Remote Proposal Architect - Client Accounting Services (CAS)

We need to output HTML fragment with sections: headings

for each section heading present in posting: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections where there is real specific content. The posting includes description, then "Your Role" (maybe heading). Then "Essential Duties & Responsibilities". Then "Essential Skills & Experience". Then "Minimum Education & Training Required". Then "Cultural Fit". Then "Working At AccountingDepartment.com, LLC". Then "Benefits Include". Then "Attention Military Spouses". Then "How To Become Part Of Our Future Success". Then EEO etc. We need to map to allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have content for About the role (the description about company and role). Responsibilities (Essential Duties & Responsibilities). Requirements (Minimum Education & Training Required). Qualifications maybe similar to Skills? Actually Skills & Experience. Could treat Skills as Skills & Experience. Qualifications maybe Minimum Education & Training Required? But we already used Requirements. Could combine: Requirements = Minimum Education & Training Required. Qualifications = Skills & Experience? Or we could have both Requirements and Qualifications separate if content distinct. The posting has "Minimum Education & Training Required" and "Essential Skills & Experience". So we can map Requirements to Minimum Education & Training Required, and Qualifications to Essential Skills & Experience (or Skills). But we also have a separate Skills heading allowed. Could use Skills for Essential Skills & Experience, and Qualifications for Minimum Education & Training Required. But we need to avoid duplication. Let's decide: Use headings: About the role, Responsibilities, Requirements (Minimum Education & Training), Qualifications (Essential Skills & Experience), Skills (maybe not needed if we used Qualifications). But we can include Skills if we have distinct content: maybe "Process documentation experience is a plus" etc. But that's within Skills & Experience. Could split but risk thin sections. Better to have fewer substantive sections: About the role, Responsibilities, Requirements (Education), Qualifications (Skills & Experience), Benefits. Pay and Schedule not present (no specific pay or schedule info). So omit those. We need to preserve all substantive information; not invent or summarize away detail. Must include all details from posting except boilerplate. Must not repeat job title as heading. Must not include Job ID etc. Must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Also remove "How To Become Part Of Our Future Success" (application instructions) and EEO statement. Also remove "Attention Military Spouses" maybe considered beneficial? It's about military spouses flexibility; could be part of Benefits or culture but not a standard heading. Might be considered part of Benefits? It's a specific program; but we don't have a heading for that. Could include under Benefits as a bullet? But we must not invent headings. Could include as a

under Benefits? But Benefits heading only if we have benefits content. We have benefits list: 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. Also military spouse flexibility could be added as a bullet under Benefits? It's not a benefit per se but a policy. Could include as bullet. We must not include application instructions (How To Become Part..., salary requirements, submit resume). Must not include EEO statement. Must not include "Working At AccountingDepartment.com, LLC" maybe could be part of About the role? It's about work environment; could be included under About the role as prose. But we already have About the role section containing description of role and company. Could incorporate that. We need to preserve all substantive information: So we need to include details from "Your Role" paragraph, responsibilities list, skills/experience list, minimum education, cultural fit (G.R.I.T.), work environment description, benefits list, military spouse note. We must not duplicate lines. Let's extract content. Original text: Description (first paragraph): "Awarded Inc. Magazine's Best Workplaces for the fifth year in a row! 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 22 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on." Then "Your Role" paragraph: "The Proposal Architect serves as a critical bridge between Revenue Generation and Implementation, ensuring a smooth and informed transition from prospect to client. This role begins with a detailed review of prospective clients’ existing QuickBooks files and/or financial reports to identify risks, complexities, and discussion points for the File Review call. The Proposal Architect participates in the File Review call, captures key insights, and prepares proposal documents that accurately reflect the client’s needs, scope, and estimated effort. Once a prospect becomes a client, the Proposal Architect prepares and delivers all relevant documentation to the Implementation team to support a seamless onboarding experience. The role remains engaged post handoff to assist with offboarding questions, learn from outcomes, refine assumptions, and continuously improve the proposal and sales process. This is an exceptional opportunity for a highly analytical, detail oriented accountant who thrives in a fast paced, collaborative environment. Overtime may be required to meet project deadlines. Proposal Architect responsibilities may be performed entirely within proposal development or in combination with client accounting work, skill alignment, and business needs. Team members who choose to maintain client responsibilities will split their time between proposal development and client service. This approach allows team members to keep their technical and client facing skills sharp and build valuable experience in proposal development at the same time. Time allocation will be determined collaboratively and may be adjusted over time." Then "Essential Duties & Responsibilities" bullet list (each line starts with a verb). We need to convert to

• . List: - 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 Note: last bullet is "Ability to work outside normal hours as needed to meet objectives". Might be a skill but it's in responsibilities. Then "Essential Skills & Experience" list (some are sentences). Let's extract: - 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 Then "Minimum Education & Training Required": "Minimum 3 – 5 years accounting experience, preferably in a Client Accounting Services (CAS) environment Familiarity with implementation processes and procedures, preferred" Then "Cultural Fit": description of G.R.I.T. values with explanations. Then "Working At AccountingDepartment.com, LLC": description of work environment. Then "Benefits Include": list. Then "Attention Military Spouses": paragraph. Then "How To Become Part Of Our Future Success": application instructions (remove). Then EEO statement (remove). We need to produce HTML with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits. Possibly also include a section for "Cultural Fit" or "Work Environment" but not in allowed headings. Could incorporate into About the role or Benefits? Better to include as a separate section if we can map to allowed headings: maybe "Qualifications" could cover cultural fit? But cultural fit is not qualification. Could treat as "Requirements"? Not exactly. Could omit cultural fit? But we must preserve ALL substantive information. So we need to include it somewhere. Since allowed headings are limited, we could include it under "About the role" as prose, or under "Qualifications" as a bullet list? But we must not invent headings not allowed. We can add a

  under About the role describing culture. That's acceptable. Similarly, "Working At AccountingDepartment.com, LLC" description of work environment could also go under About the role. Thus About the role section will contain the initial description, plus Your Role paragraph, plus cultural fit description, plus work environment description. That may be lengthy but okay. Responsibilities section: the bullet list. Requirements section: Minimum Education & Training Required. Qualifications section: Essential Skills & Experience. Skills section: maybe we could omit if we used Qualifications for skills. But we have both Skills and Qualifications headings allowed; we could use Skills for the Essential Skills & Experience, and Qualifications for Minimum Education & Training Required. That seems more natural: Qualifications = education/experience requirements; Skills = skills & experience. Let's do that. Thus: - About the role (h3) - Responsibilities (h3) - Qualifications (h3) for Minimum Education & Training Required - Skills (h3) for Essential Skills & Experience - Benefits (h3) for Benefits Include and maybe military spouse note. We must not include Pay or Schedule. Now we need to ensure we don't include filler like "commensurate with experience". Not present. We need to preserve all substantive information: include all bullet points exactly as given, but we can rephrase? Must not invent or summarize away detail. We should keep the wording essentially same. Could copy bullet points as

• items. We need to ensure we don't include duplicated lines. Check for duplicates: none. Now craft HTML. Start with

  About the role

  then

  containing the description paragraphs combined. We need to combine: first paragraph (Inc. Magazine etc), then "Your Role" paragraph, then Cultural Fit paragraph, then Working At paragraph. We must ensure we don't lose any sentences. Let's extract each piece precisely. First paragraph (description): "Awarded Inc. Magazine's Best Workplaces for the fifth year in a row!