Senior FP&A Analyst: Strategic Financial Modeling

Seacoast Bank; Naples (FL); On-site; USD 95,000 - 125,000; Full time

Job summary

Seacoast Bank is seeking an FP&A Senior Financial Analyst to join its Financial Planning & Analysis team in Naples, FL. You will drive budgeting, forecast cycles, strategic planning, and performance management across lines of business, with a focus on insightful financial modeling and decision support.

The role requires strong Excel, PowerPoint, and Power BI skills, plus experience with Axiom FR and SQL data extraction.

Qualifications

• 5+ years of related experience in financial institutions.
• 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.
• SQL and Microsoft Excel Power Query preferred.

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

Financial modeling

Excel

PowerPoint

SQL

Power BI

Axiom FR

Education

MBA or Master's in Finance/Accounting

Tools

Power BI

Axiom Financial Reporting

Power Query

Job description

Seacoast Bank is seeking an FP&A Senior Financial Analyst to join its Financial Planning & Analysis team in Naples, FL. You will drive budgeting, forecast cycles, strategic planning, and performance management across lines of business, with a focus on insightful financial modeling and decision support.

The role requires strong Excel, PowerPoint, and Power BI skills, plus experience with Axiom FR and SQL data extraction.