Financial Analyst

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.