Financial Analyst

Remote
Full Time
Mid Level
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 seeking a talented, detail-oriented Financial Analyst to join our team in a remote work environment. Reporting to the Sr. Financial Analyst, this role is responsible for delivering high-impact financial insights through ad hoc analysis and the development of robust forecasting models. They will play a key role in supporting executive decision-making by identifying opportunities to improve efficiency, optimize profitability, and drive strategic growth across the organization. 

Key Responsibilities
  • Collect and analyze financial data from internal reports and systems to support forecasting, budgeting, and strategic decision-making initiatives 
  • Develop and maintain dynamic financial models to project future performance under various scenarios, supporting the creation of accurate forecasts and strategic planning initiatives 
  • Prepare detailed reports outlining findings, analysis, and recommendations for executive management to guide and influence long-term strategic decision making 
  • Provide creative alternatives and recommendations to reduce costs and improve financial performance 
  • Assemble and summarize data to structure sophisticated reports on financial status and risks 
  • Conduct in-depth business analyses of historical, projected, and comparative performance, and develop forecasting models based on key insights to inform strategic decision-making 
  • Identify financial and operational trends through data analysis and provide strategic recommendations to executive leadership to support informed decision-making and business growth  
  • Provide expertise, strategic guidance, and hands-on support for planning and executing a variety of accounting projects, ensuring alignment with organizational goals and compliance standards 
  • Monitor and assess financial performance by analyzing actual results against forecasts, identifying variances, and providing insights to support financial planning and decision-making 
  • Required to perform other duties as requested, directed, or assigned
Requirements and Qualifications
  • Bachelor’s degree in Finance, Accounting, or related field 
  • 3+ years’ experience as a Financial Analyst, with a proven track record of delivering actionable insights and supporting strategic financial decisions 
  • 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 
  • Strong analytical and problem-solving skills with the ability to interpret complex financial data and translate it into meaningful recommendations 
  • Proficiency in financial modeling and analysis using tools such as Microsoft Excel; experience with additional financial planning software is a plus 
  • Solid understanding of accounting principles (GAAP preferred) and advanced financial analysis methodologies 
  • Familiarity with economic indicators, industry benchmarks, and market trends that influence business performance 
  • Excellent verbal and written communication skills, with the ability to present financial information clearly to both technical and non-technical audiences 
  • Exceptional attention to detail, accuracy, and the ability to manage multiple priorities in a fast-paced, deadline-driven environment 
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 - $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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