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AccountingDepartment.com




AccountingDepartment.com is hiring a Remote Remote Accounting Proposal Analyst

Description

Awarded Inc. Magazine's Best Workplaces 2022 & 2023!

AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits!

AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match!

It's been an exciting 20 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on.

Your Role:  
 
You must have accounting experience to be considered for this position.

The Proposal Analyst is responsible for assisting in the development, coordination, and creation of proposals and addendums for potential and existing clients. This role involves collaborating with cross-functional teams, conducting analysis of files, and ensuring that proposals and addendums are well-organized and tailored to meet the specific needs of each opportunity. The Proposal Analyst plays a vital role in AccountingDepartment.com’s business development efforts.

There are two parts to this role:
1. Prospective Clients: The Proposal Analyst provides a bridge between the Sales and Implementation process. Starting with the initial review of the prospective clients’ existing QuickBooks file, the Proposal Analyst provides an overview of the prospect’s current file and highlights topics of discussion for the File Review call. The Proposal Analyst will attend the File Review call (along with other members of the AccountingDepartment.com Proposal Team and prospective client), take notes and prepare the proposal documents. Once a prospect becomes a client, the Proposal Analyst will prepare and deliver the pertinent information to the Implementation Team for a smooth transition from prospect to client.

2. Existing Clients:The Proposal Analyst will be responsible for creating & reviewing addendums to existing client agreements where opportunities are identified and changes are necessary. This position will meticulously review existing client files and work closely with the Client Services Team to ensure that addendums are accurate and clear in the changes of scope of work.
At times the role may focus more heavily on one part more than the other, depending on the current needs of the business. The Proposal Analyst will be cross trained to ensure competency in both functional areas.
This is an exceptional opportunity for a motivated individual. Overtime may be required to meet project deadlines.

Essential Duties & Responsibilities:  
  • Review and analyze prospects' existing QuickBooks file; prepare detailed analysis for use during data file review call with prospect, including specific topics that should be covered during the review
  • Review and analyze existing client contracts and accounting files when opportunities are presented. Where applicable, create addendums that modify client’s terms and conditions in original agreement to reflect new changes in the scope of work. Reassess and amend current contracts when necessary and requested.
  • Review and analyze prospects. Participate in data file review call; take notes and direct attention to topics that come up on call that need further discussion
  • Participate in fact finding with prospective and existing clients when necessary to understand the various processes unique to their organization
  • Apply analytical and critical thinking skills to develop insights and recommendations gathered from file analysis to contribute to the prospective and existing client’s proposals or addendums.
  • Prepare draft proposal documents and time estimate worksheets, according to AccountingDepartment.com’s terms and conditions. Review with Proposal Management to finalize proposal options.
  • Review individual contracts for completeness and understand the intricacies
  • Review existing data file analysis; data file review call and notes, proposal preparation process and make suggestions for improvements
  • Help research solutions and new technology that will help meet client needs
  • Attend weekly bi-weekly Sales Call
  • Serve as a resource to Implementation Team during client’s implementation process
  • Stay abreast of current Implementation procedures; continue to follow projects to learn and improve the sales process
  • Ability to work outside normal hours as needed to meet objectives

Essential Skills & Experience:
  
  • Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRITin overcoming obstacles and accomplishing tasks.
    • G: Expresses Gratitudeand 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 Teamworkskills
  • Proficiency in researching, learning and implementing new applications to meet client and company needs
  • Adept at utilizing analytical and critical thinking skills to piece together all various components of clients’ financial business processes in order to provide insights and recommend solutions.
  • Excellent written and verbal communication skills
  • Comfortable questioning prospective clients for additional information during the proposal process
  • Able to adapt in ambiguous situations and use sound judgment and decision making skills
  • Meticulous attention to detail
  • Proficiency with Microsoft Office applications, particularly Outlook, Excel, and Word
  • Friendly, outgoing personality with a positive attitude and strong customer service skills who enjoys meeting and interacting with new clients and staff
  • Process documentation preferred
  • Some travel for training and team meetings is required

Minimum Education & Training Required:
  
  • 4+ years as a full charge bookkeeper
  • Minimum Associates Degree in Accounting
  • Experience at a CPA firm or outsourced accounting firm preferred
  • Experience working with SMBs in the $5M to $50M market is ideal

If these are the things that you are passionate about and excite you, then we should talk!

Working at AccountingDepartment.com, LLC
The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We’re serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting.

Benefits include:  
  • Work from home, W-2 position
  • Three work schedule options including Full-Time, Flex-Time or Part-Time (Part-Time hours must be M-F 9am-3pm in your time zone, with flexibility to accommodate client calls and meetings outside of those hours as needed)
  • Summer Hours from Memorial Day through Labor Day
  • 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

How to become part of our future success:
If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you’re the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered.

AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.  

See more jobs at AccountingDepartment.com

Apply for this job

AccountingDepartment.com is hiring a Remote Remote FinTech - Sr. Accounting Technology Integrations Specialist

Description

Awarded Inc. Magazine's Best Workplaces 2022 & 2023!

AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits!

AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match!

It's been an exciting 20 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on.

Your Role:   

*You must have accounting and FinTech experience to be considered for thisposition*   

The Senior Technology Integration Specialist is a project-oriented position accountable for managing the Client Service’s special projects related to technology and overseeing the activities of Technology Integration Specialists to ensure all client projects are conducted in a timely and seamless fashion.   

The Technology Integrations Specialist assists the Proposal team, clients, and staff with their integration needs. This individual is frequently sought after for advice and recommendations to support business decisions. Managing implementations for technologies established within AccountingDepartment.com, this team member must enjoy training others while maintaining a patient demeanor.    

The ideal candidate will have an outgoing, positive personality and must enjoy working with various personality types. This individual must be an excellent communicator and problem solver, with a keen ability to discover root causes of challenges and identify process improvements. The ability to prioritize, take initiative, be resourceful and learn quickly, as well as an unwavering commitment to excellence is essential to this role. The Sr. Technology Integrations Specialist constantly challenges the status quo and exhibits a passion for driving customer success.    

Essential Duties & Responsibilities:   

  • Articulate and demonstrate the value propositions of our integration solutions to clients.
  • Advise and collaborate with Implementation and Client Services teams to offer innovative approaches and incorporate cutting edge technological solutions to fulfill needs and drive efficiency improvements.
  • Collaboratively work with Proposal Department to assist with the addendum process for established clients.
  • Responsible for managing the oversight of multiple client special projects in various phases being completed by the Technology Integration Specialist(s). Ensure adherence to client agreements/addendums and facilitate completion of projects by goal dates.
  • Manage and oversee the Application Guru processes and Guru Staff. Ensures proper coverage of gurus in assigned applications and staying current on new trends.  Holds Gurus accountable to expectations of the role. Collaborates with applicable Controllers to provide feedback on Guru performance.
  • Communicates expectations to the team members and reviews processes on an ongoing basis to ensure team is meeting operational priorities. Continuously working to increase efficiencies, mitigate the risk of error and reduce cost.
  • Conduct in-depth research to identify solutions for known issues and emerging needs
  • Maintain and enhance technical knowledge & expertise in relevant technologies & strategies through various learning events, such as formal training programs, industry seminars, and self-education
  • Participate in innovative knowledge-sharing processes to foster collaboration and knowledge dissemination
  • Monitor system changes and provide updates to management; collaborating with vendors for timely issue resolution 
  • Assume responsibility for training both staff and clients, ensuring a seamless transfer of client knowledge between the client and the Client Services team.
  • Responsible for conducting annual reviews on current client technology and conduct needs analysis for any relevant updates. Partner with Proposal Team to create any necessary addendums to current contracts.
  • Ability to travel and work outside normal hours as needed to meet objectives, if necessary

Essential Skills & Experience:   

  • 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
  • Must be technologically savvy with demonstrated experience on staying current in an ever-changing technical landscape
  • Possesses exemplary written and verbal communication skills across all levels in and outside of the organization.  Exudes a strong business acumen, high level of confidence and an engaging presence
  • Must thrive on providing support and solving problems regarding various technical needs
  • Strong ability to speak the language of implementation set up and processes
  • Must enjoy training others and be able to display patience when doing so
  • Keen problem solving, analytical and project management skills. Demonstrated ability to manage multiple projects at once.
  • Initial documentation and maintenance of technical support reference materials
  • Ability to independently research problems/questions and find answers
  • Optimistic, curious, resourceful and inspired to push past the status quo
  • Ability to remain calm in escalated situations.  Respond professionally in situations with difficult client or vendor issues
  • Strong emphasis on customer service

Minimum Education & Training Required:   

  • 3+ years’ experience in technical implementations with various 3rd party applications, preferable in the accounting industry 
  • Associate Degree in Accounting, Business or related field or related work experience
  • Experience working with SMBs in the $5M to $50M market is ideal

    

If these are the things that you are passionate about and excite you, then we should talk!

Working at AccountingDepartment.com, LLC
The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We’re serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting.

Benefits include:
  

  • Work from home, W-2 position
  • Summer Hours from Memorial Day through Labor Day
  • 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


How to become part of our future success:
If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you’re the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered.

AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.
   

See more jobs at AccountingDepartment.com

Apply for this job

AccountingDepartment.com is hiring a Remote Remote Sr. Client Controller

Description

Awarded Inc. Magazine's Best Workplaces 2022 & 2023!

AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits!

AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match!

It's been an exciting 20 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on.

Your Role:      

The Controller is a leadership position accountable for managing an assigned team while also being a strong individual contributor; providing exceptional outsourced controllership, advisory services and strategic direction to various clients. This vital role relieves entrepreneurs from the pains and chaos of maintaining their financials and provides our clients actionable solutions. Controllership services include timely review of monthly financial reports for accuracy and implementing perfected internal process and controls to eliminate risk. Advisory services help clients achieve the visions for their business by using historical data and future projections to develop actionable plans. The individual is responsible for budgets, forecasts, analytics, and developing KPIs, while providing insight, making recommendations to clients and driving strategic decision making.      

The ideal candidate will be a innately organized person and comfortable managing up to 15 clients while simultaneously leading a team of 6 to 10. The nature of the work requires quick decision-making, based on knowledge of pertinent information and an intention to reduce risk factors as much as possible. An active, positive response to a variety of challenges and time pressures is also required. The Senior Controller must be self-motivated, responsive and be able to deliver best in class strategic advisory and financial operations to clients while effectively empowering a team, in a virtual environment to create an unparalleled experience for all.       

This position is an integral part of the leadership team and will report to an Assistant Director.      


Essential Duties & Responsibilities:      

  • Leading and mentoring accounting team for assigned clients. Motivates team to provide best in class service. Provides coaching, delivers timely feedback and conducts reviews to ensure staff are set up for success.
  • Develops an understanding and awareness of each client’s unique business and accounting needs and requirements. Provides strategic leadership into the scalable accounting operations of each client’s business, ensuring their internal control systems, policies and procedures are consistently followed.
  • Manage the month-end closing and issuance of financial reports to all clients, every month.
  • Partner with client’s leadership on operational and strategic decisions to enhance their performance. Collaborate with clients to address accounting requests and questions – follow up with appropriate action steps, scope, prioritization and delegation.
  • Financial Planning and Budgeting 
    • Develop client’s annual budget and maintain cash forecasting tools as needed to support long term planning and investment decisions
    • Monitor budget performance and provide insights for budget adjustments, as needed
    • Develop and review financial and operating metrics through use of dashboards, including KPIS
    • Identify variances from the budget and report significant variances to client
  • Strategic Financial Analysis
    • Analyze financial and operational data to provide real-time, meaningful recommendations and implementing actions based on findings. Identifies trends, risks, and growth opportunities
    • Provide actionable insights to senior leadership to drive strategic decision-making
  • Execute client conference calls on a regular basis to review strategy, current and future needs, as well as operational changes affecting financial results
  • Assist in gathering pertinent tax related information for external tax return preparation
  • Coordinate the provision of information to external audits for the annual audit or review
  • Comply with local, state, and federal government reporting requirements
  • Review and approve monthly and quarterly tax filings - use/sales tax, property tax returns, payroll tax returns prepared by accounting specialists
  • Complete special projects as requested by client

Essential Skills & Experience:      

The Senior Controller candidate will be an active CPA, CMA, or MBA with transferable knowledge in accounting and financial analysis for businesses in the $5M to $50M market. The ideal candidate will have manufacturing industry experience and possesses 10 years supervisory experience.       

In addition:       

  • Grit: Motivated self-starter with a positive, can-do attitude. Demonstrates GRITin overcoming obstacles and accomplishing tasks.
    • G: Expresses Gratitudeand 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 Teamworkskills
  • Adaptive leadership style with a passion for mentoring staff. Exceptional ability to work with all levels of within the organization while fostering a culture of teamwork and collaboration.
  • Proven expertise in actively managing accounting functions for small to medium-sized enterprises
  • Comfortable with change and easily pivots when priorities change
  • Technical, analytical focus, handles complex issues and finds creative solutions, even in challenging situations
  • Excellent written and oral communication skills with ability to express oneself confidently
  • Exceptional organizational skills and ability to multi-task daily, weekly and monthly priorities 
  • Strong experience with QuickBooks, NetSuite, and/or other accounting software packages and passion for learning new technologies
  • Thrives in a fast paced environment, with a sense of urgency to achieve timely, quality results
  • Ability to make quick decisions based on knowledge and experience
  • Effectively operates within established standards and guidelines  
  • Ability to acclimate to various client environments
  • High degree of computer literacy, including extensive knowledge in Microsoft Office, and specifically Outlook and Excel
  • Ability to travel when necessary

Minimum Education and Training Required:      

  • Bachelor’s in Accounting or Finance
  • CPA license, CMA or MBA preferred 


If these are the things that you are passionate about and excite you, then we should talk!

Working at AccountingDepartment.com, LLC
The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We’re serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting.

Benefits include:      

  • Work from home, W-2 position
  • Summer Hours from Memorial Day through Labor Day
  • Self-Managed paid time off 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


How to become part of our future success:
If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you’re the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered.

AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.      

See more jobs at AccountingDepartment.com

Apply for this job