Account Advisor

Parable
Fort Collins, Colorado, United States
Date Posted: 09/01/2022
Categories: Accounting
Job Type: Full-Time
Employee Workplace: On-site
Job Description:

Salary Range: $35,000 – $70,000/year

Benefits: 3% SIMPLE IRA match after $5000 earned, short term disability insurance, long term disability insurance, $25,000 life insurance policy, dental, health and vision insurance, and unlimited PTO. Some benefits only available after first 90 days.

Vision of the Seat: The Account Advisor is Parable’s representative to the partner and ultimately the face of the company. This position is responsible for a client’s primary bookkeeping and payroll functions and will cultivate a partner relationship with the client. The Account Advisor will be the key component to connecting bookkeeping to strategy giving the partner an actionable path to thrive.

Wins are Reached by:

  • Excellent working knowledge of the client’s accounting system, chart of accounts, assets and liabilities.
  • Own responsibility for all financial management including monthly compiled financial statements, accounts receivable, accounts payable, billing, payroll, general ledger, bank reconciliations, and tax payments.
  • Effectively maintain a partner’s books and provide reports enabling them to understand their financial position in order to make responsible financial decisions.
  • Use consistent and proven processes across multiple same-type partners.
  • Use creative strengths to bring individuality to adjust processes that will best serve a
    multifaceted and growing partner.
  • Partnership created and maintained so clients will be supported to live into their mission.

Skills Needed to Win:

  • Bachelor’s degree in Accounting, Finance, Business, or related field experience
  • Experience with cloud-based accounting systems and processes
  • Ability to audit/inspect financial statements for accuracy
  • Ability to tailor Parable’s systems to meet the client’s needs with a solution mindset
  • Excellent computer skills and knowledge with Google Suites or MS Office Suites
  • Excellent presentation, verbal, written and interpersonal skills
  • A willingness to maintain the highest confidentiality of Stakeholder and Church/donor
    information
  • Ability to work independently as well as collaborate with a virtual team
  • Resiliency/persistency, and a commitment to achieving goals.
  • A proactive and motivated work ethic
  • Ability to communicate and collaborate effectively with all levels of staff
  • Must be forward-thinking and have high ethical standards and an appropriate
    professional image with a growth-mindset
  • Excellent organization and planning, analytical, communications, and decision- making
    skills
  • Ability to prioritize workload, meet deadlines and manage many clients simultaneously
  • Empathetic and ability to listen well
About Parable

We are a fully remote company that does Accounting and Bookkeeping for Churches.

More...