Junior Financial Analyst focusing on financial planning and analysis at Veracity Insurance. Collaborating across teams to enhance financial decision-making and insights.
Responsibilities
Assist in collecting, organizing, and analyzing financial data to support planning and forecasting activities
Support financial modeling, budgeting, and forecasting processes
Perform project-based financial analysis, including ROI analysis, cost analysis, and performance tracking
Analyze variances and identify trends across financial data and reporting outputs
Prepare reports, summaries, and presentations for leadership review
Support scenario modeling and strategic planning initiatives
Identify opportunities to improve efficiency, reporting accuracy, and profitability
Maintain and update financial data, models, and reporting tools
Collaborate cross-functionally to support business initiatives and data-driven decision-making
Required to perform other duties as requested, directed, or assigned
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or a related field (or currently in progress)
0–2 years of experience in finance, accounting, or analytics (internship experience acceptable)
Strong analytical and problem-solving skills
Proficiency in Microsoft Excel, including formulas and pivot tables
Basic understanding of financial statements and financial concepts
Strong attention to detail and organizational skills
Ability to manage multiple priorities and meet deadlines
Strong written and verbal communication skills
Exposure to financial modeling, forecasting, or data analysis (preferred)
Familiarity with data visualization tools such as Power BI or Tableau (preferred)
Interest in FP&A or corporate finance (preferred)
Comfort working with AI tools or prompting for analysis and efficiency (preferred)
Benefits
Equal opportunity employer
Commitment to providing accommodations for interviews
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