FP&A Analyst
Legacy Service Partners•Tampa, FL
•Remote
About The Position
The FP&A Analyst supports the delivery of financial and operational analyses, models, and reporting that drive accurate, timely business decisions across a fast-growing, multi-partner platform. You will work closely with the broader finance team to support budgeting, forecasting, and performance reporting helping leadership and partner companies understand their financial results and act on them.
Requirements
- Bachelor's degree in Finance, Accounting, or a related field
- 3+ years of experience in financial analysis, accounting, or a related role
- Strong knowledge of accounting principles and financial statement presentation
- Strong Excel skills required
- Strong analytical mindset and finds meaning in data and translates it into clear, actionable insights
- Ability to manage multiple priorities in a fast-paced, dynamic environment
- Strong written and verbal communication skills with the ability to present financial information clearly to non-finance audiences
Nice To Haves
- experience with Vena or similar FP&A platforms a plus
Responsibilities
- Support monthly, quarterly, and year-end reporting activities including preparation of partner financials, variance analysis, and commentary explaining results versus prior year and budget.
- Assist in coordinating the annual budgeting process and the preparation of the Annual Corporate and Operating Plan.
- Build and maintain financial and operational models that support strategic planning, long-range forecasting, and special projects.
- Support the finance team in automating analytical and reporting tools to improve the speed and accuracy of data flows between partner companies and senior leadership.
- Identify variances in partner financial performance, investigate root causes, and surface opportunities for improvement with clear, actionable recommendations.
- Assist in preparing reporting, analysis, and presentation materials for monthly and quarterly financial reviews including board meetings and investor reporting requirements.
- Assist in the diligence process by coordinating internal and external resources to successfully obtain and review diligence documents required to close.
Benefits
- fully employer-paid medical, dental, and vision options
- 401(k) with company match
- continuous investment in your growth through training and education stipends
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
