Financial Planning and Analysis manager’s main role is to translate financial data and results into performance metrics and actionable items to assist the Bank with achieving its overall financial goals. The FP&A manager will play key roles in the Bank’s annual budget process, forecasting process and line of business profitability analysis.
Primary Objectives:
- Support Director of Financial Planning and Analysis
- Provides in-depth Line of Business budgeting and monthly forecasting support, establishing timelines for completion and presenting results regularly to executive management
- The key driver in the annual budget, quarterly forecast and the three-year strategic planning process
- Develops complex financial models to direct future business ventures, new products, strategies and marketing campaigns
- Review 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 a future line of business growth
- Meeting and presenting financial results to senior leaders on a monthly, quarterly and annual basis
- Support the Bank’s M&A activity, including due diligence, forecasting and post-close analytics
Position Requirements:
- To perform this job successfully; an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Education and /or Experience
- 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
- Experience with Axiom Financial Reporting preferred
- Ability to extract and analyze data from various sources required
- SQL and Microsoft Excel Power Query preferred
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- 5 years of related experience with financial institutions in Finance/Accounting
- FP&A specific experience
- MBA or Master's Degree in Finance or Accounting
- Strong understanding of bank FTP, capital and cost allocation methodologies
- Advanced financial modeling experience
- Advanced Excel and PowerPoint skills
- Experience with Axiom Financial Reporting
- Ability to extract and analyze data from various sources
- SQL and Microsoft Excel Power Query
Seacoast Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Seacoast Bank and has not been reviewed or approved by Seacoast Bank.
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Leave & Time Off Breadth — Paid holidays, vacation/PTO, and sick leave are part of the package, with bank holidays providing additional time off beyond standard PTO.
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Retirement Support — A 401(k) with company match and profit sharing are offered, alongside an active employee stock purchase plan that broadens long‑term wealth‑building options.
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Wellbeing & Lifestyle Benefits — Medical, dental, vision, wellness program, EAP, flexible spending accounts, tuition reimbursement, and banking‑service perks (e.g., free accounts and safe‑deposit box) round out total compensation beyond base pay.
Seacoast Bank Insights
What We Do
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees. Seacoast provides integrated financial services including commercial and consumer banking, wealth management and mortgage services to customers at 85 full-service branches across Florida, and through advanced mobile and online banking solutions. Seacoast Bank is the wholly owned subsidiary bank of Seacoast Banking Corporation of Florida (NASDAQ: SBCF), one of the largest community banks headquartered in Florida and is Member FDIC/Equal Housing Lending. As of 2023, Seacoast Bank has just under 1,600 associates, $15 billion in assets and $12 billion in deposits. Our Vision: To be the trusted advisor of choice to the customers, businesses, and communities we serve. Our Four Promises: We believe that our greatest assets will always be our people — local bankers who are knowledgeable about the communities we serve and dedicated to an exceptional customer experience. For nearly a century, Seacoast Bank’s commitment to customers has remained the same and is summarized by its Four Promises. We promise to: 1. Get you comfortable with the right products and the right team to serve you 2. Make your day-to-day banking simple 3. Resolve out-of-the-ordinary items responsively 4. Invest in you and your community Please note: This page is intended to be an informational place for our customers and employees to connect and interact. To ensure that visiting our LinkedIn page is a great experience for everyone, we have a several guidelines that we ask you to follow. The Seacoast Bank Social Media Terms Of Use can be viewed at https://www.seacoastbank.com/agreements-and-disclosures/social-terms.
