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Corporate Financial Analyst
2 months ago
The Financial Planning and Analysis (FP&A) Analyst plays a pivotal role within Seacoast Bank's financial strategy team. This position is tasked with overseeing the successful execution of various corporate and departmental initiatives, which emphasize: performance management across business lines, budgeting and forecasting, merger and acquisition (M&A) activities, systems implementation, and additional strategic projects. The ideal candidate will demonstrate exceptional communication and organizational capabilities, along with the ability to collaborate effectively with cross-functional teams to achieve strategic objectives.
KEY RESPONSIBILITIES
- Assist in the preparation of the bank's annual budget, quarterly forecasts, and the three-year strategic planning framework.
- Collaborate closely with our Shared Services division to provide comprehensive budgeting and monthly forecasting support for various Lines of Business (LOB), focusing on meticulous expense management.
- Lead initiatives aimed at enhancing financial operational excellence and continuous improvement projects.
- Engage with business leaders to share insights and foster improved outcomes through partnership with functional teams.
- Utilize and/or develop financial models and cost-benefit analyses (CBA) to guide future business ventures, new product development, strategies, and marketing efforts.
- Create profitability metrics and key performance indicators (KPIs) to establish benchmarks for future business growth.
- Support the Bank's M&A activities, including conducting due diligence, forecasting, and post-acquisition analytics.
- Comply with Seacoast Bank's Code of Conduct.
- Previous experience in FP&A or a similar role within a banking or financial services environment.
- Strong financial acumen, including a solid understanding of forecasting, budgeting, and variance analysis.
- Experience in data management with the ability to handle large datasets and produce accurate reports.
- Excellent communication and presentation skills to convey analysis and recommendations clearly and effectively.
- Self-driven, highly analytical, adaptable, and capable of navigating ambiguity.
- Organized multitasker with the ability to prioritize effectively in a fast-paced, high-growth setting.
- Proficient in Microsoft Excel, PowerPoint, Power BI, Power Query, Workiva, and Project.
- Familiarity with SQL, MySQL, and Project Management is preferred.
- Bachelor's Degree in Finance or a related field; a Master's degree or equivalent experience is preferred.