Remote Position

[Remote] Sr. Financial Analyst (Remote)

🌍 Remote · United States 💼 Full-time

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

  • Access is the trusted partner for organizations seeking effective records and information management services. It was founded in 2004, and is headquartered in Woburn, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.accesscorp.com/.
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