Financial Planning and Analysis Specialist

6 days ago


Stuart, Florida, United States Seacoast Bank Full time
Job Summary

Seacoast Bank is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our financial planning team, you will play a critical role in supporting the successful completion of various corporate and departmental projects.

Key Responsibilities
  • Financial Planning and Analysis
    • Provide support for the completion of the bank's annual budget, quarterly forecast, and three-year strategic planning process.
    • Partner with our Shared Services organization to provide in-depth Line of Business (LOB) budgeting and monthly forecasting support, focusing on diligent expense management.
  • Financial Operational Excellence
    • Drive financial operational excellence and continuous improvements projects by leading or being a key contributor.
  • Business Insights and Partnerships
    • Collaborate with business leaders to share insights and drive improved outcomes, partnering with functional teams.
  • Financial Modeling and Analysis
    • Use and/or develop financial models, cost-benefit-analysis (CBA) to direct future business ventures, new products, strategies, and marketing campaigns.
    • Develop profitability metrics and KPIs to provide a benchmark for future line of business growth.
  • Mergers and Acquisitions
    • Support the Bank's M&A activity, including due diligence, forecasting, and post-close analytics.
  • Code of Conduct
    • Adhere to Seacoast Bank's Code of Conduct.
Requirements
  • 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: 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 preferred.
  • Bachelor's Degree in Finance or related field; Master's or equivalent experience preferred.


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