Financial Analyst

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We’relooking for anEntry-Level Financial Analystto join our growing team and support our Fractional CFOs as we serve an expanding base of agency clients. This role is ideal for a recent graduate or early-career professional who is eager to build strong financial analysis skills, learn how financial data supports strategic decision-making, and gain exposure to client advisory work.

As an Analyst, you will work closely with experienced CFOs to support client onboarding, prepare financial reports, andassistwith analytical projects such as valuations, compensation studies, and acquisition evaluations. This is a highly collaborative, learning-focused role with a clear path for growth as skills and experience develop.

• Assist with onboarding new CFO clients by collecting and organizing financial data.
• Support the preparation of budgets, cash flow analyses, and benchmarking reports.
• Help ensure financial information is accurate, complete, and ready for analysis.

• Prepare and update monthly financial reports for CFO clients.
• Track results against budgets, forecasts, and key performance indicators.
• Flag variances, trends, and data inconsistencies for review by senior CFOconsultants.

• Support agency valuation projects byassistingwith financial normalization,building and maintainingmodels, and preparing backup documentation.
• Assist with compensation analysis, benchmarking, acquisition analysis, financial modeling, and other special projects.
• Contribute to the internal data and benchmarking initiatives to improve reporting tools and processes.
• Attend client meetings with senior CFOconsultantsto observeand learn best practices in financial advisory services.
• Draft meeting notes, summaries, and follow-up items.
• Develop a working understanding of financial consulting for independent insurance agencies.

• Bachelor's degree in Finance, Accounting, Economics, Business, orrelatedfield.
• Strong analytical skills with attention to detail.
• Proficiency in Excel. Experience with financial modeling or reporting tools is a plus.
• Strong communication, written, verbal and and interpersonal skills
• Ability to organize data, meet deadlines, and work in a collaborative team environment.
• Self motivated and driven.
• Eagerness to learn and grow in a client-focused financial role.
• Experience in the insurance industry or an independent insurance agency is a plus.

This role is designed as a foundational position with opportunities to take on increasing responsibility and grow into more advanced analytical or advisory roles over time.

• Entry level

• Full-time

• Finance and Sales

• Insurance

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Charleston, SC $89,880.00-$ 2 months ago

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