Greer, SC

Finance Jobs in Greer, SC

2 jobs found

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2mo ago

Financial Analyst (PRO)

Maddox Industrial Transformer Greer, SC

Greer, SC

2mo ago Closed

$75k - $90k/yr Full time Accounting Analytical Skills Budgeting

This position is no longer accepting applications (closed Jul 26, 2026).

Job Description

The Financial Analyst (PRO) role at Maddox Industrial Transformer centers on developing the FP&A function, partnering with operations across multiple business units, and leading planning, forecasting, and reporting efforts. This onsite position is based in Greer, SC, with a salary range of USD 75,000 to 90,000 per year. Candidates should hold a Bachelor's degree in Finance or Accounting and bring 2 to 3 years of financial analysis experience.

Responsibilities

Collaborate with operations leaders in the construction, hospitality, real estate, facilities management, and event services units to deliver accurate financial results, planning, and analysis
Design and implement the annual planning cycle, monthly forecasts, and variance analyses
Compile project spend forecasts and reports for construction project managers
Generate prime cost metrics and assist in establishing performance targets for restaurant general managers
Develop cash flow forecasts to support treasury management
Partner with the systems team to produce automated SQL-based BI reports and dashboards

Requirements

Bachelor's degree in Finance or Accounting
2-3 years of financial analysis experience
Highly organized with meticulous attention to detail and proactive time management
Solution-oriented professional with strong interpersonal and communication skills

Technologies

SQL
Metabase
BigQuery
Google Sheets
Microsoft Excel
Google Docs
Microsoft Word
Xero

Benefits

Three weeks of paid time off
Health and wellness benefits with traditional insurance or cash in lieu
Paid paternity/maternity leave
401(k) with 100% match up to 8% of wages
Paid holidays
Marriage and family gifts to celebrate significant life events
Vision, dental, short term disability, additional life insurance, and accident coverage (as eligible)

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5mo ago

Financial Advisor / Certified Financial Planner

Trade Street Wealth Advisors Greer, SC

Greer, SC

5mo ago Closed

Full time Advisor Certified CFP

This position is no longer accepting applications (closed May 5, 2026).

Job Description

Trade Street Wealth Advisors seeks an in-office Financial Advisor (CFP or pursuing CFP) to guide clients in Greer, SC, deliver personalized financial planning, and contribute to firm growth.

Responsibilities

Provide comprehensive financial guidance by crafting and implementing tailored plans and strategies for clients.
Lead and participate in client meetings to discuss financial planning, retirement objectives, and investment approaches.
Regularly review client accounts and portfolios to ensure alignment with stated goals and objectives.
Evaluate client risk tolerance and recommend appropriate investment strategies accordingly.
Offer fiduciary guidance and uphold the best interests of clients at all times.
Build and maintain long-term client relationships through proactive communication and trusted advisory support.
Identify opportunities to strengthen existing relationships and contribute to the firm’s growth trajectory.
Proactively pursue new client relationships and support business development initiatives.
Show leadership within the team by sharing ideas, refining processes, and enhancing the client service model.

Requirements

CFP designation or active pursuit of CFP certification.
Series 7 license.
Two or more years of experience in financial services.
Strong communication and relationship-building skills.
Professional, ethical, and self-motivated demeanor.
Ability to thrive in a small, fast-paced team environment.

Benefits

Competitive salary plus bonuses.
Health care benefits.
401(k) plan with company match.
Eleven paid national holidays.
Paid vacation time.

Schedule

Monday through Thursday: 9:00 AM - 5:00 PM (1 hour lunch).
Friday: 9:00 AM - 4:00 PM (1 hour lunch).

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Finance Jobs in Greer, SC

Financial Analyst (PRO)

Financial Advisor / Certified Financial Planner

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