More jobs:
Financial Analyst
Job in
North Charleston, Charleston County, South Carolina, 29405, USA
Listed on 2026-01-11
Listing for:
Angela Adams Consulting Services
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
Financial Analyst – Angela Adams Consulting Services
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.
Job TypeFull-time
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
- PC with high speed internet
- Minimum three years of insurance accounting & AMS
360 experience - Ability to sit for extended periods of time
- Designated work area, free of distractions
- Microsoft Office experience
- Self‑motivated
- Detail oriented
- CPA preferred but not required
- Mid‑Senior level
- Full‑time
- Finance and Sales
- Insurance
Referrals increase your chances of interviewing at Angela Adams Consulting Services by 2x
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×