Senior FP&A Analyst - Strategic Budgeting & Forecasting

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

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.