Senior Financial Analyst

The Facilities Group; Tampa (FL); Hybride; USD 85 000 - 120 000; Plein temps

Avantages offerts par ce poste

Health, vision, dental, and life ins.

Matching 401(k)

PTO and paid holidays

Employee Assistance Program (EAP)

Résumé du poste

The Facilities Group in Tampa, FL is seeking a Senior Financial Analyst to partner with executives, operators, and field teams to drive performance through budgeting, forecasting, and P&L analysis.

You will use Workday Adaptive Planning and Power BI to build models, reports, and KPI dashboards, delivering actionable insights in a fast-paced, private equity–backed environment. Hybrid role with some work-from-home days and collaboration across multiple sites.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 5+ years FP&A or financial analysis experience.
• Expert in Workday Adaptive Planning and Power BI.
• Strong financial modeling and ROI analysis skills.
• Excellent written and verbal communication; GAAP knowledge.

Responsabilités

• Partner with operators to identify cost savings and revenue growth opportunities.
• Lead budgets and forecasts; hold leaders accountable to results.
• Deliver monthly P&L reporting with variance analysis.
• Build budgets, forecasts, and reporting using Workday Adaptive Planning.
• Develop KPIs, dashboards, and executive reporting.

Connaissances

Workday Adaptive Planning

Power BI

Excel

Financial modeling

Communication

Formation

Bachelor’s degree in Finance/Accounting

Outils

NetSuite

Description du poste

Who We Are

The Facilities Group (TFG), headquartered in Tampa, FL, is a family of commercial facilities maintenance companies, providing best-in-class service to over 25,000 locations across the country. The Facilities Group partners with the premier local, regional, and national facility service providers while maintaining brand legacy and driving high-powered technology. The Facilities Group family of companies has 17 offices throughout the United States and provides comprehensive suite of janitorial and maintenance services to a variety of end markets including commercial, distribution, logistics, aviation, education, finance, industrial and healthcare facilities.

Who We Are

The Facilities Group (TFG), headquartered in Tampa, FL, is a family of commercial facilities maintenance companies, providing best-in-class service to over 25,000 locations across the country. The Facilities Group partners with the premier local, regional, and national facility service providers while maintaining brand legacy and driving high-powered technology. The Facilities Group family of companies has 17 offices throughout the United States and provides comprehensive suite of janitorial and maintenance services to a variety of end markets including commercial, distribution, logistics, aviation, education, finance, industrial and healthcare facilities. Our principle of providing best-in-class service not only guides how we treat our clients but is also the foundation of our company culture. We understand the importance of maintaining an exciting culture for our employees and believe in creating an empowering professional environment with a sense of community and opportunity.

What You Will Be Doing

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.

Senior Financial Analyst Duties And Responsibilities

The Senior Financial Analyst is responsible for, but not limited to:

• 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.

Senior Financial Analyst Requirements And Qualifications

• 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.

Preferred Qualifications

• 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.

Employee Benefits

• Health, vision, dental, and life insurance
• Matching 401(k)
• PTO and paid holidays
• Employee Assistance Program (EAP)

The Facilities Group is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Our commitment extends beyond preventing discrimination and harassment; it’s about creating an environment where diverse backgrounds and perspectives are valued. We believe in the power of our people, the ideas they bring, and what we can accomplish together.

Consistent with the Americans with Disabilities Act (ADA), all state & federal requirements, it is the policy of The Facilities Group to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The Facilities Group also provides reasonable accommodations as required under the Pregnant Workers Fairness Act (PWFA) for limitations related to pregnancy, childbirth, or related medical conditions. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruitment Team 813-425-1985.