Proposal Architect – Client Accounting Services

🕒 May 6

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧾 Accounting Manager

👻 Ghost score 44%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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AccountingDepartment.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2004

💼 Consulting

⚖️ Legal

📣 Marketing

Consulting • Legal • Marketing

AccountingDepartment. com is a leading provider of outsourced accounting services for small to mid-sized businesses across the United States. Specializing in online and cloud-based accounting, the company offers comprehensive solutions that act as a full-scale accounting department, including bookkeeping, controller services, financial reporting, strategic planning, and cash flow forecasting. Founded in 2004, they serve a diverse range of industry sectors, utilizing advanced technologies like QuickBooks and NetSuite to streamline operations and improve financial accuracy. Their team of accounting professionals, including CPAs and financial experts, is dedicated to supporting the growth and financial health of their clients.

📋 Description

• Review and analyze prospects' existing QuickBooks files and/or financial reports • Prepare detailed analysis for data file review calls, including topics to cover • Participate in File Review calls and take detailed notes • Highlight items requiring 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 ADC terms and conditions • Partner with Proposal Management to finalize proposal options and ensure accuracy and completeness • Review individual contracts for completeness and understand their 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 • Prepare and deliver 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 • Work outside normal hours as needed to meet objectives • Potentially split time between proposal development and client accounting work based on skill alignment and business needs

🎯 Requirements

• Strong alignment with AccountingDepartment.com’s mission and core values • 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 • Minimum 3 – 5 years accounting experience, preferably in a Client Accounting Services (CAS) environment • Familiarity with implementation processes and procedures, preferred • Resume and cover letter required • Salary requirements must be included in the cover letter

🏖️ 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 positions • Career continuity for military spouses • Family-friendly company • Flexibility, career growth, and supportive work-life balance