JOB DETAILS

Financial Analyst

CompanyAngela Adams Consulting Inc
LocationNorth Charleston
Work ModeOn Site
PostedJanuary 8, 2026
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 We pride ourselves on moving beyond obstacles created by software, outdated processes, or inexperience.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
Categories
Finance & AccountingConsulting
Job Information
📋Core 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.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
63
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
Apply Now →

You'll be redirected to
the company's application page