Staff Accountant (1 year- Contract

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $10.0 billion in assets under management. Forum was founded in 2002 and became an independent RIA advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach.

We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions.

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $10 billion in assets under management. Forum was founded in 2002 and became an independent RIA advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach.

We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions.

Forum Financial Management, LP is seeking a Staff Accountant to join our back-office team. This role is responsible for supporting day-to-day accounting operations, including general ledger maintenance, month-end close, reconciliations, accounts payable and receivable, payroll accounting, and the preparation of accurate financial statements.
This is a one-year contract position with the potential to transition into a permanent role.

This individual will be responsible for:

• Perform general cost accounting and maintain the general ledger, including journal entries
• Prepare monthly balance sheets, income statements, and profit and loss statements
• Assist with the month-end close process, including account analysis and reconciliations
• Conduct periodic budget-to-actual comparisons and investigate basic variances
• Support the implementation of a new GL system by setting up modules, testing functionality and developing training materials for users
• Provide support on quarterly and annual tax filings including preparations of 1099s

• Code and process accounts payable invoices, ensuring expenses are charged to the appropriate accounts
• Manage accounts receivable activities, including invoicing and collections follow-up
• Reconcile bank accounts, cash disbursements, and other routine financial accounts
• Maintain corporate checking accounts and related financial documentation
• Conduct audits to ensure expenses are being properly entered and tracked

• Ensure accurate and timely processing of payroll updates, including new hires, terminations, and pay rate changes
• Prepare and maintain payroll records, reports, and reconciliations
• Support internal and external audits by preparing requested documentation and maintaining organized financial records

• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Knowledge of general financial accounting and cost accounting.
• Understanding of and the ability to adhere to generally accepted accounting principles.
• Proficient with Excel

• Bachelor’s degree in Accounting or Finance preferred, or equivalent hands-on experience supporting accounting or back-office operations for an RIA or Broker-Dealer

• Competitive salary range of $60,000 – $75,000 annually, based on experience and qualifications

We are a rapidly growing organization with a competitive total rewards package, continuing education & training, and tremendous career potential. This role will be critical in driving the future growth of the firm as we are only as successful as a firm as our advisors are individually.

• We offer a full benefits package including health (PPO, HMO, HSA, and FSA), Dental, Vision, Disability, and Life Insurance.
• We offer a 401k plan that includes a company safe harbor contribution at 5%.
• Em…