Financial Analyst

🕒 June 25

🌴 South Carolina – Remote

🌴 South Carolina – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Angela Adams Consulting Services

WebsiteLinkedInAll Job Openings

51 - 200 employees

⚖️ Legal

📣 Marketing

🛡️ Insurance

Legal • Marketing • Insurance

Angela Adams Consulting Services is a nationally recognized and highly respected firm specializing in supporting and transforming insurance agencies across the United States. Founded in 2001, this company has built a reputation for providing expert advisory services, coaching, consulting, training, and virtual operations management tailored specifically for insurance agencies. With a diverse team of US-based professionals with direct experience in owning and operating insurance agencies, Angela Adams Consulting offers customized solutions in marketing, human resources, accounting, bookkeeping, virtual CFO services, and financial analysis. They focus on enhancing agency operations through technology, improving customer experiences, and developing robust strategies for growth and efficiency, ensuring that agencies can find success in a competitive market. Angela Adams Consulting Services excels in remote accounting solutions, insurance specialist services, comprehensive staff training, and system-specific consulting, all aimed at maximizing agency performance and productivity.

📋 Description

• Ensure all contractual obligations to clients, including time worked and deliverables, are consistently met • Communicate regularly, proactively, and effectively with leadership, internal staff, prospects and clients • Identify additional client needs and recommend solutions-based services • Always maintain stick confidentiality regarding client, company, and staff information • Accurately track and record both billable and non-billable time • Collaborate with CPAs on year-end reporting and processes • Prepare and analyze year-end financial reports • Generate and review Production vs. Income reporting • Conduct due diligence and pro forma reporting for clients • Perform detained expense analysis to support client decision-making • Review and reconcile general ledger accounts • Develop and deliver comprehensive sales and production reports • Manage producer commissions with accuracy and timeliness • Oversee trust banking management to ensure compliance and accuracy • Create and analyze trending profit and loss (P&L) statements • Support budgeting processes to help agencies meet financial goals • Monitor and manage carrier volume reporting

🎯 Requirements

• Minimum of three years of experience in Insurance Accounting • Proficiency with Microsoft Office applications • Strong attention to detail with excellent organizational skills • CPA designation preferred but not required • Self-motivated and able to work independently • Reliable high-speed internet with a dedicated, distraction-free home workspace suitable for confidential financial work.