Financial Analyst

AgencyFocus™

Charleston (SC)

On-site

USD 89,880 - 107,856

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

A growing financial services firm seeks an Entry-Level Financial Analyst in Charleston, SC. This role is perfect for recent graduates eager to develop financial analysis skills while supporting experienced CFOs. Responsibilities include assisting in client onboarding, preparing financial reports, and engaging in various analytical projects. Ideal candidates should have a Bachelor's in Finance and strong analytical abilities, with opportunities for career advancement as skills grow. The position offers full-time employment within a dynamic team environment.

Qualifications

Bachelor's degree in a related field is required.
Strong analytical skills and attention to detail are essential.
Eagerness to learn and grow in a client-focused financial role.

Responsibilities

Assist with onboarding new CFO clients by collecting and organizing financial data.
Prepare and update monthly financial reports for CFO clients.
Support agency valuation projects and financial modeling.

Skills

Strong analytical skills

Proficiency in Excel

Strong communication skills

Ability to organize data

Self motivated

Education

Bachelor's degree in Finance, Accounting, Economics, Business

Tools

Financial modeling tools

Job description

Direct message the job poster from AgencyFocus™

Overview

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.

Key Responsibilities

Assistwith 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 isaccurate, complete, and ready for analysis.

Ongoing Client Support & Reporting

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.

Analysis & Project Support

Support agency valuation projects byassistingwith financial normalization,building and maintainingmodels, and preparing backup documentation.
Assistwith compensation analysis, benchmarking, acquisition analysis, financial modeling, and other special projects.
Contributeto theinternal 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.

Qualifications & Skills

Bachelor's degree in Finance, Accounting, Economics, Business, orrelatedfield.
Strong analytical skills with attention to detail.
Proficiencyin Excel. Experiencewith 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.

Seniority level