Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

Financial Analyst at Angela Adams Consulting Inc

North Charleston, South Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Apr, 26

Salary

0.0

Posted On

08 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Client Communication, Timekeeping, Expense Analysis, Budgeting, General Ledger Review, Sales Reporting, Commission Management, P&L Trending, Confidentiality, Self-Motivation, Detail Orientation, Microsoft Office, Insurance Accounting, AMS360 Experience

Industry

Insurance

Description

Description 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. 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

Responsibilities

The financial analyst is responsible for ensuring contractual obligations to clients are met and for maintaining effective communication with leadership and clients. They also identify additional client needs and provide solution-based services.