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Entry Level Financial Analyst Jobs in Riverside, CA

Commercial Surety Underwriter

Anaheim, CA · On-site +1

$55K - $120K/yr

Financial and account analysis of pertinent financial data, authority, and referral requirements ... We offer comprehensive benefits like: * 26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid ...

... Excel-based financial software applications * Ability to extract, analyze, reconcile, and ... entry level to executive leadership. Our mission is to connect employers with the right talent--and ...

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Entry Level Financial Analyst information

See Riverside, CA salary details

$14

$28

$56

How much do entry level financial analyst jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for entry level financial analyst in Riverside, CA is $28.97, according to ZipRecruiter salary data. Most workers in this role earn between $20.05 and $31.35 per hour, depending on experience, location, and employer.

What is the difference between Entry Level Financial Analyst vs Financial Associate?

AspectEntry Level Financial AnalystFinancial Associate
Required CredentialsBachelor's in Finance, Economics, or related field; often some internship experienceBachelor's degree in Finance, Accounting, or related field; may require some certification
Work EnvironmentCorporate finance departments, investment firms, or banks; analytical and reporting tasksFinancial services firms, banks, or accounting firms; client-facing and support roles
Employer & Industry UsageCommonly used in finance, banking, and investment industriesUsed across banking, asset management, and financial services sectors

The main difference between an Entry Level Financial Analyst and a Financial Associate lies in their focus and responsibilities. Financial Analysts primarily analyze data, prepare reports, and support investment decisions, while Financial Associates often handle client interactions, support financial transactions, and assist with account management. Both roles require similar educational backgrounds, but their day-to-day tasks and career paths differ slightly, with Analysts more focused on analysis and Associates on client support.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Analyst, and why are they important?

To thrive as an Entry Level Financial Analyst, you generally need a bachelor's degree in finance, accounting, or a related field, along with strong analytical and quantitative skills. Familiarity with Excel, financial modeling software, and sometimes experience with databases or ERP systems are typically required, and pursuing certifications like CFA Level I can be advantageous. Attention to detail, effective communication, and organizational abilities are standout soft skills in this role. These competencies are crucial for delivering accurate financial insights, supporting business decision-making, and ensuring reliable reporting within a fast-paced environment.

Is AI replacing financial analysts?

AI is automating certain tasks performed by financial analysts, such as data analysis and reporting, but it is not replacing the role entirely. Financial analysts still rely on critical thinking, industry knowledge, and judgment that AI cannot replicate, making their skills valuable in interpreting data and making strategic decisions.

What is the best entry-level finance job?

An entry-level financial analyst role is a common starting position in finance, involving data analysis, financial modeling, and reporting. It typically requires strong Excel skills, attention to detail, and a bachelor's degree in finance, accounting, or related fields. This role provides foundational experience for advancing into more senior finance positions.

Can I be a financial analyst with no experience?

Entry level financial analyst positions often require little to no professional experience, focusing instead on relevant skills such as Excel, financial modeling, and analytical thinking. Internships, coursework, or certifications like CFA Level 1 can help demonstrate your capabilities to employers. Gaining practical experience through internships or entry-level roles can improve your chances of securing a financial analyst position.

What are some common challenges faced by entry-level financial analysts during their first year, and how can they overcome them?

Entry-level financial analysts often encounter challenges such as managing large volumes of data, meeting tight deadlines for reports, and quickly learning company-specific financial systems. To overcome these hurdles, it's helpful to actively seek mentorship from senior analysts, participate in training sessions to sharpen technical skills, and stay organized with task lists and calendar reminders. Building strong relationships with colleagues in finance and related departments can also provide valuable support and insight, making the transition smoother and more productive.

What do entry-level financial analysts do?

Entry-level financial analysts gather and analyze financial data to support business decision-making. They prepare reports, create financial models using tools like Excel, and assist with budgeting, forecasting, and market research under supervision.

What Is the Job of an Entry-Level Financial Analyst?

Entry-level financial analysts compile budget and income statement forecasts into reports. In this role, you analyze the information for a business and provide advice on how to improve the financial health of the company. As part of your duties, you may look at investments and stocks and provide information on their performance and how the company could better use their assets. You might also provide information on how to reduce operating costs. The entry-level financial analyst presents these findings to company decision-makers, who may not understand the nuances of accounting. Because of this, you may be required to explain your findings at a basic level.

What does an Entry Level Financial Analyst do?

An Entry Level Financial Analyst is responsible for gathering, analyzing, and interpreting financial data to help their organization make informed business decisions. They typically prepare reports, assist with budgeting and forecasting, and evaluate financial performance under the supervision of senior analysts or managers. This role often involves using spreadsheets, financial modeling, and various analytical tools to assess trends and identify opportunities or risks. Entry level analysts may also support the preparation of presentations and participate in meetings with other departments or clients. It's a foundational role that provides exposure to different aspects of finance and helps build essential analytical skills.
What are the most commonly searched types of Financial Analyst jobs in Riverside, CA? The most popular types of Financial Analyst jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Entry Level Financial Analyst jobs? Cities near Riverside, CA with the most Entry Level Financial Analyst job openings:
Infographic showing various Entry Level Financial Analyst job openings in Riverside, CA as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 83% Full Time, 9% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $60,260 per year, or $29 per hour.
Commercial Surety Underwriter

Commercial Surety Underwriter

IAT Insurance Group

Anaheim, CA • On-site

$55K - $120K/yr

Full-time

Medical, Retirement, PTO

Re-posted 13 days ago


IAT Insurance Group rating

8.7

Company rating: 8.7 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

66th of 281 rated insurance


Job description

IAT Insurance Group is seeking a highly skilled Commercial Surety Underwriter to join our team in Anaheim, California. For the ideal candidate, we are open to remote work from Washington or Oregon, or from our Bellevue location. This position supports our Pacific Northwest book of business and involves occasional travel.
Key responsibilities include collaborating with regional office underwriters, home office personnel, agents, and principals. This role follows a hybrid schedule, reflecting our commitment to ownership, collaboration, and teamwork. You will work from the Anaheim office Monday through Wednesday, with the option to work remotely on Thursday and Friday.
This is an excellent opportunity for professional growth and development within a dynamic and supportive environment.
Responsibilities:
  • Financial and account analysis of pertinent financial data, authority, and referral requirements for consideration of new, existing, and renewal business
  • Requesting and gathering financial information on assigned accounts
  • Bond renewal preparation and determination on whether bonds should be canceled
  • Maintain Agency relationships and provide exceptional service and support. May have authority to underwrite low-value bonds and renewals
  • Provide general direction to the Account Managers for bond processing.
  • Provide quality recommendations to Branch and Home Office Reports on assigned accounts and agents
  • Rate and review bonds for premium and classification accuracy
  • Ensure accuracy and completeness of files and verify that all necessary documentation is complete in the file
  • Act as the primary service contact and visit agents assigned by the Regional Manager in order to foster and maintain an ongoing relationship
  • Accurately communicate knowledge of assigned accounts to Branch and Home Office personnel via written and verbal means
  • Prioritize workflow to ensure work is done in a timely fashion and all deadlines are met
  • Travel on a limited basis
  • Perform other duties as needed

Qualifications:
Must-Have:
  • Bachelor's degree in Risk Management, Finance, Mathematics, Business or related with at least 2 years experience in Surety or equivalent
  • Equivalent is defined as 6 years of relevant Commercial or Contract Surety underwriting experience
  • We will consider commercial or contract experience
  • Strong marketing skills and ability to obtain new business and work with clients
  • Strong competency in quantitative and financial analysis
  • Requires strong math aptitude, excellent verbal and written communication, interpersonal and negotiating skills
  • Must be customer service oriented and have the utmost integrity
  • Ability to travel on a limited basis
  • To qualify, applicants must be authorized to work in the United States and must not require VISA sponsorship, now or in the future, for employment purposes

Preferred to Have:
  • AFSB industry designation

Compensation:
Please note, that the annual gross salary range associated with this posting is $55,200 - $120,330. This range represents the anticipated low and high end of the base salary for this position. Actual salaries will vary based on factors such as a candidate's qualifications, skills, competencies, and geographical location related to this specific role. The total compensation will include a base salary, performance-based bonus opportunities, 401(K) match, profit-sharing opportunities, and more.
To view details of our full benefits, please visit https://www.iatinsurancegroup.com/careers/benefits
IAT Insurance Group is the largest private, family-owned property and casualty insurer in the U.S. Insurance Answers Together® is how we define IAT, in letter and in spirit. We work together to provide solutions for people and businesses. We collaborate internally and with our partners to provide the best possible insurance and surety options for our customers.
At IAT, we're committed to driving and building an open and supportive culture for all. Our employees propel IAT forward - driving innovation, stable partnerships and growth. That's why we continue to build an engaging workplace culture to attract and retain the best talent.
We offer comprehensive benefits like:
  • 26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off
  • 7% 401(k) Company Match and additional Profit Sharing
  • Hybrid work environment
  • Numerous training and development opportunities to assist you in furthering your career
  • Healthcare and Wellness Programs
  • Opportunity to earn performance-based bonuses
  • College Loan Assistance Support Plan
  • Educational Assistance Program
  • Mentorship Program
  • Dress for Your Day Policy

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We maintain a drug-free workplace and participate in E-Verify.

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