AccountingDepartment.com

Controller

• Leading and mentoring accounting team for assigned clients
• Manage the month-end closing and issuance of financial reports to all clients
• Develop client’s annual budget and maintain cash forecasting tools
• Analyze financial and operational data to provide real-time, meaningful recommendations
• Review and approve monthly and quarterly tax filings

Senior Controller – NetSuite

Accounting Manager

• The Proposal Architect serves as a critical bridge between Revenue Generation and Implementation
• Ensure a smooth and informed transition from prospect to client
• Review prospective clients’ existing QuickBooks files and/or financial reports to identify risks, complexities, and discussion points for the File Review call
• Participate in File Review call, capture key insights, and prepare proposal documents that accurately reflect the client’s needs, scope, and estimated effort
• Prepare and deliver all relevant documentation to the Implementation team to support a seamless onboarding experience
• Remain engaged post handoff to assist with offboarding questions, learn from outcomes, refine assumptions, and continuously improve the proposal and sales process

Senior Controller – NetSuite

Proposal Architect – Client Accounting Services