Jobs

We are seeking the heart of our office, our office manager and full charge bookkeeper. This role combines financial management (60%) with other responsibilities (40%), requiring someone who can maintain financial accuracy while fostering a positive team environment. In addition to impeccable communication skills, discretion and financial acumen, you have a sense of humor, and must be able to gracefully manage multiple work streams with tight deadlines.

This position reports directly to the partners and serves as a critical link between leadership and staff. You will help create a positive office environment and efficient company performance by overseeing finance, HR, admin and facilities to ensure smooth day-to-day working as well as supporting our culture. We expect you to work independently and proactively.

Location: NYC metro area. We work in a hybrid schedule in the office 3 days a week (T/W/Th), with dedicated fully remote weeks throughout the year. Benefits are detailed here.

Primary responsibilities include:

Financial Management: Manage all aspects of the firm’s financial activity, growing to understand the work we do and how we operate. This includes:

• Bookkeeping: Full Charge Bookkeeper in QuickBooks Desktop
• Invoicing & Accounts Receivable
• Accounts Payable
• Financial Reporting: maintain and build Excel dashboards (forecasting, performance, etc.), QuickBooks report generation

Human Resources: onboarding; stay and exit interviews; manage and maintain our ADP relationship; over time, develop insight into effective, people management, and begin contributing to the improvement of IOP processes and team management for employee retention and happier staff. 

Office Systems & Facilities: support and manage office systems in collaboration with IT and PMs including email, Slack, Harvest (timekeeping), MS 365, and other systems that help the office run smoothly; oversee office maintenance.

Administrative: own the job number system across all instances, liaison with the insurance agent to ensure certificates are up to date and provided as required to clients; maintain office records for vendor, client, and job files.

Align, Communicate & Coordinate: manage up; align with the Partners’ goals for the business and be an enthusiastic and vocal supporter; keep Partners informed on a weekly, monthly and quarterly basis for financial reports as well as HR issues, or other topics as defined together.

Support our Culture: organize monthly birthday recognition, Thursday Happy Hour, Tuesday lunches, and social events, and generally help create a great place to work. 

Requirements:

• ~5 years experience in a financial management or similar office management role, preferably at a small business
• Expert organizational skills with an insane attention to detail
• Self-starter with proactive problem-solving abilities
• Excellent verbal and written communication skills
• Full Charge Bookkeeper: you are a QuickBooks master (or equivalent experience and willing to learn)
• You know your way around Microsoft Office 365, have strong Excel skills, understand One Drive and can get things done with Slack.
• Knowledge of client portal systems (SAP networks) a plus
• Bachelor’s degree
• Reside in the New York metropolitan area, work on site hybrid

Salary range: $70,000–$80,000 (based on years of experience and industry expertise) Benefits are detailed here.

To apply

Email jobs@ideasonpurpose.com with your cover letter (why are you interested) and résumé. Do not call. We appreciate your interest in joining our team!

We value diversity in our workplace. We know there are terrific candidates who may not meet every listed request or who possess important skills we haven’t listed. Don’t hesitate to apply and tell us about yourself.