2-5

Financial Analyst

1/8/2026

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.

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

About The Company

Angela Adams Consulting is the premier resource for independent agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our elite team of consultants, accountants, and insurance specialists have real insurance agency experience. We pride ourselves on moving beyond obstacles created by software, outdated processes, or inexperience. It is hard to list our services because we partner uniquely with each one of our clients. We understand that each client has a unique culture, goals, market segments, and environment, so we work hard to customize solutions that will yield the best results for their distinct needs. With Angela Adams Consulting, you can feel confident that your team has the knowledge and ability to serve your clients and grow your business. Our goal is to see agencies just like yours be more successful. Whether it is short-term assistance or a long-term partner you are looking for, Angela Adams Consulting is the best solution!

About the Role

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

Key Skills

Financial AnalysisClient CommunicationTimekeepingExpense AnalysisBudgetingGeneral Ledger ReviewSales ReportingCommission ManagementP&L TrendingConfidentialitySelf-MotivationDetail OrientationMicrosoft OfficeInsurance AccountingAMS360 Experience