Financial Analyst Job Fully Canton du Valais Switzerland,Insurance

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

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…