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VP of Financial Planning & Analysis ACE

Baltimore, Maryland

Access Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $2.8 billion in assets under management. Founded in 2013, Access provides direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America. We undertake active build-and-buy strategies, pursuing what we want to own, great markets and distinct business models. In doing so, Access partners, scales, and innovates to build enduring businesses. For more information, please visit www.accessholdings.com.

Access Holdings Overview:

Access Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $3 billion in assets under management. Founded in 2013, Access provides direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America. We undertake active build-and-buy strategies, pursuing what we want to own, great markets and distinct business models. In doing so, Access partners, scales, and innovates to build enduring businesses. For more information, please visit www.accessholdings.com.

 

Access Executive Development Program Overview:

Access is seeking outstanding candidates for its Access Creating Executives Program (“ACE Program”). The position provides hands-on experience and exposure to key operational best practices and tactics of Access’ portfolio strategy execution.

Candidates (“ACEs”) join the ACE Program as senior team members of an Access portfolio company, directly supporting and reporting to C-Suite executives in key operational functions including Finance, M&A / Strategy, Development and Marketing. ACEs are expected to improve, execute, and document best practices within the key roles, developing a meaningful operational skillset.

ACEs will attend and participate in Access activities, training sessions, and summits with other executives and ACEs across the Access portfolio. ACEs will work with Access to build skillsets, report out to other ACEs, develop playbooks, and train executives where appropriate. They will leverage key learnings across the current and future portfolio, while also driving projects and new investment opportunities.

The portfolio Company and Access will jointly evaluate each ACE’s performance; top performers may have the opportunity to progress into other areas of the Access Holdings ecosystem. ACEs will be well-positioned to move into a C-Suite position within one of Access’ portfolio companies or on the Access investment team.

 

Responsibilities:

The Vice President of FP&A ACE will lead financial planning, strategy, budgeting, and forecasting for the Company. This individual will help the organization develop and coordinate the Company's financial planning processes, models, and systems and develop corporate, management, and KPI reporting.

This role will work closely with the CFO, finance team, and business leaders to provide all aspects of financial support for planning, control, and analysis. This will include, forecasting, variance analysis, cash flow analysis and other ad-hoc analysis. The analysis and support provided by this individual has the potential to be a major driver in the overall success of the Company’s continued growth.

  • Join as a junior executive within the portfolio Company reporting directly to the CFO
  • Drive financial planning processes related to budgeting and forecasting, monthly, quarterly, and annual and long-range planning
  • Create financial models and analyses of financial and operational metrics to evaluate and direct business performance
  • Partner across finance, operations, marketing, and other groups to drive results
  • Develop and leverage reporting and process automation tools to help improve productivity in the finance organization
  • Continuously improve and evolve insights garnered through financial results and KPIs with goal of positively influencing a rapidly growing business
  • Collaborate with finance and cross-functional partners to scope, launch, and scale new initiatives
  • Work directly with Access to leverage best practices across other portfolio companies
  • Attend ACE training, social, and networking events

 

Qualifications and Characteristics

  • Passion for developing financial plans and managing resources in a high-growth environment
  • Outstanding knowledge and understanding of financial statements, financial modeling, and financial reporting
  • ability to manage audit, systems implementation and banking relationships
  • Exceptional leader with a track record of operational rigor based upon extensive quantitative analysis and a bias for measurement
  • Outstanding written and interpersonal communication skills; ability to synthesize and convey complex business concepts effectively
  • Fast learner with a desire to move with urgency, accountability, and intent
  • Innovative and creative thinker with the ability to derive best practices with demonstrated ability to express complex ideas in a clear and concise manner
  • Strong emotional intelligence and the ability quickly build internal and external relationships
  • Comfort operating in a fast-paced environment

 

Requirements

  • MBA from top business school (preferred); bachelor’s degree in business administration, accounting, finance, economics, or a related field required
  • 6+ years of relevant experience in financial planning and analysis
  • Experience with audit or FP&A
  • Hands-on experience leading financial analysis, financial modeling, forecasting, strategic planning, and budgeting; and ability to work with financial systems
  • Must be eligible to work in the U.S. without requiring sponsorship now or in the future

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