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Entrylevel 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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Entrylevel Financial Analyst information

See Riverside, CA salary details

$40.2K

$91.9K

$123.1K

How much do entrylevel financial analyst jobs pay per year?

As of Jul 14, 2026, the average yearly pay for entrylevel financial analyst in Riverside, CA is $91,923.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,000.00 and $115,300.00 per year, depending on experience, location, and employer.

What are the typical responsibilities and team interactions for an entry-level financial analyst?

As an entry-level financial analyst, you can expect to spend much of your time collecting, organizing, and analyzing financial data to support senior analysts and management in decision-making. Your daily tasks may include creating financial models, preparing reports, and assisting with budgeting or forecasting processes. Collaboration is common—you'll often work closely with other analysts, accountants, and business units to gather information and ensure accurate financial analysis. This role offers exposure to various departments, providing a solid foundation for career growth within finance.

What is the difference between Entrylevel Financial Analyst vs Financial Associate?

AspectEntrylevel Financial AnalystFinancial Associate
Required CredentialsBachelor's degree in finance, accounting, or related field; internships often preferredBachelor's degree in finance, economics, or related field; similar internship experience
Work EnvironmentCorporate finance departments, investment firms, or banks; analytical and data-driven tasksFinancial services firms, banks, or investment companies; client-facing and support roles
Employer & Industry UsageCommonly used in finance, banking, and investment industriesUsed across banking, asset management, and financial services sectors

Both roles typically require a bachelor's degree and similar internships. An Entrylevel Financial Analyst focuses more on analyzing financial data and supporting decision-making, while a Financial Associate often handles client interactions and support tasks. The roles overlap in industry and credentials but differ slightly in daily responsibilities.

What does an entry-level financial analyst do?

An entry-level financial analyst typically assists senior analysts and managers by gathering and analyzing financial data, preparing reports, and creating financial models. Their responsibilities often include tracking a company’s financial performance, evaluating budgets, and helping with forecasting and planning. They may also research market trends and assist in making recommendations for investments or cost-saving strategies. This role is a great starting point for gaining experience in finance and learning how to interpret complex data to support business decisions.

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 need a solid background in finance, accounting, or economics, typically supported by a bachelor’s degree in a related field. Familiarity with Excel, financial modeling software, and data analysis tools such as Bloomberg Terminal or SQL is highly valuable. Strong analytical thinking, attention to detail, and effective communication set standout analysts apart. These skills are crucial for accurately interpreting financial data and producing actionable insights that drive business decisions.
What cities near Riverside, CA are hiring for Entrylevel Financial Analyst jobs? Cities near Riverside, CA with the most Entrylevel Financial Analyst job openings:
Commercial Surety Underwriter

Commercial Surety Underwriter

IAT Insurance Group

Anaheim, CA • On-site

$55K - $120K/yr

Full-time

Medical, Retirement, PTO

Re-posted 14 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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