Senior FP&A Analyst

Seacoast Bank; West Palm Beach (FL); On-site; USD 95,000 - 130,000; Full time

Job summary

Seacoast Bank is seeking an FP&A Senior Financial Analyst to lead budgeting, three-year strategic planning, and performance analysis. You will build complex financial models to guide new ventures, products, and campaigns, and present insights to executive leadership.

The role emphasizes advanced Excel and Power BI skills, with responsibilities spanning board reporting, KPI development, and periodic financial reviews. Strong communication is essential for cross-functional collaboration.

Qualifications

• 5+ years of related experience in Finance/Accounting within financial institutions.
• MBA or Master’s Degree in Finance or Accounting strongly preferred.
• Advanced financial modeling experience is required.
• Advanced Excel and PowerPoint skills are required.
• Intermediate Power BI development skills are required.

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.

Skills

Advanced financial modeling

Communication abilities

Budget development

Strategic planning

Financial analysis

Education

MBA or Master’s in Finance/Accounting

Tools

Power BI

Excel

PowerPoint

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.