AMG National Trust
Corporate Financial Analyst
Denver, CO | $0K - $0K
Qualifications
- Bachelor’s Degree (Finance, Accounting, Computer Science, Data Science, Economics, or related discipline)
- 1-8 years experience in corporate financial data analysis, modeling, and reporting
- Ability to fully understand corporate finance areas, including revenue streams, expenses, cash flows and capital
- Ability to interpret and analyze results from data extractions to identify patterns and trends, including financial results
- Ability to identify user requirements and turn them into actionable information with accurate and understandable reports and applications
- Ability to identify areas of process improvements and manage change implementation
- Ability to extract and collect large data sets from and into various sources and formats
- Intermediate to advanced proficiency with Microsoft tools (Excel, Access, SQL Server)
- Intermediate to advanced proficiency in Python
- Familiarity with relational database development and administration
- Familiar with data visualization tools (Tableau, PowerBI, etc.)
- Ability to learn and integrate new systems as needed
- Excellent interpersonal and written and verbal communication skills
- Superior problem solving and critical thinking skills
- Ability to prioritize and manage workflow and meet deadlines
- Thorough and attentive to details
- Denver, CO: Reliably commute or planning to relocate before starting work (Required)
- Bachelor's (Required)
- Financial analysis: 2 years (Required)
Responsibilities
- Analyze competitive market strategies through analysis of related product, market, or share trends
- Synthesize current business intelligence or trend data to support recommendations for action
- Identify or monitor current and potential customer trends, using business intelligence tools
- Identify and analyze business line, company, and industry trends with business strategy implications
- Design/Build/Implement/Support of internal applications and development efforts
- Create Python packages for reporting and application development
- Document processes and procedures within regulatory guidelines and best practices
- Create business intelligence tools or systems, including design of related databases, spreadsheets, or outputs
- Maintain or update business intelligence tools, databases, dashboards, systems, or methods
- Provide technical support for existing reports, dashboards, or other tools
- Provide analytical support through creation of reports and applications to further drive data driven decision making
- Utilize, rebuild and improve current reporting infrastructure (MS Access, SQL, Business Objects, Excel, Python, Web Apps) to take advantage of new technology and efficiencies
- Prepare ad-hoc reporting and applications for various functional areas within the organization
- Generate standard or custom reports summarizing business, financial, or economic data for review by executives, managers, clients, and other stakeholders
- Manage timely flow of business intelligence information to users
- Other duties as assigned
Benefits
- Pay: $70,000.00 - $110,000.00 per year
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Tuition reimbursement
- Vision insurance
- Bonus opportunities
- 51-200 employees
- Financial Services, Asset Management, Wealth Management, Investment Management, Trust Services
- Privately Held
- Greenwood Village, CO
- Company Specialties:
Wealth Management and Financial Counseling, Investment Research and Management, Trust Administration, Personal Banking, Lending, Treasury Management, Foundation Services, Tax Preparation, 401(k) Administration, and Private Capital
Company information
AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients across the U.S. from 8 offices.
