Financial Analyst

Department: Accounting & Finance

Reports to: Chief Financial Officer (CFO)

Job Summary

The Financial Analyst position serves to support financial planning, operational analysis, and strategic decision-making across Atomic Data. This role works closely with our Finance, Operations, and Leadership teams to improve visibility into company performance, strengthen forecasting and reporting processes, and help guide data-informed business decisions.

The ideal candidate combines strong analytical skills with attention to detail, systems thinking, and a proactive mindset for improving processes and operational efficiency. This role is well-suited for someone who enjoys translating financial and operational data into actionable insights.

Essential Functions

• Support monthly, quarterly, and annual financial reporting and analysis 
• Assist with budgeting, forecasting, and long-range financial planning 
• Develop and maintain financial models related to revenue, staffing, utilization, and profitability 
• Analyze operational and financial performance trends and communicate insights to leadership 
• Partner with business leaders to evaluate project, service line, and client profitability 
• Assist with pricing analysis, margin analysis, and scenario modeling 
• Improve and automate reporting, financial workflows, and data collection processes 
• Help maintain financial documentation, reporting standards, and internal procedures 
• Support audits, reconciliations, and financial compliance activities as needed 
• Build dashboards and reporting tools that improve visibility into key business metrics 
• Collaborate cross-functionally with Operations, Delivery, Sales, and Leadership teams 
• Protect sensitive financial and business information through strong confidentiality practices 
• Contribute to special projects and strategic initiatives across Finance and Operations 

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field 
• 1+ years of experience in financial analysis, accounting, consulting, or related analytical work 
• Strong proficiency in Excel and financial modeling 
• Experience working with accounting, ERP, BI, or financial reporting systems 
• Strong analytical, organizational, and problem-solving skills 
• Ability to communicate financial concepts clearly to technical and non-technical audiences 
• Experience improving workflows, automation, or operational reporting processes preferred 
• Comfortable working in a collaborative, fast-moving, consulting-oriented environment 
• High attention to detail and commitment to accuracy 

Preferred:

• Experience in professional services, consulting, or technology organizations 
• Familiarity with utilization forecasting, resource planning, or project-based financial analysis 
• Experience utilizing data analytics tools in a professional environment
• Exposure to SaaS metrics, forecasting models, or operational KPIs 

Our Core Values

At Atomic Data, our core values define who we are and how we work together to create meaningful impact. These values guide our actions, decisions, and interactions, fostering a culture of collaboration, growth, and purpose. The following values are what allow us to create a “People First Culture” at Atomic Data:

• Good Human

We believe in building a community of trust, kindness, and respect.

• Curious Learner

A relentless curiosity drives us to grow and innovate.

• Driven to Solve

We approach challenges with determination and a focus on results.

• Make a Difference

We strive to leave a positive mark on our company, community, and the world.

We are seeking individuals who not only share these values but also actively embody them in their work and interactions. Join us in creating a culture of purpose and impact at Atomic Data.

Atomic Data provides equal employment opportunities to all employees and applicants for employment in accordance with all applicable laws, directives, and regulations of federal, state, and local governing bodies or agencies. Our organization will not discriminate against or harass any employee based on actual or perceived race, color, creed, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, familial status, veteran status, sexual orientation, gender identity, genetic information, status regarding public assistance, membership or activity in a local human rights commission activity, or any other characteristic protected by applicable federal, state, or local laws. Atomic Data will take affirmative steps to ensure that all our employment practices are free of discrimination. Such employment practices include, but are not limited to, the following: hiring, promotion, demotion, transfer, recruitment or recruitment advertising, selection, layoff, disciplinary action, termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. We will provide reasonable accommodation to applicants and employees with disabilities whenever possible. In addition, all employees are expected to perform their essential functions in a manner that supports equal employment opportunities.

Any employee or applicant for employment who believes they have been treated in a way that violates this policy should contact Human Resources. Human Resources will take immediate action to investigate and address allegations of discrimination or harassment confidentially and promptly.