FP&A Manager

Seacoast Bank • Tampa, FL

7d

About The Position

The Financial Planning and Analysis (FP&A) Manager's primary responsibility is to transform financial data and results into performance metrics and actionable insights that support the Bank in achieving its financial objectives. This role is crucial for the Bank's annual budget, forecasting, and line of business profitability analysis.

Requirements

• 5 years of related experience with financial institutions in Finance/Accounting required.
• FP&A specific experience preferred.
• 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.
• Ability to extract and analyze data from various sources required.

Nice To Haves

• Experience with Axiom Financial Reporting preferred.
• SQL and Microsoft Excel Power Query preferred.

Responsibilities

• Support the Director of Financial Planning and Analysis.
• Provide in-depth Line of Business budgeting and monthly forecasting support, establishing timelines and presenting results to executive management.
• Lead the annual budget, quarterly forecast, and three-year strategic planning processes.
• Develop complex financial models to guide future business ventures, new products, strategies, and marketing campaigns.
• Review reports on historical and future performance trends to identify optimal financial development paths.
• Prepare accurate board and management reports, company metrics, and competitive benchmarks.
• Develop profitability metrics and KPIs to benchmark future line of business growth.
• Present financial results to senior leaders monthly, quarterly, and annually.
• Support the Bank's M&A activities, including due diligence, forecasting, and post-close analytics.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager