Job Description

Job Type

Full-time

Description

A successful financial analyst speaks to clients regularly to create a sense of partnership in achieving agency goals. They are quick to respond to client or prospective client inquiries, and are optimistic when facing any challenge. They work closely with segment managers and their Regional Manager to ensure Angela Adams Consulting remains the premier provider for agency solutions.

Requirements

Duties

Ensure contractual obligations to clients including time worked and deliverables are met
Communicate regularly, proactively, and effectively with leadership, internal staff, prospects, and clients
Identify additional client needs, and offer solution based services
Maintain strict client, company, and staff confidentiality
Accurate timekeeping of both billable and non-billable work
Year-End Collaboration with CPA
Year-End Financial Reporting
Production vs Income Reporting
Due Diligence/Pro Forma Reporting
Expense Analysis
General Ledger Review
Comprehensive Sales and Production Reports
Producer Commission Management
Trust Banking Management
Trending P&L Statements
Budgeting
Carrier volume management

Requirements:

PC with high speed internet
Minimum three years of insurance Accounting & AMS360 experience
Ability to sit for extended periods of time
Designated work area, free of distractions
Microsoft Office experience
Self-motivated
Detail orientated
CPA preferred but not required

Job Tags

Full time, Work at office,

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Financial Analyst Job at Angela Adams Consulting Inc, United States

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