Angela Adams Consulting Services
Financial Analyst
Angela Adams Consulting Services, North Charleston, South Carolina, United States, 29405
Financial Analyst – Angela Adams Consulting Services
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.
Job Type Full-time
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 oriented
CPA preferred but not required
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance and Sales
Industry
Insurance
Referrals increase your chances of interviewing at Angela Adams Consulting Services by 2x
#J-18808-Ljbffr
Job Type Full-time
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 oriented
CPA preferred but not required
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance and Sales
Industry
Insurance
Referrals increase your chances of interviewing at Angela Adams Consulting Services by 2x
#J-18808-Ljbffr