Analyst, Finance & Operations
JOB OPENING: Analyst, Finance & Operations
This is a full-time role based in the NYC metro area (~3 days/week in the office) or Washington, DC metro area (fully remote).
ABOUT IMPACT CAPITAL MANAGERS
The Impact Capital Managers (ICM) mission is to accelerate the performance of our members and to scale the impact investing marketplace with integrity and authenticity. We do this through our membership association, which today includes 120+ funds representing more than $50B in impact-focused private capital, and through field-building initiatives and partnerships via the affiliated ICM Institute. Our members have invested in companies including Nextracker, Vital Farms and Coursera. The ICM network of peers is engaged and collaborative by nature. As part of our commitment to grow the marketplace with integrity, members must meet certain criteria and admission is by invitation only. At ICM, we:
Connect our members to one another, to impact investment opportunities, and to stakeholders in the broader investing ecosystem
Identify and share best practices in areas directly relevant to fund performance, such as impact management
Advocate for our members and the field through education, thought leadership, and independent research
Cultivate a skilled, diverse impact investor workforce through talent and professional development programs and partnerships
Strive to apply our operating principles - Rigor and Excellence, Candor and Curiosity, and Diversity and Inclusion - to all aspects of our work.
POSITION OVERVIEW
The Analyst, Finance & Operations will have a primary focus on finance and compliance and will also support nonprofit operations and administration. ICM is seeking a proactive, meticulous individual who thrives in a start-up, entrepreneurial culture and is inspired by our mission. We have a small team, so this individual will have the opportunity to learn firsthand about every aspect of operations, build a valuable network and shape the role and organization, taking on increasing responsibility over time. We are a team of high performers and we like to promote from within; if you aspire to be a future COO or CFO, this may be the perfect foundational role. The Analyst will report to the Executive Director.
Responsibilities
Finance:
Member dues: Manage the financial elements of member onboarding and renewals including invoicing, receipts, Quickbooks set up, and tracking, working closely with the Analyst, Member Experience and our third-party accounting team
Monthly close: Schedule and attend monthly financial review meetings, manage Expensify account and ensure compliance with expense policies, support accounting team to accurately code expenses, upload bank and corporate card statements, and ensure timely and accurate completion of staff timesheets
Grants: With ICM senior leadership, develop budgets for grant proposals and track expenses against grant budgets; manage grant classification reports for projects
Banking: Set up wires and transfers for approval by Executive Director; manage corporate card
Annual reporting: Work closely with the Executive Director and accounting team to support timely and accurate 990s and financial review for ICM Inc. and ICM Institute
Program budgets: Track and manage program budgets, e.g. Mosaic Fellowship, annual meetings, and research, in partnership with staff leads
Vendors: Maintain filing and payments related to contractors and fellows, including stipends and reimbursements, 1099s and W9s, etc.
Operations and Administration:
Board relations: Schedule quarterly board meetings, set up and run meetings by zoom, and support Executive Director to create and disseminate financials and decks for Board meetings
Compliance and HR: Support all hiring and onboarding process; ensure proper insurance and benefits administration; update and maintain PTO policies and materials; schedule annual performance reviews; coordinate professional development opportunities
Donor relations & development: Support donor relations and giving campaigns, in coordination with the Senior Manager, Policy & Communications; develop prospective funders database and coordinate outreach
Events: Alongside the entire staff team, provide logistical support as needed for ICM’s larger in-person events
File and database management: Keep ICM’s files and data on Dropbox, Google Drive, AirTable and other platforms organized; update and add records to ICM stakeholder lists as needed
REQUIREMENTS
Bachelors degree
1+ years of employment experience; ideally in an administrative, operations, or accounting role
Experience with financial management and budgets, essential
Experience working with Quickbooks, essential
Some experience with CRM and data management platforms (for example, AirTable and Monday); familiarity with Zoom, Expensify, Dropbox, Google Drive, Slack strongly preferred
Ability to maintain confidential and sensitive information
Obsession with details, accuracy, and customer service; pride in systems that run like clockwork
Excellent time management skills with proven ability to meet deadlines
Ability to thrive in a small “start-up” environment, shift priorities, and contribute across workstreams and projects as needed
Strong project management skills
Pro-active communicator who makes sure that all colleagues and partners understand processes, deadines, etc. and are updated frequently
Self-directed and able to work independently and professionally, from either a home office environment, at the ICM office, or at events
A strong work ethic and high expectations for yourself and others on your team; patience and a sense of humor; a positive attitude and willingness to contribute to a fun, supportive work culture
You strive for excellence but you also take time to celebrate success, care for yourself and others, and learn from challenges; it’s all part of the journey
BENEFITS & COMPENSATION
Impact Capital Managers occupies an office near Bryant Park in Manhattan and has two staff who work remotely in Washington DC. For NYC based staff, we operate on a hybrid office model (~3 days/week in office). DC-based staff are expected to commute to NYC monthly for 3-day “home weeks” (typically Tuesday-Thursday) and may have additional in-person co-working days with DC colleagues on an ad-hoc basis. Both DC and NYC based staff are offered flexibility to temporarily work remotely from alternative locations as needed with prior approval. ICM offers comprehensive health benefits, a flexible PTO policy, home tech stipend, 401k with up to 4.5% employer match, and a competitive paid family leave policy. The office is closed each year from December 25 through January 1. Some domestic and international travel may be required (<20%). All applicants must be authorized to work in the U.S.
The approximate salary range for this role is $60,000 - $70,000 (depending on location and commensurate with experience) with the potential for an additional performance-based bonus.
APPLICATION INSTRUCTIONS
Please apply by sending the following materials as PDF attachments to icmadmin@impactcapitalmanagers.comwith “ICM Analyst, Finance and Operations” in the subject line:
A brief cover letter explaining why this role interests you and how your skills are relevant and applicable
Your resume
Incomplete applications or applications not following instructions will not be considered. We are looking to fill the position on/before September 1, 2024 but will review applications on a rolling basis until it is filled. Due to the volume of applications, we will only be in touch with those candidates who advance to interviews.
At ICM we are an equal opportunity employer and we welcome applications from individuals who identify with groups historically underrepresented in finance and investing. We value diversity in our organization; we believe diverse teams help us work smarter and we actively hire for cultural growth. We welcome people of all ages, stories and backgrounds. We provide everyone with equal access to professional development.