Senior FP&A Analyst: Strategic Budgeting, Modeling & M&A

Seacoast Bank; Miami (FL); On-site; USD 85,000 - 115,000; Full time

Job summary

Seacoast Bank in Florida seeks an FP&A Senior Financial Analyst to join its Financial Planning & Analysis team. The role drives budget development, line of business performance, M&A activities, and system implementations.

The candidate combines strong business acumen with advanced financial modeling and clear communication to guide strategic decisions. The role includes creating budgeting reports, forecasting, KPI development, presenting results to executives, and building Power BI

Qualifications

• 5+ years of related experience with financial institutions in Finance/Accounting.
• MBA or Master’s Degree in Finance or Accounting strongly preferred.
• Advanced financial modeling experience required.
• Advanced Excel and PowerPoint skills; intermediate Power BI development.
• Experience with Axiom Financial Reporting; SQL and Power Query preferred.
• Ability to extract and analyze data from various sources.

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 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.

Skills

Financial modeling

Budgeting & forecasting

Strategic planning

Data analysis

Power BI

DAX

Excel

Presentations / communication

SQL

Education

MBA or Master’s degree in Finance or Accounting

5+ years of experience in Finance/Accounting in financial institutions

Tools

Power BI

Axiom Financial Reporting

Power Query

Excel

SQL

DAX

Job description

Seacoast Bank in Florida seeks an FP&A Senior Financial Analyst to join its Financial Planning & Analysis team. The role drives budget development, line of business performance, M&A activities, and system implementations.

The candidate combines strong business acumen with advanced financial modeling and clear communication to guide strategic decisions. The role includes creating budgeting reports, forecasting, KPI development, presenting results to executives, and building Power BI