Senior Financial Analyst
About The Position
The Senior Financial Analyst will play a key role as finance partner to the internal company executives, operational leaders, and field support teams. The role will be driving performance through P&L and variance analysis, budgeting and forecasting, financial modeling, and KPI reporting. Experience with Workday Adaptive Planning is key, as TFG is adopting the platform for planning and reporting. Of foremost importance is the ability to serve as an effective communication liaison across finance, accounting, and operations to ensure transparency and accountability. As a private equity–backed company growing through acquisitions, we need someone who thrives in a fast-moving environment and takes ownership from day one. This role reports to the VP of Finance. This is a hybrid position based out of Tampa, FL. Candidates are eligible for up to two work-from-home days.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- 5+ years of FP&A or financial analysis experience, ideally in a multi-site, service-based, or private equity–backed company.
- Expert in Workday Adaptive Planning (required) and Power BI, including building and maintaining planning models, reports, and dashboards.
- Proven track record partnering with operational leaders on budgeting, forecasting, and P&L performance, with the confidence to challenge and hold leaders accountable.
- Advanced Excel (XLOOKUP, pivot tables, macros) and PowerPoint skills; strong financial modeling and ROI analysis.
- Experience with NetSuite and a strong understanding of GAAP.
- Excellent written and verbal communication skills and the ability to influence all levels of management in a fast-paced environment.
- Authorized to work in the US.
Nice To Haves
- Experience using AI tools (e.g., Claude) to accelerate data-heavy analysis.
- Experience supporting an Adaptive Planning or other FP&A system implementation; Workday Adaptive Planning certification a plus.
Responsibilities
- Partner with operators to identify cost savings and revenue growth opportunities and build action plans to close variances and support underperforming accounts.
- Lead subsidiary and consolidated annual budgets and quarterly forecasts and hold business leaders accountable to results.
- Deliver monthly subsidiary and consolidated P&L reporting with variance analysis versus budget, forecast, and prior year; partner with Accounting Shared Services on month-end reviews and adjusting entries, reconciling data across multiple sources to ensure financial integrity.
- Use Workday Adaptive Planning to build and maintain budgets, forecasts, and reporting, and bring best practices that help TFG get the most out of the platform.
- Build financial models and ROI analyses for projects, pricing, contract bids, and strategic initiatives.
- Deliver quick-turn ad hoc analysis for the executive team and ownership group.
- Support acquisitions and integrations, including diligence analysis and onboarding acquired companies into TFG’s reporting, budgeting, and planning processes.
- Develop KPIs, dashboards, and executive and board reporting that improve visibility into business performance.
- Train end users on financial systems and reports, and drive process improvements and automation.
Benefits
- Health, vision, dental, and life insurance
- Matching 401(k)
- PTO and paid holidays
- Employee Assistance Program (EAP)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
