Financial Analyst
Veracity InsurancePleasant Grove, UT
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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 VP of Finance 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.
This is a hybrid role requiring in-office presence at our office in Pleasant Grove one day per week.
Key Responsibilities
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:
Compensation Range: $85k/yr - $110k/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.
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 VP of Finance 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.
This is a hybrid role requiring in-office presence at our office in Pleasant Grove one day per week.
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
- Bachelor’s degree in Finance, Accounting, or related field
- 3+ years’ experience working as a Financial Analyst
- 2+ years’ experience with SQL and Snowflake, including data modeling, query optimization, and working with large datasets in a cloud environment
- Basic experience utilizing AI tools and prompting (e.g., ChatGPT, Excel Copilot) to enhance financial analysis and reporting efficiency
- Proficiency in financial modeling software (e.g., Excel)
- Strong analytical skills and ability to interpret financial data
- 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
- Health, dental, and vision plans
- Amazing work-life balance with 4 weeks of Paid Time Off
- 9 Paid Company Holidays with 2 floating holidays
- 401K Programs with employer match
- Personal assistant programs for support in a healthy personal and work life
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 - $110k/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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Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.