Hybrid FP&A Analyst — Growth & Automation

Legacy Service Partners; Tampa (FL); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental and vision benefits

401(k) with company match

Professional development stipend

Wellness programs

Job summary

Legacy Service Partners in Tampa, FL is seeking an FP&A Analyst to join a fast-growing multi-partner platform. You will support budgeting, forecasting, and performance reporting, partnering with the finance team to provide timely analyses and actionable insights.

You will build financial models, automate reporting, and assist in monthly closings and board-ready materials. The role requires strong Excel skills and 3+ years of relevant experience in finance and accounting.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 3+ years of experience in financial analysis, accounting, or a related role.
• Strong Excel skills required; experience with Vena or similar FP&A platforms a plus.
• Strong analytical mindset and ability to translate data into actionable insights.

Responsibilities

• Support monthly, quarterly, and year-end reporting activities including preparation of partner financials, variance analysis, and commentary.
• Assist in coordinating the annual budgeting process and the Annual Corporate and Operating Plan.
• Build and maintain financial and operational models for long-range forecasting and special projects.
• Help automate analytical and reporting tools to improve data flow between partner companies and senior leadership.
• Identify variances in partner financial performance, investigate root causes, and surface improvement opportunities.
• Prepare reporting, analysis, and presentation materials for monthly and quarterly financial reviews including board materials.
• Coordinate internal and external resources for diligence to support corporate development activities.

Skills

Analytical mindset

Excel

Strong communication

Education

Bachelor's degree in Finance or Accounting

Tools

Vena FP&A

Job description

Legacy Service Partners in Tampa, FL is seeking an FP&A Analyst to join a fast-growing multi-partner platform. You will support budgeting, forecasting, and performance reporting, partnering with the finance team to provide timely analyses and actionable insights.

You will build financial models, automate reporting, and assist in monthly closings and board-ready materials. The role requires strong Excel skills and 3+ years of relevant experience in finance and accounting.