Accounting Professional for Lead Generation and Sales

We are an accounting and financial advisory firm, and we need an accounting professional in our Capital Brokering Division to enhance proposals to entrepreneurs who have requested assistance accessing business capital. Your role will involve using transactions from these funding prospects' submitted bank statements to create simple financial reports/summaries. You will receive up to three bank statements for each funding prospect. Confidential data may be omitted or redacted from the bank statements to protect the prospect's privacy. Your generated report will be included in a comprehensive proposal submitted to the entrepreneur prospect to help close the loan packaging/capital brokering deal. Your generated report may also be used to highlight areas where our tax strategy and advisory services can enhance their business operations and increase their business' profitability. If the deal is not closed, your report may be used as a lead generation tool to drive similar prospects to the website and close future deals, so your efforts won't be in vain. We will provide the branding (logo, theme, color palette), but your creativity can shine through graphs, displays, tables, etc.. Please include examples of similar work in your proposal. Lengthy AI-generated cover letters are not necessary. Just provide your education/training, related experience, and work samples. You will receive only three bank statements per funding prospect, and between 10 and 15 funding prospects (potential clients) per month. Exceptionally creative or visually appealing reports may earn you a bonus/tip. Deals closed may also earn you an additional bonus (not guaranteed). By accepting this job, you agree that the finished financial reports will become the property of our company upon submission, and you will not use the client data for any other purpose than described in this job. Strict confidentiality and discretion is required. This position may evolve into a long-term bookkeeping/accounting position with our emerging accounting and advisory firm. So only contract-to-hire freelancers will be considered. No agencies.