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

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