Charleston, South Carolina, United States · Remote OK
We’re looking 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 profes…
Skills: Financial Analysis, Financial Modeling, Excel, Budgeting, Cash Flow Analysis
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Support Fractional CFOs by preparing financial reports, budgets, and cash flow analyses for agency clients. Assist with specialized projects including valuations, compensation studies, and client onboarding processes.
Requires a Bachelor's degree in Finance, Accounting, Economics, or a related business field. Candidates must be proficient in Excel with strong analytical skills and a desire to grow in a client-facing advisory role.
We’re looking 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, and assist with 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
Client Onboarding & Financial Preparation
· 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.
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 CFO consultants.
Analysis & Project Support
· Support agency valuation projects by assisting with financial normalization, maintaining models, and preparing backup documentation.
· Assist with compensation analysis, acquisition evaluations, and other special projects.
· Contribute to internal data and benchmarking initiatives to improve reporting tools and processes.
Client Exposure & Learning
· Attend client meetings with senior CFO consultants to observe and 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, or a related field.
· Strong analytical skills with attention to detail.
· Proficiency in Excel; experience with financial modeling or reporting tools is a plus.
· Ability to organize data, meet deadlines, and work in a collaborative team environment.
· Strong written and verbal communication skills.
· Eagerness to learn and grow in a client-focused financial role.
Growth Opportunity
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.
The best award we win is the renewed trust of our customers year after year. It means we are doing our job.
Trustpoint Insurance is an independent insurance agency selling property, general liability and professional liability, bonds, life and health products to commercial and individual clients throughout the United States. Coverage is offered through a variety of standard insurance companies directly represented by this agency and wholesale brokers. Our strength is in the quality and depth of our products and staff. People choose to do business with us because they believe in our ability to meet or exceed their expectations of price, service, and expertise. We emphasize the importance of good communication between agent and client to ensure you are offered customized coverage. Through these kinds of discussions our clients become better informed about risk exposure, risk management, risk transfer and getting the most value from every dollar of insurance premium.
Offices: 16 e Church Ave SE, Roanoke, Virginia 24011, US · 2343 Front Street, Richlands, VA 24641, US
The best award we win is the renewed trust of our customers year after year. It means we are doing our job.
Trustpoint Insurance is an independent insurance agency selling property, general liability and professional liability, bonds, life and health products to commercial and individual clients throughout the United States. Coverage is offered through a variety of standard insurance companies directly represented by this agency and wholesale brokers. Our strength is in the quality and depth of our products and staff. People choose to do business with us because they believe in our ability to meet or exceed their expectations of price, service, and expertise. We emphasize the importance of good communication between agent and client to ensure you are offered customized coverage. Through these kinds of discussions our clients become better informed about risk exposure, risk management, risk transfer and getting the most value from every dollar of insurance premium.
Offices: 16 e Church Ave SE, Roanoke, Virginia 24011, US · 2343 Front Street, Richlands, VA 24641, US
