Senior FP&A Analyst

Seacoast Bank; Orlando (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Seacoast Bank is seeking an FP&A Senior Financial Analyst to join our Financial Planning & Analysis team. You will drive budget development, monitor line of business performance, and contribute to merger and acquisition activities while leading systems implementations and conversions.

The ideal candidate will have advanced financial modeling skills, strong communication, and experience with Power BI, Excel, and SQL to deliver strategic insights for executive decision-making.

Qualifications

• 5+ years of experience with financial institutions.
• MBA or MS in Finance or Accounting preferred.
• Strong understanding of bank FTP, capital and cost allocation methodologies.
• Advanced financial modeling experience.
• Advanced Excel and PowerPoint skills.
• Intermediate Power BI development skills.
• SQL and Power Query preferred.

Responsibilities

• Support Director and Senior Manager of FP&A.
• Creates in-depth Line of Business budgeting and monthly forecasting reports, establishing timelines and presenting results to executive management.
• Key driver in annual three-year strategic planning process.
• Develops complex financial models to direct future ventures, products, strategies and campaigns.
• Reviews reports on historical and future performance trends to guide financial development.
• Prepares board and management reporting, company metrics, and benchmarking.
• Develops profitability metrics and KPIs to benchmark growth.
• Presents financial results to senior leaders monthly, quarterly, and annually.
• Creates and tests Power BI visualizations, interprets DAX, ensuring accuracy.

Skills

Advanced financial modeling

Power BI

DAX

SQL

Excel

PowerPoint

Data extraction & analysis

Axiom Financial Reporting

Education

MBA or MS in Finance/Accounting

Tools

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 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.