FP&A Analyst

Seacoast Bank; Town of Florida (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

The FP&A Analyst at Seacoast Bank supports the financial planning team by driving budgeting, forecasting, and performance management for multiple lines of business. The role focuses on corporate initiatives, mergers and acquisitions activities, and systems implementations while delivering timely, accurate analyses to executive leadership.

Ideal candidates have strong Excel, Power BI, and data extraction skills, plus experience in financial modeling, reporting, and KPI development to guide

Qualifications

• Bachelor’s Degree in Finance or Accounting; Master’s preferred.
• 2 years of related experience with financial institutions; FP&A experience preferred.
• Advanced MS Excel, PowerPoint, Power BI, Power Query; strong data analysis required.
• SQL/MySQL skills and project-management ability preferred.

Responsibilities

• Support FP&A Manager and assist in budgeting and forecasting.
• 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.

Skills

Advanced Excel

Power BI

Power Query

SQL / MySQL

Project Management

Data Analysis

Communication

Education

Bachelor’s Degree in Finance or Accounting

Master’s degree preferred

Tools

Microsoft PowerPoint

Microsoft Project

Job description

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.

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

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.