Financial Analyst

Summit Consulting; United States; Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Tuition reimbursement

Paid time off and holidays

Commuter benefits

Job summary

Great American Insurance Group’s Invictus Analytics team seeks a Financial Analyst for a fully remote role within the United States. You will perform financial analysis, build models, and prepare client deliverables to support regulatory-ready insights and capital planning.

The ideal candidate has 1–4 years of experience in financial analysis or accounting, strong analytical skills, and proficiency with Excel and SQL. Excellent communication and presentation abilities are required.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Generally, 1-4 years of experience in Financial Analysis or Accounting.
• Proficient in financial software and tools (e.g., Excel, SQL, financial planning software).
• Strong analytical skills with the ability to use data to analyze situations, identify problems, and develop effective solutions.
• Strong communication and presentation skills.

Responsibilities

• Conducts financial analysis to support client engagements, strategic initiatives, and internal business decisions.
• Builds, updates, and maintains financial models to forecast performance, evaluate risk, and support capital planning.
• Prepares reports, dashboards, and client deliverables.
• Communicates financial concepts clearly to clients and stakeholders.
• Supports budgeting and forecast updates.

Skills

Analytical thinking

Communication & presentation

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

Excel

SQL

Financial planning software

Job description

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a \"small company\" culture where your ideas will be heard with \"big company\" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.

This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Invictus Analytics, a member of ABA Insurance Services, a fully owned subsidiary of Great American Insurance Group, is a strategic advisory firm that helps community banks unlock capital, prepare for emerging risks, and satisfy regulatory expectations with confidence. By combining deep regulatory insight with proprietary, SOC-certified technology and loan-level analytics, Invictus delivers customized stress testing, CECL calculations, and capital planning that go far beyond \"check-the-box\" compliance.

https://www.invictusgrp.com/about-invictus-group

We are seeking a Financial Analyst to join the Invictus team. This role is fully remote within the United States.

Essential Job Functions and Responsibilities

• Conducts financial analysis to support client engagements, strategic initiatives, and internal business decisions.
• Participates in client meetings to understand financial and regulatory position, define analysis objectives, and establish deliverables.
• Collaborates with bank clients to gather required data and inputs for analysis.
• Builds, updates, and maintains financial models to forecast performance, evaluate risk, and support capital planning.
• Performs loan-level and portfolio-level analysis and prepares reports, dashboards, and client deliverables.
• Supports the presentation and delivery of analysis results to clients and internal stakeholders.
• Works with clients on an ongoing basis to support implementation and integration of analytical findings.
• Tracks and analyzes key performance indicators (KPIs) and financial metrics.
• Assists with budgeting, long-term planning, and forecast updates based on changing business conditions and market trends.
• Identifies financial risks and contributes to the development of mitigation strategies.
• Ensures accuracy, data integrity, and compliance with regulatory expectations and internal controls.
• Collaborates cross-functionally to support operational and strategic initiatives.
• Communicates financial concepts clearly to both technical and non-technical audiences.
• Identifies opportunities for process improvements to enhance efficiency and scalability within the finance function.
• Performs other duties as assigned.

Job Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Generally, 1-4 years of experience in Financial Analysis or Accounting.
• Proficient in financial software and tools (e.g., Excel, SQL, financial planning software).
• Strong analytical skills with the ability to use data to analyze situations, identify problems, and develop effective solutions.
• Strong communication and presentation skills.

This job is non-exempt in Washington. Business Unit: ABA Insurance Services Salary Range: $60,000.00 -$70,000.00

Benefits

• Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement.
• Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.
• Compensation varies by role, level, and location and is influenced by skills, experience, and business needs.
• Your recruiter will provide details about benefits and specific compensation ranges during the hiring process.

*Excludes seasonal employees and interns.

Great American Insurance Group understands the importance of choosing a financially strong company. We are an organization built for the long term and are committed to giving you that strength. Why can you trust Great American Insurance Group? For nearly 150 years, Americans have trusted us to protect them. Our innovative insurance solutions and specialization serves niche marketplaces that we know well. This expertise gives us a successful foundation that spans generations. You never know where a career in insurance will take you. Whether you are starting your career or are looking for a company to grow your experience, at Great American Insurance Group, you can join our more than 8,500 employees to “Be Here. Be GREAT!”