Financial Analyst

Angela Adams Consulting Services; Fully; On-site; USD 111,000 - 186,000; Full time

Benefits offered by this job

Paid time off

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) plan with matching

Other voluntary benefits

Job summary

Angela Adams Consulting is the premier resource for independent insurance agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our team offers extensive training with Lighthouse Academy and a flexible schedule, with most employees working from home.

The Financial Analyst and/or Virtual Chief Financial Officer role partners with agency owners to provide financial insight, accuracy, and judgment, overseeing client accounts

Qualifications

• Minimum of three years of experience in Insurance Accounting.
• Proficiency with Microsoft Office applications.
• Strong attention to detail with excellent organizational skills.

Responsibilities

• Ensure all 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 client needs and recommend solutions-based services.
• Always maintain strict confidentiality regarding client, company, and staff information.
• Accurately track 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 forma reporting for clients.
• Perform detailed expense analysis to support client decision-making.
• Review and reconcile general ledger accounts.
• Develop and deliver comprehensive sales and production reports.
• Manage producer commissions with accuracy and timeliness.
• Oversee 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 carrier volume reporting.

Skills

Insurance accounting

Excel

Independent work

Attention to detail

Education

CPA designation preferred

Tools

Microsoft Office

Job description

Who Are We

Angela Adams Consulting is the premier resource for independent insurance agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our Consultants, Trainers, Account Managers, Processors, and Insurance Specialists are the most elite professionals in the industry. Become part of a team that truly values collaboration, innovation, and shining the light to success for all independent insurance agencies. Our work schedule is flexible, and most employees work from the comfort of home, allowing them to enjoy work and a personal life. We provide extensive job training, and our Lighthouse Academy is available to all employees, providing an abundance of opportunity for professional growth in a variety of areas.

Job Type

Full-time

Description

Angela Adams Consulting is the premier resource for independent insurance agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our Consultants, Trainers, Account Managers, Processors, and Insurance Specialists are the most elite professionals in the industry. Become part of a team that truly values collaboration, innovation, and shining the light to success for all independent insurance agencies. Our work schedule is flexible, and most employees work from the comfort of home, allowing them to enjoy work and a personal life. We provide extensive job training, and our Lighthouse Academy is available to all employees, providing an abundance of opportunity for professional growth in a variety of areas.

The Role

The Financial Analyst and/or Virtual Chief Financial Officer serves as a trusted financial partner for independent insurance agencies. This role goes beyond transactional accounting. It focuses on financial insight, accuracy, and judgment that help agency owners make informed decisions. You will own the financial oversight of assigned client accounts, ensuring reporting is accurate, timely, and actionable. Working closely with Segment Managers and Regional Managers, you will help maintain Angela Adams Consulting’s reputation as the premier provider of insurance agency financial services.

This role is ideal for an experienced insurance accounting professional who enjoys client interaction, values precision, and wants to apply their expertise at a higher level — without sacrificing balance or autonomy.

Core Responsibilities

• Ensure all 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 client needs and recommend solutions-based services


• Always maintain strict confidentiality regarding client, company, and staff information


• Accurately track 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 forma reporting for clients


• Perform detailed expense analysis to support client decision-making


• Review and reconcile general ledger accounts


• Develop and deliver comprehensive sales and production reports


• Manage producer commissions with accuracy and timeliness


• Oversee 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 carrier volume reporting

Success in this role looks like

Success in the Financial Analyst role means stakeholders trust your judgment, work is completed accurately and on time, and issues are anticipated rather than reacted to. Your time is spent on high value analysis rather than rework. Your financial reports are clean and timely, with your projects staying within scope and budget. You are successful when your work is reliable, adds measurable value, and supports sound decision making across the teams you serve.

Benefits

• Paid time off


• Health Insurance


• Dental Insurance


• Vision Insurance


• Life Insurance


• 401(k) plan with matching


• Other voluntary benefits

Requirements

• Minimum of three years of experience in Insurance Accounting


• Proficiency with Microsoft Office applications


• Strong attention to detail with excellent organizational skills


• CPA designation preferred but not required


• Self-motivated and able to work independently


• Reliable high-speed internet with a dedicated, distraction-free home workspace suitable for confidential financial work