Financial Analyst

Direct message the job poster from AgencyFocus™ Overview We’relooking for an Entry-Level Financial Analyst to 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 Entry level Employment type Full-time Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at AgencyFocus™ by 2x Sign in to set job alerts for “Financial Analyst” roles. Charleston, SC $89,880.00-$107,856.00 2 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr