioral based and technical interviews
• Facilitate the assessment and selection process with the identified interview teams
• Present offers and complete the recruiting cycle by ensuring a successful onboarding experience
• Build and maintain relationships within the business areas you support, candidates, and team

Senior Recruiter

• Providing financial staffing and related consulting support to municipalities
• Assisting our municipal clients with their accounting and finance functions, including bank reconciliations, budget development, financial close reporting, and preparation for annual audit, and related support
• May review data regarding cash (including cancelled checks, bank statements, electronic remittances), investments, receivables, capital assets, liabilities, equity, revenues and expenses
• Drafting financial reports, including periodic budgets to actual schedules, and annual financial statements with related disclosures
• Verifies, allocates, and posts details of municipality transactions to subsidiary accounts in journals or computer files from documents, such as bank statements, invoices, receipts, check stubs, and computer printouts
• Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, documenting municipal transactions
• Working independently or in teams to improve client accounting operations, including drafting policies and procedures
• Analyzes financial information detailing assets, liabilities, and equity, and prepares balance sheet, statement of revenues and expenditures, and other reports to summarize current and projected financial position
• Collaborating with other consultants and clients for continuous improvement recommendations
• Supervision and training of junior staff members
• Training and development opportunities for professional, personal, and technical growth
• Monthly billings to customers

Senior Consultant – Outsourced Accounting, Public Sector

Product Marketing

• Execute campaign, content and event strategies across industry and service line verticals
• Be the point of contact for assigned campaigns and marketing programs
• Initiate the creation of content, event execution and activation
• Collaborate with cross-functional marketing team, internal stakeholders, and external partners
• Coordinate and facilitate task execution using a variety of marketing technologies and project management tools
• Aids in planning and implementation around assigned events and sponsorship projects from initiation to reporting
• Create and edit content for marketing campaigns, including promotional copy and image selection
• Support implementation of multi-channel campaigns to engage audiences
• Track success of marketing campaigns and make recommendations for improvement
• Facilitate distribution of digital communications and maintain expert knowledge of CRM

Marketing Coordinator – Go-To-Market

Collections

• Engage in collections operations
• Analyze major accounts and review for complex collection activities
• Analyze large engagements and aged WIP balances for timely billing
• Develop and implement record-keeping systems, forms, policies, and procedures
• Identify and resolve problems and inconsistencies, suggesting corrective procedures
• Communicate and coordinate accounting policies with managers, vendors, clients, and the public
• Adhere to all collection policies, procedures, and KPIs
• Contact credit sources, ensuring credit packages or client's financial status is complete