Treasury Management Analyst

Seacoast Bank•Winter Park, FL

2d•Hybrid

About The Position

This role supports key initiatives within Treasury Solutions, including business research, product development, optimization of existing products, vendor/cost management, pricing initiatives, and market positioning projects. The analyst will also aid in the design and completion of critical departmental analyses such as revenue and production metrics, and design/prepare monthly and other reports to provide business insights. A key aspect of the role involves managing policies and procedures, ensuring documentation is current, and identifying areas for continuous improvement. The analyst will build and maintain internal partnerships, acting as a liaison between groups to manage expectations and implement changes. Additionally, the role involves supporting senior leadership by anticipating challenges, planning schedules, prioritizing activities, and coordinating meetings, travel, and expense reports. The analyst will also manage team office space, drive agendas for leader meetings, organize team events, and edit/proofread key materials for senior leadership. Owning and improving team collaboration and information tools is also a responsibility.

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
Strong attention to detail
Ability to work well on a team
Ability to work in the office or remote in an effective manner

Nice To Haves

SQL skills preferred

Responsibilities

Work closely with Treasury Solutions teammates and leadership to support key initiatives, including business research, 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.
Design and/or prepare monthly and other reporting to provide insight into the business, capable of creating reporting for senior leaders with limited oversight.
Manage policies and procedures that govern processes, including supporting teammates, updating and improving processes, and completing annual reviews.
Build and maintain strong internal partnerships across Treasury Management and also those outside of the treasury organization; work as 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 to cover at these meetings, and follow ups as needed.
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.