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Financial Anylyst

extra holidays - extra parental leave
Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 
South Carolina (USA), United States

Offer summary

Qualifications:

Minimum three years of insurance accounting experience, AMS360 experience required, Proficient in Microsoft Office, High-speed internet and designated workspace.

Key responsabilities:

  • Ensure client contractual obligations are met
  • Communicate effectively with clients and staff
  • Identify additional client needs and provide services
  • Maintain confidentiality of client and company data
  • Manage year-end financial reporting and expense analysis
Angela Adams Consulting Services logo
Angela Adams Consulting Services Insurance SME https://www.angelaadamsconsulting.com/
51 - 200 Employees
See more Angela Adams Consulting Services offers

Job description

Job Type
Full-time
Description

A successful financial analysts 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

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Self-Motivation
  • Time Management
  • Analytical Thinking
  • Detail Oriented
  • Budgeting
  • Microsoft Office

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