Note: The job is a remote job and is open to candidates in USA. Access is a global provider of integrated information management solutions that helps organizations securely manage, protect, and optimize information across its lifecycle. The Senior Financial Analyst will support Corporate FP&A through financial modeling, budgeting, forecasting, reporting, variance analysis, and the preparation of board, sponsor, and lender materials.
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
- 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
- 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
- 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
Skills
- 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
- 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
- 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
- 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
- MBA, CFA, or CPA a plus but not required
Benefits
- Annual bonus opportunity
- Medical insurance
- Dental insurance
- Vision insurance
- Disability insurance
- 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
Company Overview