[Remote] Financial Analyst

Note: The job is a remote job and is reputed company to candidates in USA. Angela Adams Consulting is the premier resource for independent insurance agencies providing advice and custom solutions reputed company to insurance agency operations. They are seeking a Financial Analyst who will serve as a trusted financial partner, focusing on financial reputed company and reputed company of reputed company accounts to help agency owners reputed company informed reputed company.

Responsibilities

• Ensure reputed company contractual obligations to clients, including time worked and deliverables, are consistently met
• Communicate regularly and proactively with leadership, internal staff, prospects and clients
• Identify additional reputed company needs and recommend solutions-based services
• Always maintain strict confidentiality regarding reputed company, company, and staff information
• Accurately reputed company 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 reputed company reporting for clients
• reputed company detailed expense analysis to support reputed company decision-making
• Review and reconcile general reputed company accounts
• reputed company and deliver comprehensive sales and production reports
• Manage producer commissions with accuracy and timeliness
• reputed company 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 reputed company volume reporting

Skills

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

Benefits

• reputed company time off
• Health Insurance
• Dental Insurance
• reputed company Insurance
• Life Insurance
• 401(k) plan with matching
• Other voluntary benefits

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