Angela Adams Consulting Services ยท 1 day ago
Financial Analyst
North Charleston, SC
Full-time
Onsite
Mid Level
3+ years expAngela Adams Consulting Services is seeking a Financial Analyst who will work closely with clients and internal teams to ensure the company's goals are met. The analyst will be responsible for maintaining client relationships, ensuring contractual obligations are fulfilled, and providing various financial reports and analyses.
AdviceConsultingInsuranceProfessional Services
Responsibilities
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
Qualification
Required
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
Preferred
CPA preferred but not required
Company
Angela Adams Consulting Services
Angela Adams Consulting Services is an insurance agency that offers consultancy, advice, insurance products and accounting services.
Founded in 2001North Charleston, South Carolina, USA
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Joann Lanzafame Horton
Board Member former Chief Financial Officer
Company data provided by crunchbase