Remote Proposal Architect - Client Accounting Services
New
A
AccountingDepartment.comAccounting Services
United StatesFull-TimeMiddle
SalaryParticipation in a company wide annual bonus incentive plan
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Job Details
- Experience
- Minimum 3 – 5 years accounting experience
- Required Skills
- Microsoft ExcelAccountingFinancial analysisBookkeepingQuickBooks
Requirements
- Minimum 3-5 years of accounting experience, preferably in a Client Accounting Services (CAS) environment.
- Strong knowledge of fundamental bookkeeping and accounting principles, practices, and procedures.
- Practical experience reviewing accounting system data and workflows, specifically QuickBooks.
- Ability to synthesize complex financial and operational data into clear recommendations.
- Exceptional analytical and critical thinking skills.
- Excellent written and verbal communication skills.
- Ability to adapt to ambiguous situations and exercise sound judgment.
- Meticulous attention to detail and accuracy.
- Strong organizational skills with the ability to manage multiple projects simultaneously.
- Proficiency with Microsoft Office applications, particularly Outlook, Excel, and Word.
- Familiarity with implementation processes and procedures is preferred.
Responsibilities
- Review and analyze prospects' existing QuickBooks files and financial reports.
- Participate in File Review calls, take detailed notes, and highlight follow-up items.
- Engage in fact-finding with prospects to understand business processes and operational nuances.
- Translate file review findings into insights and recommendations for proposals.
- Prepare draft proposal documents and time estimate worksheets.
- Partner with Proposal Management to finalize proposal options and ensure accuracy.
- Review individual contracts for completeness and amend when needs change.
- Serve as a resource to the Implementation team during the onboarding process.
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