Remote Financial Analyst & Virtual CFO – Insurance Agencies

Angela Adams Consulting Services; Fully; Remote; USD 111.000 - 186.000; Vollzeit

Benefits dieser Stelle

Paid time off

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) plan with matching

Other voluntary benefits

Zusammenfassung

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

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Insurance accounting

Excel

Independent work

Attention to detail

Ausbildung

CPA designation preferred

Tools

Microsoft Office

Jobbeschreibung

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