FP&A Analyst

Seacoast Bank Careers•Stuart, FL
•Onsite

About The Position

The FP&A Analyst supports Seacoast’s financial planning team and contributes to corporate and departmental projects, including budgeting, line-of-business performance management, mergers and acquisitions, systems implementations and conversions, and other initiatives. The role requires strong communication and organizational skills and the ability to lead team members through project tasks. It is an in-office position five days a week, ideally based at the company’s headquarters in Stuart, Florida. The Analyst provides budgeting and forecasting support, contributes to annual and strategic planning, develops or uses financial models, reviews performance trends, and prepares reporting and profitability measures for management. The position also supports the Bank’s M&A activities and requires adherence to Seacoast Bank’s Code of Conduct and applicable regulatory, legal, ethical, risk mitigation, and training requirements.

Requirements

  • Bachelor’s degree in Finance or Accounting.
  • At least 2 years of related experience with financial institutions in Finance or Accounting.
  • 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.
  • 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 returns 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 regulatory, legal, ethical, risk mitigation, and annual training requirements.
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