Financial Analyst

Posted 15 Days Ago
Longmont, CO
60K-85K Annually
Mid level
Fintech • Financial Services
The Role
The Financial Analyst will analyze financial performance data, assist in budgeting, develop reporting models, and support the accounting team under supervision.
Summary Generated by Built In

ATLAS Navigators, LLC is an accounting, tax and consulting firm that is looking for someone who fits our culture, vision, work ethic and team. ATLAS stands for Advisors That Listen And Serve and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people, and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate, and inspire you to aim high, ATLAS is it.

The Longmont ATLAS location is seeking a Financial Analyst to join our team! This is an exciting opportunity to join a family of firms across multiple states with a lot of room for advancement.

OBJECTIVE/FUNCTION:

The Financial Analyst will work under the supervision of a Director, Manager, and/or CPA, providing internal financial support and analysis for the firm.  This role is an onsite position.  Although listed for Longmont, we are open to discussing our other locations int he Denver area. 

.PRINCIPAL DUTIES:

  • Analyze past and current production performance data;
  • Assists in developing and measuring action plans by analyzing results, monitoring variances, identifying trends, and recommending improvements to management;
  • Assists accounting team in month-end reconciliation and entries;
  • Increases productivity by developing automated reporting models and workbooks;
  • Identifies key areas of improvement by analyzing actual results against budgets and forecasts;
  • Assist with forecasting models and preparing annual budget plans.
  • Other tasks as assigned

SKILLS AND ABILITIES:

  • Strong understanding of business finance and analytics;
  • Understanding of financial statements, accounting principles, and key performance ratios;
  • Strong analytical and problem-solving skills;
  • Excellent organizational and project management skills
  • Great interpersonal and communication skills, both oral and written;
  • Intermediate/Expert in using Microsoft Excel
  •  Able to work as part of a team.
  • Demonstrate a service mentality.
  • Active listener.

BASIC QUALIFICATIONS:

  • BS in Accounting, Finance, or Business Analytics (or related field) is required
  • Power-BI Background
  • CPA Firm and/or service-based industry experience;
  • CCH software experience preferred;
  • Ability to work independently while on team projects. 
  • 3 - 5 years of experience in a similar role or industry.

#LI-ONSITE

Compensation Range

$60,000$85,000 USD

BENEFITS:

  • Medical, Dental and Vision
  • GAP Benefits
  • Supplemental Benefits
  • Life and AD&D Insurance
  • Short- & Long-Term Disability Plans
  • 401k with Company Matching
  • Bonus Structure
  • Flexible PTO with sick time
  • Incentive Program
  • Development Program
  • Company Wellness Program

WORKING CONDITIONS:

Must be able to operate a variety of machines and equipment including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation. 

ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.

Top Skills

Cch Software
Excel
Power-Bi
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The Company
HQ: Phoenix, Arizona
77 Employees
On-site Workplace
Year Founded: 2010

What We Do

Welcome to ATLAS
Advisors That Listen And Serve

We are a regional professional services firm with services in Accounting, Tax, Audit, Consulting, Business Valuation, Insurance, Financial Services, Marketing, Human Resources, IT and more! We seek to provide a holistic approach of services to our clients to help them achieve their goals in business and life.

We service clients all of the globe. We have office locations in Arizona, California, Colorado, Iowa, Illinois, Ohio, Texas and Wyoming

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