Financial Analyst
Angela Adams Consulting Services
full-time
Posted on:
Location Type: Remote
Location: South Carolina • United States
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About the role
- 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
- Minimum three years of insurance Accounting & AMS360 experience
- PC with high speed internet
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance accountingAMS360financial reportingexpense analysisgeneral ledger reviewbudgetingP&L statementscommission managementtrust banking managementdue diligence reporting
Soft skills
communicationself-motivateddetail orientedproactiveconfidentialityclient needs identificationcollaborationtime managementorganizational skillsproblem-solving
Certifications
CPA