Senior FP&A Analyst

Seacoast Bank; Jacksonville (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Seacoast Bank is seeking an FP&A Senior Financial Analyst to drive budgeting, forecasting, and strategic planning within the Financial Planning & Analysis team. This role emphasizes advanced financial modeling, performance management, and cross-functional collaboration to support executive decision-making.

The ideal candidate brings 5+ years in financial services, MBA or equivalent, and strong Excel/Power BI skills for complex analyses and reporting.

Qualifications

• 5+ years of related experience with financial institutions in Finance/Accounting
• MBA or Master’s Degree in Finance or Accounting strongly preferred
• Strong understanding of bank FTP, capital and cost allocation methodologies
• Advanced financial modeling experience required
• Advanced Excel and PowerPoint skills required
• Intermediate Power BI development skills required
• Experience with Axiom Financial Reporting preferred
• Ability to extract and analyze data from various sources required
• SQL and Microsoft Excel Power Query preferred

Responsibilities

• Support Director and Senior Manager of Financial Planning and Analysis
• Create in-depth Line of Business budgeting and monthly forecasting reports, establishing timelines and presenting results to executives
• Key driver in annual three-year strategic planning process
• Develop complex financial models to direct future ventures, products, strategies and campaigns
• Review reports on historical and future trends to guide financial development
• Prepare board and management reporting, company metrics, and benchmarking
• Develop profitability metrics and KPIs for growth monitoring
• Present financial results to senior leaders monthly, quarterly, and annually
• Create and test visualizations in Power BI and validate DAX accuracy
• Adhere to Seacoast Bank’s Code of Conduct

Skills

Advanced financial modeling

Budgeting & forecasting

Financial analysis

Power BI development

DAX

Data extraction

Education

MBA or Master’s in Finance or Accounting

Tools

Power BI

Axiom Financial Reporting

SQL

Power Query

Job description

JOB SUMMARY:

The FP&A Senior Financial Analyst plays a key role on Seacoast Bank’s Financial Planning & Analysis team, contributing to a wide range of corporate and departmental initiatives. This position is responsible for driving budget development, line of business performance management, merger and acquisition activities, and systems implementations and conversions. The ideal candidate demonstrates strong business acumen, advanced financial modeling skills, and effective communication abilities to drive strategic insights and decision-making.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Support Director and Senior Manager of Financial Planning and Analysis
• Creates in-depth Line of Business budgeting and monthly forecasting reports, establishing timelines for completion and presenting results regularly to executive management.
• Key driver in annual three-year strategic planning process
• Develops complex financial models to direct future business ventures, new products, strategies and marketing campaigns.
• Reviews 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 future line of business growth.
• Meeting and presenting financial results to senior leaders on monthly, quarterly, and annual basis.
• Able to create and modify visualizations in Power BI, interpret DAX code and test for accuracy
• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION AND/OR EXPERIENCE:

• 5+ years of related experience with financial institutions in Finance/Accounting required.
• MBA or Master’s Degree in Finance or Accounting strongly preferred
• Strong understanding of bank FTP, capital and cost allocation methodologies
• Advanced financial modeling experience required.
• Advanced Excel and PowerPoint skills required.
• Intermediate Power BI development skills required.
• Experience with Axiom Financial Reporting preferred.
• Ability to extract and analyze data from various sources required.
• SQL and Microsoft Excel Power Query 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.