Senior FP&A Analyst

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

Job summary

Seacoast National Bank is seeking a qualified FP&A Senior Financial Analyst to join its Financial Planning & Analysis team in Florida. You will drive budget development, line of business performance, and merger activity, translating complex data into actionable insights for executive leadership.

With strong modeling, SQL/Power BI skills, and effective communication, you will influence strategic decisions, support system implementations, and contribute to corporate performance reporting on a

Qualifications

• 5+ years of related experience; financial institutions preferred.
• MBA or advanced degree strongly preferred.
• Strong financial modeling and data analysis skills.
• Advanced Excel and PowerPoint proficiency.

Responsibilities

• Support Director and Senior Manager of Financial Planning and Analysis
• Develop in-depth budgeting and monthly forecasting reports and present results to executive management.
• Lead the annual three-year strategic planning process
• Develop complex financial models to direct future ventures, products, strategies and marketing campaigns.
• Review reports on historical and future trends to determine paths for financial development.
• Prepare board and management reporting, company metrics, and benchmarking.
• Develop profitability metrics and KPIs for future growth.
• Present financial results to senior leaders monthly, quarterly, and annually.
• Create and modify Power BI visualizations and test DAX for accuracy.
• Adhere to Code of Conduct.

Skills

Advanced financial modeling

Analytical thinking

Communication skills

Presentation skills

Education

MBA or Master’s Degree in Finance or Accounting

Tools

Power BI

SQL

Power Query

Axiom Financial Reporting

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 executivemanagement.
• Key driver in annualthree-yearstrategic planning process
• Develops complex financial models to direct future business ventures, new products, strategies and marketingcampaigns.
• Reviews reports on historical and future trends in performance and returns to determine appropriate paths for financialdevelopment.
• Prepares accurate board and management reporting, company metrics, and competitivebenchmarking.
• Develops profitability metrics and KPIs to provide a benchmark for future line of businessgrowth.
• 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/Accountingrequired.
• MBA or Master’s Degree in Finance or Accounting strongly preferred
• Strong understanding of bank FTP, capital and cost allocation methodologies
• Advanced financial modeling experiencerequired.
• Advanced Excel and PowerPoint skillsrequired.
• Experience withAxiom Financial Reportingpreferred.
• Ability to extract and analyze data from various sourcesrequired.
• 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 purposesincludingjob evaluations; performancereviews; 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 theirindividual roles. This includesthe on time,successful completion of annualrequiredtrainingpost-hire and effective execution of role responsibilities.

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications

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.