HR and Finance Coordinator

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $9.0 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 in search of a candidate to join our HR and Finance teams to play a pivotal role in supporting HR and Finance operations. This role combines administrative and project management duties of both functions. This is a temporary, full-time position for 6 months.

This individual will be responsible for:

Job Responsibilities

HRIS/General HR

• Oversee project management related to HRIS and general HR tasks, including GL integration.

Onboarding

• Input new hires into the HRIS system and initiate onboarding project plans.

Payroll

• Process bi-weekly payroll.
• Manage deduction rates and salaries as updated by HR.
• Coordinate with payroll processors on tax rate updates and registrations.
•  Follow up on and resolve any state payroll tax issues.
• Manage the Payroll inbox to address employee concerns.

Credit Card Reconciliation

• Manage Credit Card Expense report and reconciliation process.

A/P – A/R

• Enter A/P entries in general ledger and handle payments.
• Assist with managing the A/P-A/R inbox.
• Reconcile Receivable Accounts.

Bank Reconciliation

• Assist with monthly bank reconciliations.

·         Work with team to make associated journal entries

GL Data Entry

• Support recurring GL entries and ensure data accuracy in financial systems.

PROFESSIONAL EXPERIENCE/QUALIFICATIONS

• 0-2+ years of Human Resources/Payroll and/or Finance experience
• Self-Starter
• Strong analytics skills
• Proficient in Microsoft Office skills
• Strong communication skills, both written and verbal
• Strong organization skills and attention to detail

Education and Experience:

• Associates and/or bachelor’s degree in human resources, Finance, Economics, Accounting, or equivalent experience on a Backoffice team for an RIA or Broker Dealer

Forum Financial Management, LP believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, gender identity/expression, actual or perceived.