Senior Financial Analyst

5 days ago


Philadelphia, Pennsylvania, United States Access Holdings Full time
About Access Holdings

Access Holdings Management Company LLC is a leading middle-market investment firm with a strong presence in the financial industry. With over $2.8 billion in assets under management, we provide direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America.

Job Summary

We are seeking a highly skilled Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. As a Senior Financial Analyst, you will play a critical role in supporting the finance team by conducting detailed financial analysis, assisting in the preparation of reports, and contributing to the budgeting and forecasting processes.

Key Responsibilities
  • Financial Planning and Analysis: Develop and implement detailed financial planning, budgeting, and forecasting processes to support strategic decision-making.
  • Financial Reporting: Assist in the preparation of monthly, quarterly, and annual financial reports and variance analyses to provide insights into business performance and financial trends.
  • Executive Reporting: Prepare the Executive Team/Sales Report to ensure accurate sales pacing information is provided.
  • Process Improvement: Assist in updating financial reporting models used for close, budgeting, and reforecasting processes, and identify and implement improvements in FP&A processes and tools to enhance efficiency and accuracy.
  • Collaboration: Collaborate with the finance and accounting teams to ensure the accuracy and timeliness of financial reports and analyses.
Requirements
  • Education: Bachelor's degree in Finance, Accounting, or a related field.
  • Experience: 3-5 years of experience in financial planning and analysis, accounting, or related roles.
  • Skills: Strong analytical and problem-solving skills, with experience in financial modeling and variance analysis. Proficiency in financial systems and software, including advanced Excel skills.
  • Communication: Excellent communication skills, with the ability to present complex financial data to both financial and non-financial stakeholders.


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