Treasury Management Analyst

Seacoast Bank Careers • Orlando, FL

2d • Hybrid

About The Position

This role involves supporting key initiatives within the Treasury Solutions team, including business research, product development, optimization of existing products, vendor/cost management, pricing initiatives, and market positioning projects. The analyst will assist senior leadership with critical departmental analyses such as revenue, production, and other key metrics, leveraging efficient analysis skills. A key responsibility is designing and preparing monthly and other reports to provide business insights, with the ability to create reports for senior leaders with limited oversight, including observations and call-outs to effectively communicate report purpose and proactively address potential questions. The role also includes managing policies and procedures, ensuring TM department content and marketing materials are current and effective, and building strong internal partnerships across and outside the treasury organization to drive strategic initiatives and implement changes. Adherence to policies, proactive issue escalation, and planning day-to-day schedules and prioritizing activities are also essential. Additionally, the analyst will manage meeting schedules, prepare necessary documents, facilitate signature collection, coordinate travel, manage expense reports, oversee team office space, drive agendas for leader meetings, organize team meetings and social events, support events, and maintain team collaboration tools.

Requirements

• Bachelor’s degree in Accounting, Finance or Business
• 1-2+ year(s) of related financial industry work experience
• Advanced Excel skills (pivot tables and vlookups)
• Project management experience
• SQL skills preferred
• Strong attention to detail
• Ability to work well on a team
• Ability to work in the office or remote in an effective manner

Responsibilities

• Work closely with Treasury Solutions teammates and leadership to support key initiatives, including business research and product development, optimization of existing products, vendor/cost management, pricing initiatives, or market positioning projects.
• In support of senior leadership, aid in design and drive completion of department critical analysis including revenue, production, and other key metrics.
• Leverage and support efficient analysis skills.
• Design and/or prepare monthly and other reporting to provide insight into the business.
• Create reporting for senior leaders with limited oversight, adding observations and call outs to effectively communicate report purpose.
• Manage policies and procedures that govern processes, including supporting teammates, updating and improving processes, and completing annual reviews.
• Proactively make changes to keep documents up to date and identify process weaknesses for continuous improvement.
• Review and manage TM department content, marketing materials, and documentation to ensure items are current and utilization is effective.
• Build and maintain strong internal partnerships across Treasury Management and with external treasury organizations; act as a liaison between groups to manage expectations, move strategic initiatives forward, and implement changes.
• Adhere to and follow all applicable policies and procedures.
• Proactively escalate issues and risks to leadership's attention.
• Anticipate challenges and plan ahead to develop day-to-day schedules and prioritize activities for the Directors.
• Schedule meetings with consideration to time constraints, ensure schedules are in sync, and proper documents or presentation materials are prepared.
• Facilitate the collection of signatures on documents, organization of electronic copies, and shipment of physical copies.
• Coordinate travel and trip schedules.
• Manage expense report coordination and submission.
• Manage team office space, including moves and reconfigurations.
• Drive updated agendas for weekly leader meetings, anticipate possible topics, and manage follow-ups.
• Lead efforts to organize team meetings and social events (all-hands meetings, off-sites, team building events, etc.).
• Support events (virtually and onsite) including executive management, event coordination, and other support as needed.
• Edit, proof, and print key materials as needed for presentation to Senior leadership team.
• Own, maintain, and continually improve team collaboration and information tools including internal internet sites and pages.

What This Job Offers

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