Sr. Financial Analyst (Remote)

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

Position Summary

The Senior Financial Analyst will support the Corporate FP&A team's financial modeling, budgeting, forecasting, and reporting activities, with a particular emphasis on building and maintaining the analytical models that underpin the company's board, sponsor, and lender reporting.

This is a highly analytical, modeling-intensive role requiring advanced Excel and financial modeling skills, strong slide and presentation development skills, and the ability to translate complex financial data into clear, decision-ready materials for senior leadership, the company's private equity sponsor group, and its syndicated lender group.

Primary Responsibilities

Financial Modeling

• Build, maintain, and enhance complex financial models, including the company's long-range model, annual budget, and periodic forecast updates.
• Develop scenario, sensitivity, and return analyses to evaluate strategic initiatives and capital allocation decisions.
• Develop and maintain driver-based KPI and key metric analysis — including net retention, unit economics, and rent-related metrics — to support business performance monitoring and decision-making.
• Own the continued improvement of modeling templates and methodology across the Corporate FP&A team.

Board, Sponsor, and Lender Materials

• Support development of board of directors decks and other executive-level presentations for the company's private equity sponsor group and executive leadership.
• Assist in preparing quarterly lender reporting packages and other supporting materials.
• Respond to follow-up requests from the company's private equity sponsor group and syndicated lender group.
• Translate financial results and forecasts into clear, well-organized materials for senior audiences.

Budgeting, Forecasting, and Variance Analysis

• Partner with Financial leadership on the annual budget process and periodic forecast updates, consolidating inputs across business segments and corporate functions.
• Analyze actual results against budget and forecast, identify key drivers of performance, and prepare variance commentary for management review.

Cross-Functional and Process Support

• Support special projects as assigned, working closely with Accounting, Treasury, and Business Unit CFO teams.
• Identify opportunities to streamline modeling templates, reporting processes, and data workflows across Corporate FP&A.

Education and Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5-8 years of relevant experience in FP&A, investment banking, corporate development, or a related financial analysis function, with a strong, demonstrated track record of hands-on financial modeling.
• MBA, CFA, or CPA a plus but not required.

Required Qualifications

• Advanced, hands-on financial modeling skills — three-statement models, long-range (5+ year) models, DCF, and scenario and sensitivity analysis — built from scratch and free of material errors. This is the core skill set for the role.
• Demonstrated ability to audit, troubleshoot, and improve the accuracy, efficiency, and flexibility of existing financial models.
• Experience creating board-level or comparable executive presentations and slide decks.
• Expert-level Excel skills.
• Strong PowerPoint skills for board- and executive-level materials.
• Strong analytical and problem-solving skills with high attention to detail and accuracy.
• Self-starter with the ability to manage multiple deliverables and meet strict deadlines with minimal supervision.

Preferred Qualifications

• Other modeling experience is preferred but not required, including LTV/CAC, free cash flow (FCF), bookings-to-revenue, and gross profit analysis.
• Experience with M&A models.
• Experience supporting a private equity-backed company.
• Experience with credit or lender reporting.
• Familiarity with credit agreements, covenant reporting, or lender/rating agency dynamics.
• Spanish and/or Portuguese language skills.

Knowledge, Skills, And Abilities

• Excellent written and verbal communication skills; comfortable presenting to senior leadership and private equity sponsors.
• Ability to navigate a matrixed organization and collaborate effectively across departments.
• Strong organizational skills with the ability to manage competing priorities under deadline pressure.
• Sound judgment and a proactive, ownership-oriented approach to problem-solving.

Why Access?

• Competitive base pay + annual bonus opportunity
• Medical, Dental, Vision, Disability, and Life insurance
• Self-Managed PTO, 8 paid holidays, paid maternity and parental leave benefits
• 401(k)Retirement plan with 3% company match
• Training and growth opportunities

About Access

Access is a global, integrated information management solutions provider that helps organizations securely manage, protect, and optimize information across its lifecycle. Through Access Unify and Access Classic, the company provides physical and digital records management, digitization, information governance, secure destruction, and related technology-enabled solutions. Access serves more than 33,000 clients and operates across more than 190 locations.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment. EEO/AA/Minorities/Females/Disabled/Vets.