Sr. Financial Analyst (Remote)
Access•Peabody, MA
•Remote
About The Position
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.
Requirements
- 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.
Nice To Haves
- MBA, CFA, or CPA a plus but not required.
- 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.
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.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
