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. The ideal candidate demonstrates strong business acumen, advanced financial modeling skills, and effective communication abilities to drive strategic insights and decision-making.
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
- Adhere to Seacoast Bank’s Code of Conduct.
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
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
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
- Advanced financial modeling experience
- Advanced Excel skills
- Advanced PowerPoint skills
- Intermediate Power BI development skills
- Able to create and modify visualizations in Power BI, interpret DAX code and test for accuracy
- Ability to extract and analyze data from various sources
- Strong understanding of bank FTP, capital and cost allocation methodologies
- MBA or Master's Degree in Finance or Accounting
- Experience with Axiom Financial Reporting
- SQL
- 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.
