ATLAS Navigators, LLC · 2 months ago
COO
Phoenix, AZ
Full-time
Onsite
Director/ExecutiveATLAS Navigators, LLC is a regional firm providing professional services for individuals and small to medium-sized businesses. They are seeking a dynamic Chief Operating Officer (COO) to oversee daily operations, implement strategic initiatives, and drive organizational performance during a pivotal period of growth.
AccountingAdviceConsultingFinancial ServicesProfessional Services
Responsibilities
Drive location accountability to specific goals and key performance indicators
Assist with all aspects of the Finance and Accounting functions, including reporting, budgeting, forecasting, and cash flow optimization
Drive strategic planning, investment evaluation, and M&A initiatives that align with firm objectives
Maintain compliance with tax, audit, and regulatory standards while identifying opportunities for process improvement and risk reduction
Partner with the Managing Partner and Executive Team to guide growth strategies, performance goals, and profitability targets (gross margin, net income, and EBITDA)
Inspire, mentor, and develop the Finance team, fostering a culture of excellence, collaboration, and accountability
Establish and maintain key financial metrics and performance dashboards for Executive review
Deliver insightful financial analysis and recommendations to support data-driven strategic decisions
Oversee financial stability by managing accounts, negotiating terms, and maintaining optimal credit relationships
Design and strengthen internal controls and monitoring systems to protect company assets
Contribute subject matter expertise to pricing, bids, and rate strategies
Implement robust operational frameworks, administrative procedures, and performance systems to meet and exceed firm objectives
Drive firm performance by enhancing revenue, improving efficiency, and ensuring exceptional client service
Act as a strategic advisor to senior leadership on operational and business initiatives
Build and maintain trusted relationships with stakeholders at the city, state, and regional levels to advance firm growth and visibility
Travel up to 50% to firm offices, client sites, and regional events to support strategic initiatives, strengthen partnerships, and ensure alignment with organizational goals
Qualification
Required
Proven executive leadership experience with a demonstrated ability to drive profitability, efficiency, and organizational growth
Expertise in financial strategy, planning, and compliance across federal, state, and local jurisdictions
Strong command of financial reporting, performance measurement, and capital management
Exceptional leadership and interpersonal communication skills, with the ability to inspire and influence teams at every level
Proficiency in CCH Access, Microsoft Office Suite, and modern accounting technologies
Skilled negotiator and problem-solver who thrives in a collaborative, fast-paced environment
High integrity, sound judgment, and a results-oriented mindset with a commitment to excellence
Outstanding organizational, time management, and presentation abilities
Bachelor's degree in Business Administration, Accounting, or Finance
3–5 years of relevant experience in a similar tax/accounting role
Preferred
CPA preferred, but not required
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
Company
ATLAS Navigators, LLC
Welcome to ATLAS | Advisors That Listen And Serve.
Founded in 2010
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brendan Kennedy, CPA/ABV/CFF, CVA, ASA
Partner
Darla Chappell
Partner
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