Junior Financial Analyst Intern

Veracity Insurance; Pleasant Grove (UT); On-site; USD 23,000 - 32,000; Part time

Job summary

Veracity Insurance is seeking a motivated Junior Financial Analyst Intern (PT) to support our FP&A team. This role focuses on financial planning, forecasting, and project-based analysis in a fast-paced growth environment.

The Junior Financial Analyst will assist with data analysis, financial modeling, and reporting while collaborating cross-functionally to drive insights and improve decision-making. This is an excellent opportunity to gain hands-on corporate finance experience.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or 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 written and verbal communication skills

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

Skills

Analytical thinking

Communication skills

Attention to detail

Time management

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Microsoft Excel

Pivot tables

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 seeking a motivated and detail-oriented Junior Financial Analyst Intern - PT to support our FP&A team. This role focuses on financial planning, forecasting, and project-based analysis while providing hands-on experience in a fast-paced, growth-oriented environment.

The Junior Financial Analyst will support data analysis, financial modeling, and reporting efforts, working cross-functionally to help drive insights and improve decision‑making. This is an excellent opportunity to develop practical finance skills and gain exposure to corporate finance and FP&A operations.

Key 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 and Qualifications

Required

• 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

Preferred

• Exposure to financial modeling, forecasting, or data analysis


• Familiarity with data visualization tools such as Power BI or Tableau


• Interest in FP&A or corporate finance


• Comfort working with AI tools or prompting for analysis and efficiency

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: $20/hr

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.