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 Executive Development Program Overview:
Access is seeking exceptional individuals for the Access Creating Executives Program (“ACE Program”). ACE roles provide 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 networking events, 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.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.
Company Background:
Founded in 2014 and based in Annapolis, Maryland, Oasis Marinas (“Company”) is the premier third-party marina management company in the United States, providing marina owners support across all aspects of marina management while ensuring boaters receive consistent, quality service and experiences. Oasis Marinas was founded by a team of boat owners with deep industry knowledge in facilities management, hospitality, and marketing; the company’s senior management team has decades of experience and a passion for hospitality.
At present, Oasis manages multiple marinas across the United States and has an extensive pipeline for additional managed marinas and marina development and consulting projects.The employer is a well-respected technology-enabled provider of management services in hospitality focused real estate operations and development. Having deployed over $100M into the company and on pace to advance significant incremental capital from their Private Equity investors - they are well placed for growth through 2024 and beyond. Being a privately owned business with a healthy balance sheet, they are well regarded in the market as an employer of choice and as a result, benefit from high levels of employee loyalty and motivation. A flat management structure, top-tier benefits, flexible working, and the opportunity to gain equity in the company - make this business an employer we are proud to represent. Annual revenues are in the $75-$85m range.
Role Overview:
The Head of FP&A is responsible for leading the companies FP&A function and managing the financial planning, management reporting and financial analytics activities across a multi-divisional organization. Reporting to the CFO, the incumbent will help drive financial results by generating financial and business insights for our leaders and developing and monitoring key performance metrics.Key Responsibilities
- Serve as a trusted advisor to the CFO and business unit
- Provide strategic, data driven insights and
- Develop a high-performing FP&A function
- Business Planning & Budgeting
- Support the corporate strategy evolution, management, and communication process
- Drive the business planning process, including strategic, operational, and financial plan development
- Drive the conversion of strategic & operational plans into long-term financial projections & annual budgets
- Modeling & Forecasting
- Manage business performance modeling & financial forecasting processes
- Drive business case development, review, and alignment on key insights into value creation
- Manage forecasting and reforecasting process and gain alignment on drivers
- Establish scenario planning and modeling processes
- Performance Measuring & Reporting
- Drive management and private equity sponsor reporting process
- Manage business review processes, both weekly briefings and monthly business reviews
- Drive an evolving, close aligned client facing flash financial and KPI reporting process
- Manage financial control & decision support analyses
- Business Analytics & Insights
- Manage and prioritize analytics agenda to support stakeholders
- Manage analytics workflow including planning, data collection, methodology development, analysis and QA
- Provide insights from analyses & deliver recommendations to decision makers
- Manage consistent cadence of key internal stakeholder business partnering and communication of performance KPIs
- Gain trust and drive alignment with leadership on reported and forecasted results
All other duties – perform all other duties as assigned, including carrying out responsibilities, performing duties, using skills, and working in conditions necessary to perform all assigned tasks.
Education, Work Experience Requirements and/or Competencies:
- Bachelor’s degree in finance, accounting, or related business field
- MBA or Masters’ degree preferred in Finance or another quantitative subject area; preferably supplemented by a relevant professional certification (e.g., CFA, CPA)
- Minimum 10 years’ experience in overseeing a Corporate FP&A function in the Financial Services or Real Estate Industries
- Holds themselves to the highest ethical standards
- Experience with private equity, investors and associated lenders
- Proven success record in a similar role, has achieved results
- Demonstrable leadership competencies, including the ability to effectively engage stakeholders across hierarchies and functional boundaries, to drive sustainable change within a larger organization.
- Excellent interpersonal and communication skills, with proven capability to influence strategies and drive engagement from the organization.
- Ability to influence decisionmakers at all levels to deliver results by partnering with business and functional leaders
- Results-oriented and disciplined approach to achieving financial and business objectives, leveraging a high level of financial acumen
- Experience with and exposure to various operational disciplines (lending/loans, credit, legal, IT, ) to ensure that Finance is communicating between units and capturing all required information for downstream financial reporting.
Physical Requirements:
- Ability to perform the essential job functions consistently, safely, and successfully in compliance with the ADA, FMLA and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards.
- Must be able to talk, listen and speak clearly on the telephone and in person.
- This position is characterized by typically physically light, administrative work, but does require occasional heavy work requiring the exertion of 100 pounds of force occasionally, up to 50 pounds of force frequently, and up to 20 pounds of force repetitively to lift, carry, push, pull and reposition objects.
- Ability to traverse about a variety of environments and obstacles throughout the marina, with or without reasonable accommodation.
- Ability to remain stationary at a keyboard for extended periods of time and continuously operate a computer and other office productivity machinery, such as a calculator, copy machine, and printer.
- Ability to manipulate objects and demonstrate small, precise movements repetitively.
