Financial Analyst
3 weeks ago
Location: This position is located at our Headquarters in Stuart, FL. This is an on-site position
The FP&A Analyst holds an important role on Seacoast’s financial planning team and is responsible for the successful completion of various corporate and departmental projects focused heavily on: line of business performance management, budgeting & forecasting, merger and acquisition (M&A) activities, systems implementations and various other initiatives. The ideal candidate should exhibit strong communication and organizational skills and the ability to partner with other teams to deliver strategic outcomes.
ESSENTIAL DUTIES and RESPONSIBILITIES
- Provides support for completion of the bank’s annual budget, quarterly forecast and the three-year strategic planning process
- Partners, primarily, with our Shared Services organization to provide in-depth Line of Business (LOB) budgeting and monthly forecasting support focusing on diligent expense management
- Drive financial operational excellence, continuous improvements projects by leading or being a key contributor
- Collaborate with business leaders to share insights and drive improved outcomes, partnering with functional teams
- Uses and/or develops financial models, cost-benefit-analysis (CBA) to direct future business ventures, new products, strategies and marketing campaigns
- Develops profitability metrics and KPIs to provide a benchmark for a future line of business growth
- Support the Bank’s M&A activity, including due diligence, forecasting and post-close analytics
- Adhere to Seacoast Bank’s Code of Conduct.
EDUCATION and/or EXPERIENCE
- Prior FP&A, or equivalent, experience within a bank or other financial institution
- Strong financial acuity, including working knowledge of forecasting, budgeting, and variance analysis concepts
- Data management experience and the ability to manage large sets of data and prepare accurate reports
- Excellent communication and presentation skills to deliver analysis and recommendations in a concise informative manner
- Self-motivated, highly analytical, flexible, and able to deal with ambiguity
- Organized multitasker: you prioritize your workload, in a fast-paced, high-growth environment
- Advanced Microsoft Excel, PowerPoint, Power BI, Power Query, Workvia and Project skills, required
- SQL, MySQL and Project Management skills are preferred
- Bachelor’s Degree in Finance or related field, Master’s or equivalent experience preferred
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