Financial Analyst

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.

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