Financial Analyst

Job Posted 8 Days Ago Reposted 8 Days Ago
Pleasant Grove, UT
85K-100K Annually
Mid level
Fintech • Insurance
The Role
The Financial Analyst will analyze financial data, create forecasting models, prepare reports for executives, and recommend strategies to improve financial performance.
Summary Generated by Built In
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 assigned
Requirements 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 pressure
Perks
  • 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 life
Why 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 development
Compensation 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.

Top Skills

Excel
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The Company
HQ: Pleasant Grove, UT
84 Employees
On-site Workplace

What We Do

Veracity Insurance Solutions is an international insurance brokerage firm specializing in the placement of Programs, General Liability, and Product Liability Insurance. The company was established on the basic principle of integrity in insurance, and that principle continues to permeate our business today. Innovation and knowledge are the cornerstones of Veracity’s business practices, giving our customers a leg up in what can be a confusing and hassle-filled industry.

With in-house underwriting authority and access to several key wholesale brokerage markets, Veracity stands out with its ability to customize insurance policies for all business sizes. This ability doesn’t stop at the oceans – Veracity has access to both domestic and foreign markets, opening doors that lead to only the best coverage options. Veracity prides itself on providing the highest level of customer service to everyone they work with. In over 30 years of experience, we have never forgotten the importance of the human side of doing business in this fast-paced industry.

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