Forvis - Charlotte, NC

posted 3 months ago

Full-time - Mid Level
Charlotte, NC
5,001-10,000 employees

About the position

The Talent Development Operations Coordinator plays a crucial role in supporting the Continuing Professional Education (CPE) coordination and processing for all internal Forvis Mazars US training events. This position is responsible for ensuring that all CPE sponsored trainings are processed efficiently within the Forvis Mazars US Learning Management System (LMS), specifically using LCvista. The coordinator will manage the documentation required for CPE compliance with the National Association of State Boards of Accountancy (NASBA) standards, ensuring that all records are accurate and up to date. In addition to processing CPE requests, the coordinator will save raw data reporting documentation and monthly evaluation reports to maintain compliance with NASBA standards. They will also conduct secondary reviews of course CPE documentation to ensure quality and accuracy. The role includes supporting Tier 1 help desk requests related to CPE credit inquiries, instructor credit questions, and credit attestations. Furthermore, the coordinator will archive CPE sessions using the live attendance CPE Check-in tool (Conferencesio) and assist with day-to-day Learning & Development operations through routine tasks. The ideal candidate will possess strong critical thinking and problem-solving skills, along with the ability to consult with internal clients in a professional manner. This position is essential for maintaining the integrity and effectiveness of the training programs offered by Forvis Mazars US, contributing to the overall development of the organization’s talent.

Responsibilities

  • Support CPE processing for all internal CPE sponsored trainings in the Forvis Mazars US Learning Management System (LMS) LCvista.
  • Save raw data reporting documentation for CPE compliance with NASBA Standards.
  • Process and complete all internal local office live group viewing requests.
  • Save monthly evaluation reports for CPE compliance with NASBA Standards.
  • Conduct secondary review of course CPE documentation to ensure quality and accuracy.
  • Support Tier 1 help desk requests related to CPE credit inquiries, instructor credit questions, and credit attestations.
  • Archive CPE sessions in the live attendance CPE Check-in tool (Conferencesio).
  • Support day-to-day Learning & Development operations with routine tasks.

Requirements

  • High school diploma or equivalent is required; associate degree or higher preferred.
  • One year or more of experience in a similar role or professional office environment.
  • Strong experience with Microsoft Office Suite, particularly Excel.
  • Experience with Learning Management Systems, specifically LCVista.

Nice-to-haves

  • Experience with compliance documentation requirements related to NASBA.
  • Familiarity with video conferencing tools such as Zoom and/or Teams.

Benefits

  • Profit sharing
  • Health insurance
  • 401(k)
  • Parental leave
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