Reports & Proposals Specialist
Role Overview
The Reports and Proposals Specialist is a mid-level role responsible for preparing, formatting, and proofreading audit reports, consulting deliverables, presentations, and proposals. This position involves managing document production, coordinating project timelines, and collaborating with partners and staff to ensure high-quality client deliverables. The hire will have a direct impact on maintaining professionalism and accuracy in business development and client reporting.
Perks & Benefits
This role is on-site in Honolulu, HI, not remote, with standard hours of 8:00 AM to 5:00 PM. Benefits include health, dental, and vision insurance with options for fully paid employee-only coverage, a 401(k) plan with employer contributions, and unique perks such as generous time off, life coaching, and wellness subsidies. The company emphasizes a supportive culture with opportunities for professional growth and a commitment to diversity and inclusion.
Full Job Description
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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