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Account Advisor Job Description
MISSION CONTROL
** This is an on-going position that we are always interviewing candidates for future positions. Please reach out to opportunities@liveyourparable.com if you would like to know the anticipated start date that we are currently hiring for. It could be this quarter or future quarters.**
Position/Job Title: Account Advisor
Reports to: Team Lead
Salary Range: $35,000 – $70,000/year
Employment Status: Full Time
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
● QBO Certification
● 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
Responsibilities will include but not limited to:
● Scheduled recurring bi-monthly bookkeeping procedures in accounting systems (QBO)
● QBO updated Bi-weekly for client reports
● Substantial knowledge and experience working with balance sheet account (liability,
equity, A/R, assets)
● Seamless integration and utilization with Expensify (Receipt coding/management)
● Seamless integration and utilization with Bill.com (Accounts Payable)
● Seamless integration and utilization with Gusto (Payroll)
● Monthly statement reconciliations
● Tracking data for W9 retrieval and 1099 reporting at year end
● Integral communication with the client (missing information, needs, financial vision)
● Ability to manage multiple nuances between many tech platforms
● Strong balance of contextual research for future coding and efficient workflow
● Strong knowledge base of all products and ability to upsell services when needed
● Aligned as a partner with client’s internal team
● Known for polished, professional image via email, phone and Zoom conferencing
● Ability to manage wide range of anywhere from 5 to 30 clients monthly (This is ultimately
dependent upon client revenue size.)
Position in Accountability Chart:
Account Advisor >> Coach >> Mission Control Director >> Integrator
