Sr Financial Planning

4 weeks ago

Stuart, United States Seacoast Bank Full time
Job DescriptionJob Description

Location: This position is an in-office role and must be located at our Headquarters in Stuart, FL

JOB SUMMARY:

We are seeking an experienced and dynamic Sr. Finance Manager to lead a team of analysts and support the growth of a high performing and influential Financial Planning and Analysis (FP&A) team. Our Senior Leadership’s financial acumen provides FP&A with significant organizational visibility and influence to drive meaningful business outcomes at the corporate and line of business level. Primary responsibilities include corporate profitability and balance sheet analysis along with LOB reporting and presentations that meaningfully drive strategic decisioning across the bank. This role would suit an individual with a real desire to develop and succeed within a fast-paced and innovative organization

Our FP&A function is responsible for providing financial oversight and analytical support for our fast-paced Commercial, Consumer and Shared Services lines of business (LOB). Leading activities such as planning, budgeting, forecasting and close exercises, the incumbent will leverage analytics, modeling, leadership and reporting skills, to help drive and shape the financial success of our business areas. You will develop a robust skill set as part of this fast-paced function by interacting with a broad number of internal business partners and building organizational capabilities to drive profitability & customer satisfaction. The work of this team is dynamic with high visibility and impact to our diverse customers, providing you with an exciting opportunity to gain valuable banking-industry experiences and professional growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Lead all budget, forecast, modeling and cost benefit analyses (CBA) elements for our 3 lines of business (Commercial, Consumer, Shared Services). This includes maintaining balance sheet and profit and loss (P&L) forecast models and designing effective processes and communication flows that scale with business growth
  • Collaborate with business leaders to share insights and drive improved outcomes, partnering with functional teams as required
  • Memorialize and enforce controls on all aspects of performance data hygiene and financial measurement reporting
  • Use visualization tools such as PowerBI to undertake ad-hoc analysis to support management decision making including creating dashboards and other dynamic reporting
  • Embrace change and apply a continuous process improvement mindset: consider new ways to analyze business data and results
  • Hire, lead, coach, strengthen and develop the team to enable professional and technical growth as well as talent retention
  • Utilize large financial datasets to build predictive models and lead exploratory data analysis to identify trends yielding revenue opportunities and strategies for expense mitigation
  • Support the Bank’s M&A activity, including due diligence, forecasting and post-close analytics
  • Adheres to Seacoast Bank’s code of conduct.

EDUCATION and/or EXPERIENCE:

  • Education: Bachelor’s Degree in Finance or related field; MBA or advanced degree in Finance/Accounting strongly preferred
  • Experience: 5-10 years of relevant working experience including prior people leadership exposure
  • Knowledge, Skills, Abilities
  • Prior FP&A experience within a bank or similar financial institution required for this role
  • Strong financial acuity, including familiarity with concepts of forecasting, budgeting, FTP, RAROC, and variance analysis
  • Data management experience and the ability to manage large sets of data leveraging visualization tools such as PowerBI or similar
  • Highly analytical and possess a strong business sense
  • Organized multitasker: you prioritize your workload, in a fast-paced, high-growth environment,
  • Strong team-building skills working with a diverse group of people in a high-growth environment
  • Excellent communication and presentation skills to communicate analysis and recommendations in a concise informative manner
  • Able to deliver high-quality effective presentations to communicate complex topics
  • Excellent skills with MS Excel and PowerBI are required; Empyrean suite of products (Planning, Profitability, ALM, etc.) are a plus
  • SQL and Microsoft Excel Power Query preferred
  • Strong understanding of bank FTP, capital and cost allocation methodologies

  • Sr Financial Planning

    3 weeks ago

    Stuart, United States Seacoast Bank Full time

    Location: This position is an in-office role and must be located at our Headquarters in Stuart, FLJOB SUMMARY: We are seeking an experienced and dynamic Sr. Finance Manager to lead a team of analysts and support the growth of a high performing and influential Financial Planning and Analysis (FP&A) team. Our Senior Leadership's financial acumen provides FP&A...

  • Sr Financial Planning

    4 weeks ago

    Stuart, United States Seacoast Bank Full time

    Description Location: This position is an in-office role and must be located at our Headquarters in Stuart, FL JOB SUMMARY: We are seeking an experienced and dynamic Sr. Finance Manager to lead a team of analysts and support the growth of a high performing and influential Financial Planning and Analysis (FP&A) team. Our Senior Leadership's financial acumen...

  • Sr Financial Planning

    1 week ago

    Stuart, United States Seacoast Bank Full time

    Location: This position is an in-office role and must be located at our Headquarters in Stuart, FLJOB SUMMARY: We are seeking an experienced and dynamic Sr. Finance Manager to lead a team of analysts and support the growth of a high performing and influential Financial Planning and Analysis (FP&A) team. Our Senior Leadership's financial acumen provides FP&A...

  • Sr Financial Planning

    1 week ago

    Stuart, United States Seacoast Bank Full time

    Description Location: This position is an in-office role and must be located at our Headquarters in Stuart, FL JOB SUMMARY: We are seeking an experienced and dynamic Sr. Finance Manager to lead a team of analysts and support the growth of a high performing and influential Financial Planning and Analysis (FP&A) team. Our Senior Leadership's financial acumen...

  • Sr Financial Planning

    4 weeks ago

    Stuart, United States Seacoast Banking Corporation of Florida Full time

    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 & fo Financial Planning, Manager, Financial, Project Management, Forecasting, Planning, Banking

  • Financial Advisor

    2 weeks ago

    Stuart, United States LPL Financial Full time

    Investment Planning Group located in Stuart, FL. is looking for two experienced Financial Advisors to join our team. Investment Planning Group utilizes LPL Financial as its broker dealer. LPL is #11 in the independent space for a reason – the support it provides to independent advisors. Our advisors are independent but not alone. We provide:An office at...

  • Financial Advisor

    1 week ago

    Stuart, United States LPL Financial Full time

    Investment Planning Group located in Stuart, FL. is looking for two experienced Financial Advisors to join our team. Investment Planning Group utilizes LPL Financial as its broker dealer. LPL is #11 in the independent space for a reason – the support it provides to independent advisors. Our advisors are independent but not alone. We provide:An office at...

  • Dir Financial Planning

    4 days ago

    Stuart, United States NuCO2 Management LLC Full time

    Principal Responsibilities - Strong business partnership with the management team and other functional staff to identify operational and financial issues and implement corrective action plans, as appropriate. - Assist sales team in developing proposals for new products - Coordinate with sales and customer financial services on DSO and late paying customers -...

  • Dir Financial Planning

    22 hours ago

    Stuart, United States NuCO2 Full time

    Strong business partnership with the management team and other functional staff to identify operational and financial issues and implement corrective action plans, as appropriate.o Assist sales team in developing proposals for new products o Coordina Financial Planning, Business Analytics, Financial, Analytics, Business, Planning, Manufacturing, Banking

  • Sr. Mental Health Practitioner

    3 weeks ago

    Stuart, United States New Horizons of the Treasure Coast, Inc. Full time

    Apply Job Type Full-time Description New Horizons is the largest mental health and addiction recovery provider on the Treasure Coast (and beyond), serving 15,000 children and adults annually through inpatient crisis services, 24-hour help line and mobile response team, and outpatient programs conveniently located across Indian River, Martin, Okeechobee...

  • Sr. Mental Health Practitioner

    5 days ago

    Stuart, United States New Horizons of the Treasure Coast, Inc. Full time

    Apply Job Type Full-time Description New Horizons is the largest mental health and addiction recovery provider on the Treasure Coast (and beyond), serving 15,000 children and adults annually through inpatient crisis services, 24-hour help line and mobile response team, and outpatient programs conveniently located across Indian River, Martin, Okeechobee...

  • Financial Aid Advisor

    2 months ago

    Stuart, United States Indian River State College Full time

    Job Description Working at IRSC has its perks! In addition to helping drive change and having a positive impact by supporting our students, staff, and faculty, IRSC offers a benefits package: *Wellness Wonders: Dive into a world of well-being with perks that nourish your body and soul. Health benefits that prioritize your fitness, mental health, and overall...

  • Financial Analyst

    1 month ago

    Stuart, United States Seacoast Bank Full time

    Job DescriptionJob DescriptionLocation: This position is located at our Headquarters in Stuart, FL. This is an on-site positionThe 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...

  • Mechanic, Sheet Metal Sr. Specialist

    7 days ago

    Stuart, United States DAHER Full time

    Job Title Mechanic, Sheet Metal Sr. Specialist - 04. Lead- 2nd Stage Feeders Job Description Summary Take off with Daher! Are you motivated by the idea of joining this division of excellence? Do you want to participate in its transformation and growth in Stuart, FL? Join Daher to work in a motivating environment and share our pride in designing and...

  • Patient Financial Advocate

    1 week ago

    Stuart, United States Cleveland Clinic Full time

    Join the Cleveland Clinic team, where you will work alongside passionate caregivers and provide patient-first healthcare. At Cleveland Clinic, you will work alongside passionate and dedicated caregivers, receive endless support and appreciation, and build a rewarding career with one of the most respected healthcare organizations in the world.As a Patient...

  • Sr Fraud Investigator

    3 weeks ago

    Stuart, United States Seacoast Bank Full time

    Job DescriptionJob DescriptionSail into a career with Seacoast Bank! The Senior Fraud Investigator helps protect Seacoast National Bank and its customers by thoroughly investigating and documenting the most complex fraud cases, implementing Bank-wide enhancements to accelerate corporate and strategic business objectives, and serving as a trusted advisor to...

  • Health Insurance Advisor

    4 weeks ago

    Stuart, United States Kushner Financial (SFG) Full time

    Job DescriptionJob DescriptionWho We Are:The Kushner Agency is a father-daughter owned multi-million dollar insurance agency. Our contracted agents work from our Cocoa Beach office or remotely from their homes. We have strong relationships with over 30 A-rated insurance carriers who equip us to help families find life insurance and retirement planning...

  • Health Insurance Advisor

    1 week ago

    Stuart, United States Kushner Financial (SFG) Full time

    Job DescriptionJob DescriptionWho We Are:The Kushner Agency is a father-daughter owned multi-million dollar insurance agency. Our contracted agents work from our Cocoa Beach office or remotely from their homes. We have strong relationships with over 30 A-rated insurance carriers who equip us to help families find life insurance and retirement planning...

  • Executive Director Finance Operations | Martin

    2 weeks ago

    Stuart, United States Cleveland Clinic Full time

    Reporting to the Florida Region Chief Financial Officer, serves as the lead finance executive for assigned entities as an integral member of the local executive team. Provides expert financial leadership and guidance to assigned entities, ensuring the achievement of financial objectives aligned with organizational goals. Serves as a strategic partner,...

  • Operational Support Coordinator

    3 weeks ago

    Stuart, United States SymphonyAI Full time

    Introduction: ProServ Operational Support Coordinator SymphonyAI is building the leading enterprise AI SaaS company for digital transformation across the most critical and resilient growth industries, including retail, consumer packaged goods, financial crime prevention, manufacturing, media, and IT service management. Since its founding in 2017,...