Senior M&A Analyst

Legacy Service Partners Career•Tampa, FL

13h•Hybrid

About The Position

This hybrid role combines M&A deal execution with FP&A analytical support by owning the full acquisition lifecycle from financial modeling and due diligence through close, while also contributing to ongoing financial planning, forecasting, and performance reporting. You will work closely with Finance leadership to drive rigor and pace on active deals and deliver the analytical infrastructure that supports strategic decision-making across the business. This is a high-visibility, high-ownership role for someone who is analytically sophisticated, exceptionally organized, and capable of managing complex workstreams.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA preferred
4+ years of experience in investment banking, transaction advisory, private equity, corporate M&A, and/or FP&A
Advanced financial modeling skills with deep Excel proficiency; demonstrated experience building transaction, valuation, and FP&A models
Strong command of accounting principles, financial statement analysis, and quality of earnings concepts
Experience with Sage Intacct, Vena, or similar financial platforms
Proven ability to manage complex, multi-party diligence processes and planning cycles against tight deadlines with minimal oversight
Exceptional written and verbal communication skills — able to synthesize complex analysis into clear, executive-ready outputs
Highly organized with strong cross-functional coordination skills and a low tolerance for loose ends

Nice To Haves

MBA preferred

Responsibilities

Own transaction models supporting our offer LOI to sellers, including valuation analyses, pro forma financials, return scenarios, and sensitivity analysis.
Lead financial and operational analysis on prospective targets, including review of historical financials, margin and quality of earnings analysis, and benchmarking against platform performance metrics.
Own end-to-end coordination and execution of the due diligence process across financial, operational, legal, and HR dimensions by driving open items to resolution and synthesizing findings into clear leadership deliverables.
Identify and communicate material financial, operational, and compliance risks surfaced during diligence with analysis that helps leadership assess deal impact and make informed decisions.
Prepare comprehensive deal summaries and transition materials that enable a clean handoff to integration and operations teams at close.
Prepare polished, decision-ready materials for leadership, the board, and investor reporting on active deal activity.
Drive coordination across FP&A, Treasury, Legal, HR, and Operations to ensure diligence workstreams stay on track between signing and close.
Support the annual budgeting process and ongoing rolling forecasts by partnering with business unit leaders to develop bottoms-up financial projections aligned with strategic targets.
Own production of monthly and quarterly financial reporting packages including variance analysis, KPI dashboards, and executive commentary that translate financial results into actionable business insights.
Contribute to multi-year financial modeling and scenario planning to support capital allocation decisions, growth investments, and strategic planning processes.
Maintain and enhance FP&A tools and reporting infrastructure in platforms such as Vena and Sage Intacct, driving efficiency and consistency across planning and reporting workflows.