Senior Analyst

This position reports to: Director, Enterprise Project Management Office

Overview: At Atlas Travel & Technology Group, our purpose is to Stand-Up, Stand-Out. To do something every day that makes the next day better for all. We value creativity to build new paths forward, collaborate respectfully, have the drive to get up and do it, open ourselves to grow, do what we say, love what we do, and have fun along the way. This is who we are, our culture.

In this role, you will work collaboratively with executive stakeholders to facilitate financial reporting, develop financial strategy and operationalize our analytics functions. Initially focused on developing our financial analytics, the successful candidate will go deeper to identify trends, opportunities and areas for improvement or focus for the business with tangible business data to support those insights.

With our financial models in place, this individual will explore further into our data to identify hidden opportunities, help develop and shape customer pipelines and provide the data analysis required to help refine the forward direction of the business.

Responsibilities and Duties:

• Financial Planning and Analysis: Lead the financial planning, budgeting, and forecasting processes to support strategic decision-making. Analyze current and past financial data and performance, preparing reports and projections based on this analysis.
  • Support internal customers by identifying areas to increase gross margins and EBITDA
  • Maximize revenue through accurate and timely pricing analysis
  • Support the annual budget process and the monthly forecast process for internal customers
  • Build monthly forecasts based on budget and input from internal customers
  • Support financial business goals to organization using role-based dashboards
  • Calculate pricing for prospects and existing customers
  • Customer Payment Reconciliation
    
• Reporting and Insights: Develop and present comprehensive financial reports to senior management, providing insights and recommendations to inform business decisions.
  • Customer Segment & Large Customer Analysis
  • Pricing Strategies & Optimizations
    
• Stakeholder Engagement: Work closely with stakeholders across the company to gather information, understand business needs, and provide analytical support.
  
• Process Improvement: Identify and implement process improvements to enhance the efficiency and accuracy of reporting and analysis to increase the value of our data and turn insights to action.
  
• Risk Management: Analyze financial and operational data to identify potential risks and develop risk mitigation strategies.

Skills/Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High Proficiency in Google Sheets & Excel
• Proficiency in Google Workspace
• Travel Industry experience
• Bachelor's degree in accounting / finance or related field
• Extensive experience in financial analysis
• Unit 4 or similar back-office system experience a plus
• Experience of building reporting dashboards and models using Tableau

Core Competencies:

Core Competencies identify behaviors and skills all employees are expected to demonstrate to carry out the mission and goals of the company

• Initiative and Creativity
• Judgment
• Cooperation / Teamwork
• Quality of Work
• Reliability
• Support of Diversity

Education and/or Experience:

• Bachelor's degree in accounting / finance or related field
• Extensive experience in general accounting and/or financial analyst
• Travel Industry experience

Language Skills:
Ability to communicate in standard business English both written and spoken. Ability to read and comprehend simple instructions, correspondence and memos. Ability to effectively present information in one-on-one, small group situations to customers, clients and other employees of the organization.

Physical and Mental Demands:

The requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Requires an adequate range of body motion and mobility to enable the individual to perform the essential functions of the job.
• Requires ability to remain in a stationary position for prolonged periods of time throughout the workday.
• Requires ability to move about to access file cabinets, office equipment, etc.
• Requires ability to operate a computer, telecommunication devices and other office equipment for prolonged periods of time throughout the work day.
• Requires ability to express or exchange ideas by means of the spoken word. Talking is important for those activities in which the employee must impart oral information to other employees, clients and customers, in person or via telephone, and in those activities in which they must convey detailed or important spoken instructions and information to others accurately, clearly and quickly.
• Requires the ability to perceive the nature of sounds. Hearing is important for those activities that require ability to receive detailed information through oral communication, in person or via telephone, and to make fine discriminations in sound.
• Requires clarity of near vision. This factor is important when special and or minute accuracy is demanded and defective near acuity would adversely affect job performance and/or safety of self and others.
• Requires the ability to work and cooperate with other employees and clients at all levels and from diverse backgrounds to exchange ideas, information and opinions to facilitate the task at hand.

Travel(for positions requiring travel):

• Requires ability to travel by car, plane and train for prolonged periods of time domestically and internationally and to move and transport personal luggage.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is a hybrid remote / office environment.