Forum Financial Management applies a rigorously diversified, evidence-based investment strategy built on decades of academic research to help clients navigate market volatility. The firm offers comprehensive advisory services—including portfolio management, retirement and estate planning, insurance analysis, and income tax strategy—leveraging advisors’ extensive experience across these disciplines. By removing emotional bias and focusing on long-term goals, Forum helps clients avoid short‑sighted decisions and achieve sustainable growth. The firm’s commitment to personalized relationships and lifelong partnership sets it apart, ensuring clients receive thoughtful guidance through every life stage.
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.
Forum Financial Management applies a rigorously diversified, evidence-based investment strategy built on decades of academic research to help clients navigate market volatility. The firm offers comprehensive advisory services—including portfolio management, retirement and estate planning, insurance analysis, and income tax strategy—leveraging advisors’ extensive experience across these disciplines. By removing emotional bias and focusing on long-term goals, Forum helps clients avoid short‑sighted decisions and achieve sustainable growth. The firm’s commitment to personalized relationships and lifelong partnership sets it apart, ensuring clients receive thoughtful guidance through every life stage.
Beyond Finance