Financial Analyst

About 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.

Responsibilities

• Ensure all contractual obligations to clients, including time worked and deliverables, are consistently met.
• Communicate regularly, proactively, and effectively with leadership, internal staff, prospects and clients.
• Identify additional client needs and recommend solutions-based services.
• Always maintain stick 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 detained expense analysis to support client decision-making.
• Review and reconcile general ledger accounts.
• Create and analyze trending profit and loss (P&L) statements.
• Support budgeting processes to help agencies meet financial goals.
• Maintain carrier volume reporting.

Qualifications

• 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