FP&A Assistant
About this role
Job Summary: We are seeking a motivated assistant to support the Financial Planning & Analysis (FP&A) team within the Corporate Finance organization. This role offers hands-on exposure to corporate finance, financial reporting, and analysis in a fast-paced, matrixed organization. The assistant will help with recurring reporting, statistical account development, and a variety of analytical and ad hoc projects—the majority of which are Excel-based. The ideal candidate is detail-oriented, comfortable working with large data sets, eager to learn, and able to manage multiple priorities against deadlines.
Duration Details: This is a temporary role running for approximately 3 months from date of hire. This is a paid position expected to work 35 to 40 hours per week
Note: Fully remote team members will be considered, but preference will be given to candidates who live in the Greater Boston area and are able to travel to our headquarters in Peabody, MA for initial training.
Primary Functions:
- Standard Reporting Support: Assist with preparation of recurring and ad hoc reporting deliverables.
- Statistical Account Development: Under the guidance of the Manager of FP&A, build and develop statistical account sheets, gather data, and prepare Adaptive load templates.
- Industry Comparables and Research: Compile industry comparables and conduct supporting research to inform planning and analysis.
- Data Request Support: Partner with team members to fulfill data requests, including termination, booking, and work order data.
- Ad Hoc Analysis: Support other ad hoc requests as they arise, primarily Excel-based.
All qualified applicants will receive consideration for employment. EEO/AA/Minorities/Females/Disabled/Vets
Education and Experience:
- Currently pursuing or recently completed a bachelor’s degree in Finance, Accounting, Economics, or a related field
- Prior internship or coursework in finance, accounting, or data analysis preferred but not required
Knowledge, Skills and Abilities:
- Intermediate to advanced Excel skills (e.g., pivot tables, lookups, large data sets)
- Strong analytical and problem-solving skills with attention to detail and accuracy
- Self-starter able to work with minimal supervision and meet deadlines
- Good written and verbal communication skills
- Ability to handle confidential financial information with discretion
- Comfortable working in a fast-paced, matrixed environment
- Exposure to Workday Adaptive Planning or similar planning tools a plus but not required
Company at a glance
Access is the trusted partner for organizations seeking effective records and information management services. Delivering unrivaled expertise, we approach our work every day with a commitment to excellence and an unequaled passion for service.
At Access, we understand your unique records and information needs so you can look beyond the present and think about the future. From secure storage to digitalization, our end-to-end solutions and technology-enabled suite of digital transformation services help our 27,000+ clients with their complete records lifecycle.
See how we can take your business where it needs to go. With Access at your side, Let’s Go Beyond.
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