Financial Analyst

Job Summary

Serving as a trusted financial partner for independent insurance agencies, the full-time Financial Analyst will manage financial oversight of client accounts, ensuring accurate and timely reporting while working remotely.

Key responsibilities

• Ensure all contractual obligations to clients are consistently met and deliverables are provided on time
• Prepare and analyze year-end financial reports, including Production vs. Income reporting and detailed expense analysis
• Collaborate with CPAs on year-end reporting and support budgeting processes to help agencies meet financial goals

Required qualifications

• Minimum of three years of experience in Insurance Accounting
• Proficiency with Microsoft Office applications
• CPA designation preferred but not required
• Self-motivated and able to work independently
• Reliable high-speed internet with a suitable home workspace for confidential financial work