Senior FP&A Analyst

JOB SUMMARY

The FP&A Senior Financial Analyst plays a key role on Seacoast Bank’s Financial Planning & Analysis team, contributing to a wide range of corporate and departmental initiatives. This position is responsible for driving budget development, line of business performance management, merger and acquisition activities, and systems implementations and conversions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Support Director and Senior Manager of Financial Planning and Analysis

• Creates in-depth Line of Business budgeting and monthly forecasting reports, establishing timelines for completion and presenting results regularly to executive management.

• Key driver in annual three-year strategic planning process

• Develops complex financial models to direct future business ventures, new products, strategies and marketing campaigns.

• Reviews reports on historical and future trends in performance and returns to determine appropriate paths for financial development.

• Prepares accurate board and management reporting, company metrics, and competitive benchmarking.

• Develops profitability metrics and KPIs to provide a benchmark for future line of business growth.

• Meeting and presenting financial results to senior leaders on monthly, quarterly, and annual basis.

• Able to create and modify visualizations in Power BI, interpret DAX code and test for accuracy

EDUCATION and/or EXPERIENCE

• 5+ years of related experience with financial institutions in Finance/Accounting required.

• 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.

• Intermediate Power BI development skills required.

• Experience with Axiom Financial Reporting preferred.

• Ability to extract and analyze data from various sources required.

• SQL and Microsoft Excel Power Query preferred