Bookkeeping / HR Generalist


BrandDirections is a creative agency located in Neenah, Wisconsin that offers branding, packaging, and marketing services to companies large and small. We provide a brand sensitivity that you can only get from an agency partner. Our experienced professionals know how to determine the best tools, and most effective visuals and messaging to make your brand not only stand out but win in the marketplace.

Position Details

Bookkeeping / HR Generalist
Northeast Wisconsin
Neenah, WI

The Bookkeeper/HR Generalist holds a critical role in managing accurate and timely day-to-day bookkeeping and accounting activities including accounts receivable and payable, invoicing agency accounts, employee payroll and benefits, banking activities and all associated vendor and service provider activity. This role is also responsible for managing HR for all agency employees including benefits administration, performance and pay review tracking, PTO tracking and employee retention and hiring efforts.

This position requires a signed, absolute and total confidentiality agreement.

The Bookkeeper/HR Generalist is responsible for all aspects of:

  • Bookkeeping: Record transactions for incoming and outgoing billing, accurately posting each to various accounts; process payments; conduct all daily banking activities, reconcile reports to third-party records such as bank statements; work with internal teams on billing process; work directly with accountants on tax planning/preparation; payment of property taxes; work with the landlord on rent payments and building maintenance, and cost-effectively order/manage agency supply inventory.
  • General HR: Oversee human resource responsibilities and activities of the organization; manage recruitment processes, employee relations and retention, regulatory compliance, training and development; manage and maintain confidentiality and security of all HR files; track/validate PTO accruals, and support agency president.
  • Benefits Administration: Responsible for CONFIDENTIALLY planning and administering employee benefit programs, resolve benefit-related issues and collaborate with the president and external vendors to enhance benefit offerings.
  • Overseer of Social Committee budgets: See that adequate planning and budgeting is managed for agency social committee activities.

Job Performance:

  • Assist in building and sustaining accounting relationships with clients, vendor partners and employees
  • Demonstrate superior listening and communication skills (internal and external teams)
  • Ability to respond and brainstorm solutions to problems on the fly
  • Ability to handle pressure and meet multiple, concurrent deadlines; skill in prioritizing and triaging obligations
  • Attention to detail in all things
  • Superior time management and organization
  • Assist in the transfer of new business development accounts to the account service team
  • Observe confidentiality of all client/agency activities and materials

Supervisory Responsibilities:

  • This position has no direct supervisory responsibility at this time.

Qualifications/Requirements: The position of Bookkeeper/HR Generalist also includes the following:

  • Excellent interpersonal, written and verbal communication skills.
  • Ability to interact with all levels of employees and external contacts using tact and diplomacy; demonstrate superior listening and communication skills (internal and external teams).
  • Strong organizational skills with the versatility and flexibility to meet shifting agency (internal/external) needs and frequently changing priorities.
  • Basic understanding of bookkeeping practices, software (QuickBooks), and ability to learn and adapt to client accounting software and systems, continually seeking to improve systems, methodologies and tools; participating in and/or leading process improvement initiatives.
  • Understanding of health, vision, and dental benefits contracts, negotiations, and plan management; lead annual renewal of agency benefits programs.
  • Demonstrate and model agency mission, vision and values, maintaining a high level of service and respect for all employees and clients.
  • Assist with development of annual budget, including metrics and reporting.
  • Participation in regular Monday morning meetings and assigned team meetings.
  • Contribute to a positive work atmosphere in a customer-service focused approach with customers, clients, co-workers and vendor partners.
  • This position requires the development of basic knowledge of the packaging design and graphic production industry.

Other Requirements:

  • Demonstrated ability to meet departmental goals
  • Basic knowledge of agency capabilities and services
  • Strong organizational skills with versatility and flexibility to meet shifting client (internal/external) needs and frequently changing priorities; ability to work in a fast-paced environment
  • Maintain and instill confidential handling of all project-related materials
  • Willingness to work overtime as required based upon project needs and due dates Positive leadership, relationship and decision-making skills
  • Ability to work independently with minimum supervision


  • Flexible Part-Time, TBD
  • Work Conditions: Office/Professional Environment

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