Sr. Financial Analyst (Remote)

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

Benefits offered by this job

Medical, Dental, Vision insurance

401(k) with 3% company match

Paid holidays

PTO / Maternity & Parental leave

Job summary

Access | Information Management in Peabody, MA is seeking a Senior Financial Analyst to support the Corporate FP&A team with modeling, budgeting, forecasting, and reporting. You will build and maintain analytical models that underpin board, sponsor, and lender reporting.

The role requires advanced Excel and financial modeling, strong slide development, and the ability to translate complex data into clear materials for senior leadership and lender groups.

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.
• 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.

Responsibilities

• Build, maintain, and enhance complex financial models, including the long-range model, annual budget, and 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 analyses to support performance monitoring and decision-making.
• Own the continued improvement of modeling templates and methodology across the Corporate FP&A team.
• Support development of board decks and lender materials; translate results for senior audiences.
• Assist in quarterly lender reporting packages and follow-up requests.
• Partner with leadership on annual budget process and forecast updates; analyze variances.
• Identify opportunities to streamline modeling templates, reporting processes, and data workflows across Corporate FP&A.

Skills

Advanced financial modeling

Audit / troubleshoot models

Board-level presentations

Excel expert

PowerPoint

Analytical thinking

Multi-deliverable management

Education

Bachelor's degree in Finance/Accounting/Economics

MBA / CFA / CPA a plus

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

• 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.