Forum Financial Management

Forum Financial Management

Staff Accountant (1 year- Contract)

Lombard, IL · Staff+ · Contract

Sponsorship not specified$65k-$85kDetected 11 days ago
Financial AnalysisAccountingAR/VRCommunicationOrganizational SkillsFinancial ReportingAccounts Payable

About the role

  • Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $10.0 billion in assets under management.
  • While this strategy has been called many things, we think the term "evidence-based investing" best describes this approach.
  • Staff Accountant Forum Financial Management, LP WWW.FORUMFINANCIAL.COM Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $10 billion in assets under management.

Compensation

  • $65k-$85k

Benefits

  • We are a rapidly growing organization with a competitive total rewards package, continuing education & training, and tremendous career potential.
  • Benefits - We offer a full benefits package including health (PPO, HMO, HSA, and FSA), Dental, Vision, Disability, and Life Insurance.
  • PTO - Employees start off with 18 days of PTO.
  • Professional Development - Forum fully supports its employees that want to continue their education.
  • After 1 year of service, Forum will cover the cost of continuing education that is relevant to your current role.

Company info

  • 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.
  • 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 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.
  • 401k - We offer a 401k plan that includes a company safe harbor contribution at 5%.
  • Flexible work schedule - We offer a hybrid working schedule and require our employees to report to the office once a week. (Any day that works best for you).

This listing is sourced directly from Forum Financial Management's careers page and normalized into a canonical job model.