FP&A Analyst

Seacoast Bank•Tampa, FL
•Onsite

About The Position

The FP&A Analyst supports Seacoast’s financial planning team and completes corporate and departmental projects focused on budgeting, line-of-business performance management, mergers and acquisitions, systems implementations and conversions, and other applicable initiatives. The role calls for strong communication and organizational skills and the ability to lead team members through project tasks. The position supports the Financial Planning and Analysis Manager and provides budgeting, forecasting, reporting, modeling, and analytical support to business lines and executive management. It also supports the Bank’s M&A activity, including due diligence, forecasting, and post-close analytics. Associates must adhere to Seacoast Bank’s Code of Conduct and applicable legal, ethical, regulatory, and risk-mitigation requirements, including completing required annual training on time. This is an in-office position five days per week, ideally based at the company’s headquarters in Stuart, Florida.

Requirements

  • Bachelor’s degree in Finance or Accounting.
  • At least 2 years of related experience in Finance/Accounting with financial institutions.
  • Advanced Microsoft Excel, PowerPoint, Power BI, Power Query, and Project skills.
  • Ability to extract and analyze data from various sources.
  • Strong communication and organizational skills and the ability to lead team members through project tasks.

Nice To Haves

  • Master’s degree preferred.
  • FP&A-specific experience preferred.
  • SQL, MySQL, and project management skills preferred.

Responsibilities

  • Support the Financial Planning and Analysis Manager.
  • Provide in-depth line-of-business budgeting and monthly forecasting support, establish completion timelines, and support regular presentation of results to executive management.
  • Support the annual budget, quarterly forecast, and three-year strategic planning process.
  • Use and/or develop financial models to guide future business ventures, new products, strategies, and marketing campaigns.
  • Review reports on historical and future performance and return trends to determine appropriate paths for financial development.
  • Prepare accurate board and management reporting, company metrics, and competitive benchmarking.
  • Develop profitability metrics and KPIs to benchmark 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 and applicable legal, ethical, regulatory, and risk-mitigation requirements, including completing required annual training on time.
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