HR and Finance Coordinator

Forum Financial Management•Lombard, IL

About The Position

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:

Requirements

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
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

Responsibilities

Oversee project management related to HRIS and general HR tasks, including GL integration.
Input new hires into the HRIS system and initiate onboarding project plans.
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.
Manage Credit Card Expense report and reconciliation process.
Enter A/P entries in general ledger and handle payments.
Assist with managing the A/P-A/R inbox.
Reconcile Receivable Accounts.
Assist with monthly bank reconciliations.
Work with team to make associated journal entries
Support recurring GL entries and ensure data accuracy in financial systems.