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Proposal Architect – Client Accounting Services
AccountingDepartment.com. Review and analyze prospects' existing QuickBooks files and/or financial reports .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong knowledge of bookkeeping and accounting principles, with proficiency in QuickBooks and Microsoft Office applications. Capable of synthesizing complex financial data into actionable insights and recommendations while maintaining meticulous attention to detail.
Highest-signal resume keywords
QuickBooks ProficiencyAccounting Principles KnowledgeAnalytical SkillsProposal DevelopmentClient Accounting Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BookkeepingFinancial AnalysisData ReviewProposal PreparationContract ReviewProcess ImprovementProject ManagementFact-FindingTime EstimationDocumentation Preparation
Soft Skills
Communication SkillsOrganizational SkillsCustomer Service OrientationTeam CollaborationAdaptability
Tools & Technologies
QuickBooksMicrosoft OfficeExcelWordOutlook
Industry Keywords
Client Accounting ServicesProposal ManagementImplementation ProcessesAccounting WorkflowsFinancial Reporting
About the role
Key responsibilities & impact- Review and analyze prospects' existing QuickBooks files and/or financial reports
- Prepare detailed analysis for prospect data file review calls, including topics to cover
- Participate in File Review calls, take detailed notes, and identify items needing clarification or follow-up
- Conduct fact-finding with prospective clients 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 according to company terms and conditions
- Partner with Proposal Management to finalize accurate and complete proposal options
- Review individual contracts for completeness and understand their intricacies
- Reassess and amend contracts when scope, assumptions, or client needs change
- Identify improvements to data file review, proposal preparation, and handoff processes
- Attend weekly Proposal Department and Sales Department meetings
- Serve as a resource to Implementation during onboarding
- Prepare and deliver relevant documentation to Implementation after a prospect becomes a client
- Assist with offboarding questions and use outcomes to refine assumptions and improve the proposal and sales process
- Proposal responsibilities may be combined with client accounting work based on skills and business needs
- Split time between proposal development and client service when maintaining client responsibilities
- Ability to work outside normal hours as needed to meet objectives
- Overtime may be required to meet project deadlines
Requirements
What you’ll need- Strong alignment with AccountingDepartment.com’s mission and core values
- Desire to act as a positive role model and trusted partner across teams
- 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
- Process documentation experience is a plus
- Minimum 3 – 5 years accounting experience, preferably in a Client Accounting Services (CAS) environment
- Familiarity with implementation processes and procedures, preferred
- Ability to work outside normal hours as needed to meet objectives
- Must submit a resume and cover letter explaining why you are the perfect fit
- Must include salary requirements in the cover letter
Benefits
Comp & perks- 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 work
- Flexible career continuity for military spouses
- Family-friendly company culture
- Supportive work-life balance
- Award-winning culture