trustpoint

Financial Analyst

Charleston, South Carolina, United States

Sponsorship not specifiedDetected 4 hours ago

Financial ModelingFinancial AnalysisAccountingExcelValuationCommunication

About the role

This is a fully remote position; however, candidates must reside in the Charleston, South Carolina area.
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.
Ongoing Client Support & Reporting
Analysis & Project Support
Support agency valuation projects by assisting with financial normalization, maintaining models, and preparing backup documentation.
Develop a working understanding of financial consulting for independent insurance agencies.
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.

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.

Entry-Level Financial Analyst
however, candidates must reside in the Charleston, South Carolina area.
Local residency is a requirement for this role.
Experience in the insurance industry is strongly preferred and will be considered a significant advantage.
Client Onboarding & Financial Preparation
Assist with onboarding new CFO clients by collecting and organizing financial data.
Help ensure financial information is accurate, complete, and ready for analysis.
Prepare and update monthly financial reports for CFO clients.

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 listing is sourced directly from trustpoint's careers page and normalized into a canonical job model.