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Independent Financial Analyst Jobs (NOW HIRING)

Countybank

Financial Analyst

Greenwood, SC · On-site

Financial Analyst Countybank Location: Greenwood, South Carolina (on-site) Countybank is seeking a ... Ability to work independently while collaborating effectively with team members and internal ...

Countybank

Financial Analyst

Greenwood, SC · On-site

Financial Analyst Countybank Location: Greenwood, South Carolina (on-site) Countybank is seeking a ... Ability to work independently while collaborating effectively with team members and internal ...

OneOncology

Financial Analyst

Nashville, TN · On-site

... independent physicians and the patients they serve. Role Summary: The Financial Analyst supports ... the organization's financial planning, reporting, budgeting, forecasting, and business decision ...

Medical Mutual of Ohio

Financial Analyst

Dublin, OH · On-site

Financial Analyst III Job Summary: Provides analysis and accurate and timely financial information ... Works independently to solve problems, complete special projects, and conduct monthly activities.

Avispa Technology

Financial Analyst

San Francisco, CA · Remote

$30/hr

This role requires a strong accounting or finance professional who can work independently in a complex environment, analyze financial data, resolve operational issues, and collaborate across finance ...

Aya Healthcare

Financial Analyst

San Diego, CA · Hybrid

Proficiency with AI tools (including Claude and ChatGPT) to independently augment analysis workflows, accelerate research, and enhance the quality of financial deliverables. * Experience writing and ...

Avispa Technology

Financial Analyst

San Francisco, CA · On-site

$30/hr

This role requires a strong accounting or finance professional who can work independently in a complex environment, analyze financial data, resolve operational issues, and collaborate across finance ...

Aya Healthcare

Financial Analyst

San Diego, CA · On-site

Proficiency with AI tools (including Claude and ChatGPT) to independently augment analysis workflows, accelerate research, and enhance the quality of financial deliverables. * Experience writing and ...

Belcan

Financial Analyst

Dillon, SC · On-site

$62K - $73K/yr

The ideal candidate is an effective communicator who can work independently, investigate financial ... Analyze balance sheet and income statement variances, identify root causes and prepare executive ...

AMBE Engineering LLC

Financial Analyst

Rome, GA · On-site

Financial Analyst Full-Time Rome, Georgia The Financial Analyst will analyze past financial ... Able to act independently, operating on accurate details and excellent judgment. * Ability to ...

Belcan

Financial Analyst

Dillon, SC

$62K - $73K/yr

The ideal candidate is an effective communicator who can work independently, investigate financial ... Analyze balance sheet and income statement variances, identify root causes and prepare executive ...

Independence Pet Group

Financial Analyst

Chicago, IL · On-site

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a ... The Financial Analyst's responsibilities span across establishing consistent and fundamental ...

Summa

Financial Analyst

Rochester, NY

$80K - $100K/yr

Financial Analyst (Manufacturing) Location: Rochester, NY Duration: Direct Hire Compensation: 80 ... Self-starter who can work independently but collaborate with cross-functional teams EEO Statement ...

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Independent Financial Analyst information

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How much do independent financial analyst jobs pay per year?

As of Jul 22, 2026, the average yearly pay for independent financial analyst in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.

What is the difference between Independent Financial Analyst vs Financial Advisor?

AspectIndependent Financial AnalystFinancial Advisor
CredentialsOften holds CFA, CPA, or similar certificationsTypically holds CFP, Series 7, or Series 65 licenses
Work EnvironmentWorks independently or for firms analyzing investments and marketsProvides personalized financial planning and investment advice to clients
Employer & IndustryFinancial firms, investment banks, or as freelancersFinancial planning firms, banks, or independent practices

While both roles involve financial expertise, Independent Financial Analysts focus on analyzing investments and market data, often working independently or for firms, whereas Financial Advisors provide personalized financial planning and advice directly to clients. The certifications and work environments differ, but both require strong financial knowledge and industry credentials.

Can a financial analyst work independently?

Yes, a financial analyst can work independently, often as a freelancer or consultant, providing analysis and advice to clients without being employed by a specific company. Independent financial analysts typically need strong analytical skills, relevant certifications, and access to financial data and tools to perform their work effectively.

Is 40 too late to start a career in finance?

Starting a career as an independent financial analyst at age 40 is feasible, as the profession values skills, experience, and certifications like the CFA. Many professionals transition into finance later in life, leveraging their prior experience and continuing education to succeed in the field.

What does an Independent Financial Analyst do?

An Independent Financial Analyst evaluates financial data, market trends, and investment opportunities to provide objective advice to clients without affiliations to financial institutions. They analyze portfolios, forecast economic conditions, and offer recommendations tailored to individual or business goals. Being independent allows them to deliver unbiased analysis, focusing solely on the client’s best interests. Their services may include asset allocation, risk assessment, and financial planning. They often work as consultants or freelancers for individuals, small businesses, or larger organizations.

Can you freelance as a financial analyst?

Yes, independent financial analysts can work as freelancers, providing services such as financial modeling, analysis, and consulting to clients on a project basis. Freelancers often need strong analytical skills, relevant certifications, and proficiency with tools like Excel or financial software to succeed in this role.

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

To excel as an Independent Financial Analyst, you need a strong background in finance, accounting, and data analysis, typically supported by a relevant degree or CFA certification. Familiarity with financial modeling tools, Excel, data visualization software, and market research databases is crucial. Analytical thinking, attention to detail, and strong communication skills help you interpret data and present actionable insights to clients. These abilities ensure accurate financial recommendations and build client trust in a competitive advisory environment.

How does an Independent Financial Analyst typically find and retain clients?

As an Independent Financial Analyst, building a client base often involves networking, leveraging professional connections, and establishing a strong personal brand through thought leadership, such as publishing analyses or attending industry events. Retaining clients requires consistent, high-quality service, transparent communication, and regularly demonstrating value by providing tailored financial insights and recommendations. Many analysts also rely on referrals and maintaining ongoing relationships through regular check-ins and performance reviews. Success in this role depends on both analytical expertise and the ability to foster trust with clients.

Is AI replacing financial analysts?

AI is transforming the role of financial analysts by automating data analysis and reporting tasks, allowing analysts to focus on strategic decision-making. While AI tools can handle routine work, human judgment, industry knowledge, and interpretative skills remain essential in financial analysis roles.
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Independent Financial Analyst jobs near you
Financial Analyst

Financial Analyst

Countybank

Greenwood, SC • On-site

Full-time

Posted 18 days ago

Job description

Financial Analyst
Countybank
Location: Greenwood, South Carolina (on-site)
Countybank is seeking a detail-oriented Financial Analyst to deliver sound financial analysis that supports timely, well-documented credit decisions. This mid-level, on-site role partners closely with lenders and the Credit Department to evaluate requests for new and existing customers and monitor portfolio quality.
If you're ready to apply your accounting foundation in a high-standards credit environment, we encourage you to apply.
Key Responsibilities:
  • Coordinates activities with the lending team to support the workflow of commercial credits, including compliance with loan policy, credit quality standards, and preparation of financial analysis in accordance with the Bank's underwriting procedures.
  • Performs rigorous analysis of financial statements, including sensitivity/scenario analysis, identification of key risks and mitigants, and recommendations based on due diligence to support approval/denial decisions by business development officers and credit administration.
  • Maintains open communication and collaboration between business development teams and Credit Administration by providing clear, timely updates on status, progress, and required information.
  • Ensures transactions conform to the Bank's loan guidelines; assists in identification, disclosures, and appropriate mitigation of policy exceptions as part of the underwriting process.
  • Monitors existing relationships for adherence to loan covenants and conditions; helps maintain required information and ensures timely reporting and documentation.

Commercial Loan Review and Underwriting:
  • Manages risk within the commercial loan portfolio through detailed analysis of corporate and individual financials, industry trends, cash flow, and collateral.
  • Engages Credit Administration throughout the process as appropriate based on complexity, risk, or policy considerations.
  • Performs relationship reviews as needed, including assessment of financial condition, management strength, collateral, cash flow, and documentation quality.
  • Monitors annual review progress and provides reporting to Senior Leadership; maintains and updates servicing items and tracking requirements as appropriate.

Professional Development:
  • Pursues ongoing professional development through seminars, association meetings, and relevant coursework to remain current on underwriting practices and industry trends.
  • Maintains community involvement through participation in civic clubs and organizations, supporting the Bank's presence and relationships within the market.

Education and Experience:
  • Bachelor's degree in finance, business, accounting, or related field; or Associate's degree with 3-5 years of relevant experience - Strong accounting fundamentals and financial analysis skills (income statement, balance sheet, cash flow) - Advanced modeling capability and sound judgment - Excellent written communication, organization, and ability to work independently while collaborating effectively

Abilities and Skills:
  • Strong critical thinking, problem-solving, and sound judgment; demonstrates creativity in developing practical solutions.
  • Advanced financial analysis and modeling skills.
  • Ability to read, interpret, and analyze personal and business tax returns, financial statements, and credit reports.
  • Strong organizational, interpersonal, and communication skills.
  • Excellent written communication skills and attention to detail.
  • Ability to work independently while collaborating effectively with team members and internal partners.

A Typical Day in this Role:
Your day is primarily desk-based and centered on active deal flow with lenders. You'll receive financial statements, review them for accuracy, and complete financial analysis to understand performance and repayment capacity. As questions arise, you'll identify what additional information is needed, draft targeted follow-ups, and connect with lenders via phone, email, or chat to confirm next steps with the customer. You'll also prepare concise email summaries that outline the financials so the lender and credit leadership can quickly review and determine how to proceed. On a weekly or monthly basis, you'll assist with management reporting, annual review tracking, loan tickler monitoring, and audit/exam support.
This is a full-time position in a smoke and drug-free workplace. Countybank offers a values-driven culture that supports employee growth, satisfaction, and professional success. Compensation commensurate with experience, education, and qualifications.
About Countybank
Our Mission: To Serve Our Clients, Our Communities, and Our Employees
Countybank began its service to the Greenwood community in 1933, when it was founded by a group of Greenwood businessmen as The County Bank. While the bank has evolved through its history to operate as a complete family of financial services, our core mission has never changed. We remain an independent, locally owned institution that is focused on meeting the financial needs of the families and businesses of Greenwood, Greenville, Greer, Simpsonville, Anderson and surrounding Upstate communities.
How We Give Back
The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr., to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational, and cultural programs, including the establishment of several college scholarships and endowments.
In addition to the Foundation's contributions, Countybank employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank volunteer with local charitable and civic organizations.
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