Job Details

Come Shine with Us

Position: Reports and Proposals Specialist

Location: Downtown Honolulu, HI (On‑site, Full‑time)

Hours: 8:00 AM – 5:00 PM

Salary Range: $60,000 – $75,000 (Based on experience and qualifications)

About Us

Our CPA network firm located in beautiful Honolulu, HI is committed to building trusted partnerships through expert advice and a collaborative, positive work environment. We value optimism, balance, and employee growth, offering meaningful work and a supportive culture.

Role Summary

The Reports and Proposals Specialist is a vital member of our team, ensuring the accuracy and professionalism of client deliverables—including audit reports, consulting reports, presentations, and proposals. This role supports our partners and professional staff by managing document production, formatting, proofreading, and project coordination, all while maintaining high standards and attention to detail.

Key Responsibilities

• Prepare, format, and proofread audit reports, consulting deliverables, presentations, and proposals.
• Draft and finalize proposals and statements of qualifications for new business development.
• Manage document production tasks: word processing, spreadsheet formatting, printing, copying, and assembly.
• Coordinate project timelines, task lists, and team follow‑up to keep deliverables on schedule.
• Collaborate with partners, managers, and design vendors to ensure clarity and quality.
• Maintain and update proposal templates and intranet site.
• Support technical writing and documentation for training purposes.
• Assist with general office functions and process improvement initiatives.

Minimum Education Requirement

Required: Bachelor's degree in a relevant field such as English, Communications, Business Administration, Accounting, or a related discipline.

Note: Equivalent professional experience may be considered in lieu of a degree, depending on qualifications.

Software Skills

• Advanced proficiency in Microsoft Word and PowerPoint
• Intermediate proficiency in Excel
• Beginner proficiency in WordPress is helpful
• Preferred: Familiarity with Adobe Acrobat for PDF editing and document assembly
• Preferred: Experience with document management systems or cloud‑based collaboration tools (e.g., SharePoint, Google Workspace)
• Preferred: Basic skills in graphic design software (e.g., Canva, Adobe InDesign) for formatting proposals and presentations

Direct Reporting

This position will report directly to the Office Manager within the firm, with additional collaboration and guidance from Managers in the audit, client advisory services, and consulting departments.

What We're Looking For

• Exceptional attention to detail and accuracy under deadline conditions.
• Strong written and oral communication skills, including grammar and proofreading.
• Ability to multi‑task, prioritize, and work independently with minimal direction.
• Collaborative, proactive, and adaptable approach.
• Familiarity with accounting and financial terminology is a plus.

Benefits

• Health, dental, and vision insurance (with options for fully paid employee‑only coverage)
• Company‑paid life and long‑term disability insurance
• 401(k) plan with employer contributions
• Opportunities for professional growth and learning
• Unique perks: generous time off, life coaching, cell phone and wellness subsidies, and more

Join Our Team

We are committed to diversity, equity, and inclusion, and encourage all qualified candidates to apply. Join us and shine in a workplace that values your contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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