Senior Financial Modeling & Board Materials Analyst

Access | Information Management; Peabody (MA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive base pay

Annual bonus

Medical, Dental, Vision, Disability, &

Life insurance

Paid time off (PTO) and holidays

401(k) with company match

Training & growth opportunities

Job summary

Access | Information Management is seeking a Senior Financial Analyst to support Corporate FP&A with financial modeling, budgeting, forecasting, and reporting. The role emphasizes building and maintaining analytical models for board, sponsor, and lender reporting.

The ideal candidate has 5–8 years of FP&A or related experience, advanced Excel, and strong presentation skills. MBA/CFA/CPA are a plus but not required.

Qualifications

• Advanced, hands-on financial modeling skills including three-statement and DCF分析
• Audit, troubleshoot, and improve model accuracy and flexibility.
• Experience creating board-level presentations and executive slides.
• Expert-level Excel skills and strong PowerPoint capabilities.
• Self-starter who can manage multiple deliverables with tight deadlines.

Responsibilities

• Build, maintain, and enhance complex financial models (long-range, budget, forecasts).
• Develop scenario, sensitivity, and return analyses for initiatives and capital allocation.
• Create driver-based KPI analysis (net retention, unit economics, rent metrics).
• Support board, sponsor, and lender materials and executive presentations.

Skills

Advanced financial modeling

Excel

PowerPoint

Analytical thinking

Cross-functional collaboration

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

PowerPoint

Job description

Access | Information Management is seeking a Senior Financial Analyst to support Corporate FP&A with financial modeling, budgeting, forecasting, and reporting. The role emphasizes building and maintaining analytical models for board, sponsor, and lender reporting.

The ideal candidate has 5–8 years of FP&A or related experience, advanced Excel, and strong presentation skills. MBA/CFA/CPA are a plus but not required.