Financial Analyst

Job Description

At Veracity, we aim to be a different kind of insurance partner—one that is free from outside investors, venture capital, or the pressures of a corporate parent.

Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution.

We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies.

We’re growing fast and want you to be a part of it!

We’re looking for a talented, detail-oriented Financial Analyst to join our team on a hybrid schedule. Under the direction of the Sr. Financial Analyst this role will be responsible for performing ad hoc analysis and creating robust forecasting models to assist in executive decision-making that will drive maximum efficiency and profitability.

Key Responsibilities

Gathering and analyzing financial data from company reports and providing forecasting support

Creating and updating financial models to project future performance based on different scenarios and assisting in creating financial forecasts

Preparing detailed reports outlining findings, analysis, and recommendations for executive management to guide and influence long-term strategic decision making

Providing creative alternatives and recommendations to reduce costs and improve financial performance

Assembling and summarizing data to structure sophisticated reports on financial status and risks

Conducting business studies on past, future, and comparative performance and developing forecasting models

Identifying trends and recommending strategic actions to executive management

Providing expertise, advice, planning, and support for accounting projects

Tracking and determining financial status by analyzing actual results in comparison with forecasts

Required to perform other duties as requested, directed, or assignedRequirements and Qualifications

Bachelor’s degree in finance, accounting, or related field

Proven working experience as a Financial Analyst

Strong analytical skills and ability to interpret financial data

Proficiency in financial modeling software (e.g., Excel)

Knowledge of accounting principles and financial analysis techniques

Understanding of economic and market trends

Excellent communication and presentation skills

Attention to detail and ability to work under pressurePerks

Health, dental, and vision plans

Amazing work-life balance with 4 weeks of Paid Time Off

10 Paid Company Holidays with 2 floating holidays

401K Programs with employer match

Personal assistant programs for support in a healthy personal and work lifeWhy Veracity?

Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people “do” insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:

Engage in groundbreaking projects that are reshaping the insurance landscape

Collaborate with a group of dedicated, like-minded professionals

Experience a culture that prioritizes growth and developmentCompensation Range: $85k/yr - $100k/yr

We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.

If you need accommodation, please let us know during the interview process.

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Full-time

Hybrid remote