Remote Proposal Architect - Client Accounting Services (CAS)

Summary

AccountingDepartment.com provides outsourced virtual accounting services for businesses. The Proposal Architect bridges Revenue Generation and Implementation by reviewing prospective clients’ accounting files, developing accurate proposals, and supporting seamless client onboarding. The role also contributes to process improvement and may include ongoing client accounting responsibilities.

Responsibilities

• Review and analyze prospects' existing QuickBooks file and/or financial reports; prepare detailed analysis for use during data file review call with prospects, including specific topics that should be covered during the review
• Participate in File Review calls, take detailed notes, and highlight items requiring further clarification or follow up
• Engage in fact finding with prospective clients, when necessary, to understand business processes and operational nuances
• Apply analytical and critical thinking to translate file review findings into insights and recommendations for proposals
• Prepare draft proposal documents and time estimate worksheets in accordance with ADC terms and conditions
• Partner with Proposal Management to finalize proposal options and ensure accuracy and completeness
• Review individual contracts for completeness and understand the intricacies
• Reassess and amend contracts when scope, assumptions, or client needs change
• Identify opportunities to improve the data file review, proposal preparation, and handoff process
• Attend weekly Proposal Department and Sales Department meetings
• Serve as a resource to Implementation during onboarding process
• Ability to work outside normal hours as needed to meet objectives

Skills

• * Strong knowledge of fundamental bookkeeping and accounting principles, practices and procedures
• * Strong knowledge of accounting fundamentals and practical experience reviewing accounting system data and workflows (QuickBooks or similar) required
• * Ability to synthesize complex financial and operation data into clear recommendations and solutions
• * Exceptional analytical and critical thinking skills
• * Excellent written and verbal communication skills
• * Comfort asking probing questions to gain clarity during the proposal process
• * Able to adapt to ambiguous situations and exercise sound judgement
• * Meticulous attention to detail and accuracy
• * Strong organizational skills with the ability to manage multiple projects simultaneously
• * Ability to prioritize workload and shift gears based on workload and project demands
• * Proficiency with QuickBooks and Microsoft Office applications, particularly Outlook, Excel, and Word
• * Professional, friendly and approachable demeanor with strong customer service orientation
• * Comfortable working with many different personality types
• * Team oriented and comfortable working with others in a telecommuting environment using video conferencing
• * Familiarity with implementation processes and procedures, preferred
• * Strong alignment with AccountingDepartment.com's mission and core values
• * Desire to act as a positive role model and trusted partner across teams
• * **Grit**: Motivated self-starter with a positive, can-do attitude. Demonstrates **GRIT** in overcoming obstacles and accomplishing tasks
• * **G**: Expresses **Gratitude** and appreciation for the contributions of team members, fostering a positive and collaborative work environment
• * **R**: Demonstrates **Resilience**, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment
• * **I**: Unquestionable commitment to upholding the highest standards of **Integrity**, ethical behavior, and transparency in all business practices
• * **T**: Proven ability to contribute effectively to organizational and team objectives through strong **Teamwork** skills
• * Process documentation experience is a plus
• * Minimum 3 – 5 years accounting experience, preferably in a Client Accounting Services (CAS) environment

Qualifications

Must Haves

• * Strong knowledge of fundamental bookkeeping and accounting principles, practices and procedures
• * Strong knowledge of accounting fundamentals and practical experience reviewing accounting system data and workflows (QuickBooks or similar) required
• * Ability to synthesize complex financial and operation data into clear recommendations and solutions
• * Exceptional analytical and critical thinking skills
• * Excellent written and verbal communication skills
• * Comfort asking probing questions to gain clarity during the proposal process
• * Able to adapt to ambiguous situations and exercise sound judgement
• * Meticulous attention to detail and accuracy
• * Strong organizational skills with the ability to manage multiple projects simultaneously
• * Ability to prioritize workload and shift gears based on workload and project demands
• * Proficiency with QuickBooks and Microsoft Office applications, particularly Outlook, Excel, and Word
• * Professional, friendly and approachable demeanor with strong customer service orientation
• * Comfortable working with many different personality types
• * Team oriented and comfortable working with others in a telecommuting environment using video conferencing
• * Familiarity with implementation processes and procedures, preferred
• * Strong alignment with AccountingDepartment.com's mission and core values
• * Desire to act as a positive role model and trusted partner across teams
• * **Grit**: Motivated self-starter with a positive, can-do attitude. Demonstrates **GRIT** in overcoming obstacles and accomplishing tasks
• * **G**: Expresses **Gratitude** and appreciation for the contributions of team members, fostering a positive and collaborative work environment
• * **R**: Demonstrates **Resilience**, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment
• * **I**: Unquestionable commitment to upholding the highest standards of **Integrity**, ethical behavior, and transparency in all business practices
• * **T**: Proven ability to contribute effectively to organizational and team objectives through strong **Teamwork** skills

Nice to Haves

• * Process documentation experience is a plus
• * Minimum 3 – 5 years accounting experience, preferably in a Client Accounting Services (CAS) environment

Benefits

• Work from home, W-2 position
• Compressed work week option available
• Generous vacation and paid holidays
• Group Medical, Dental, Life, Vision, Accident Insurance
• 401(k) plan
• Participation in a company wide annual bonus incentive plan
• $25 monthly internet stipend
• Virtual employee groups, clubs, and activities throughout the year
• Casual dress
• 100% remote, W-2 positions
• Career continuity for military spouses when relocating for a PCS
• Flexibility, career growth, and a supportive work-life balance