Strategic FP&A Analyst: Budgets, Forecasts & M&A

Seacoast Bank; Town of Florida (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

The FP&A Analyst at Seacoast Bank supports the financial planning team by driving budgeting, forecasting, and performance management for multiple lines of business. The role focuses on corporate initiatives, mergers and acquisitions activities, and systems implementations while delivering timely, accurate analyses to executive leadership.

Ideal candidates have strong Excel, Power BI, and data extraction skills, plus experience in financial modeling, reporting, and KPI development to guide

Qualifications

• Bachelor’s Degree in Finance or Accounting; Master’s preferred.
• 2 years of related experience with financial institutions; FP&A experience preferred.
• Advanced MS Excel, PowerPoint, Power BI, Power Query; strong data analysis required.
• SQL/MySQL skills and project-management ability preferred.

Responsibilities

• Support FP&A Manager and assist in budgeting and forecasting.
• Provides in-depth Line of Business budgeting and monthly forecasting support, establishing timelines for completion and supports the presentation of results regularly to executive management
• Provides support for completion of the annual budget, quarterly forecast and the three-year strategic planning process
• Uses and/or develops financial models to direct future business ventures, new products, strategies and marketing campaigns
• Review 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 a future line of business growth
• Support the Bank’s M&A activity, including due diligence, forecasting and post-close analytics
• Adhere to Seacoast Bank’s Code of Conduct.

Skills

Advanced Excel

Power BI

Power Query

SQL / MySQL

Project Management

Data Analysis

Communication

Education

Bachelor’s Degree in Finance or Accounting

Master’s degree preferred

Tools

Microsoft PowerPoint

Microsoft Project

Job description

The FP&A Analyst at Seacoast Bank supports the financial planning team by driving budgeting, forecasting, and performance management for multiple lines of business. The role focuses on corporate initiatives, mergers and acquisitions activities, and systems implementations while delivering timely, accurate analyses to executive leadership.

Ideal candidates have strong Excel, Power BI, and data extraction skills, plus experience in financial modeling, reporting, and KPI development to guide