FP&A Analyst

Seacoast Bank; Florida; Presencial; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

Seacoast Bank is seeking an FP&A Analyst to join our finance team in Florida. The role focuses on budgeting, monthly forecasting, and long-range planning, with involvement in M&A activities and system conversions as needed.

Strong communication skills and the ability to lead project work are essential. The ideal candidate has a Finance or Accounting degree with 2 years’ experience in financial institutions, plus advanced Excel, Power BI, and SQL/Power Query capabilities to drive insights and

Formación

• Bachelor’s Degree in Finance or Accounting; Master’s preferred.
• 2 years of related experience in Finance/Accounting for financial institutions; FP&A experience preferred.
• Advanced Microsoft Excel, PowerPoint, Power BI, Power Query and Project skills required.
• Ability to extract and analyze data from various sources.
• SQL, MySQL and Project Management skills preferred.

Responsabilidades

• Support FP&A Manager and assist with budgeting and monthly forecasting.
• Lead annual budget, quarterly forecast and 3-year strategic planning processes.
• Develop and use financial models to assess ventures, products, strategies, and marketing campaigns.
• Review historical and future performance reports to guide financial decisions.
• Prepare board/management reporting, company metrics and benchmarking.
• Develop profitability metrics and KPIs to guide growth; support M&A activities.

Conocimientos

FP&A analysis

Budgeting

Financial modeling

Data analysis

SQL queries

Educación

Bachelor's in Finance or Accounting

Master's preferred

Herramientas

Power BI

Power Query

Excel

PowerPoint

Project

SQL/MySQL

Descripción del empleo

This is a 5x a week in office position, and ideally based out of our headquarters in Stuart, FL.

JOB SUMMARY
The FP&A Analyst holds an important role on Seacoast’s financial planning team and is responsible for the successful completion of various corporate and departmental projects focused heavily on budget, line of business performance management, merger and acquisition activities, systems implementations and conversions and various other initiatives as applicable. A qualified candidate should exhibit strong communication and organizational skills and the ability to lead team members through project tasks.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Support Financial Planning and Analysis Manager
• Provides in-depth Line of Business budgeting and monthly forecasting support, establishing timelines for completion and supports the presentation of results regularly to executive management
• Provides support for completion of the annual budget, quarterly forecast and the three-year strategic planning process
• Uses and/or develops financial models to direct future business ventures, new products, strategies and marketing campaigns
• Review reports on historical and future trends in performance and returns to determine appropriate paths for financial development
• Prepares accurate board and management reporting, company metrics and competitive benchmarking
• Develops profitability metrics and KPIs to provide a benchmark for a future line of business growth
• Support the Bank’s M&A activity, including due diligence, forecasting and post-close analytics
• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION AND/OR EXPERIENCE:

• To perform this job successfully; an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor’s Degree in Finance or Accounting, Master’s preferred
• 2 years of related experience with financial institutions in Finance/Accounting required, FP&A specific experience preferred
• Advanced Microsoft Excel, PowerPoint, Power BI, Power Query and Project skills required
• Ability to extract and analyze data from various sources required
• SQL, MySQL and Project Management skills preferred

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.