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.