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Corporate Financial Analyst

2 months ago

Stuart, Florida, United States Seacoast Bank Full time
Location: This position is located at our Headquarters. This is an on-site position.

The Financial Planning and Analysis (FP&A) Analyst plays a crucial role within Seacoast Bank's financial planning team, tasked with overseeing the successful execution of various corporate and departmental initiatives. These initiatives primarily focus on: performance management across lines of business, budgeting and forecasting, merger and acquisition (M&A) activities, systems implementations, and additional strategic projects. The ideal candidate will demonstrate exceptional communication and organizational abilities, alongside a capacity to collaborate effectively with other teams to achieve strategic objectives.

KEY RESPONSIBILITIES
  • Assist in the development of the bank's annual budget, quarterly forecasts, and the three-year strategic planning process.
  • Collaborate closely with our Shared Services organization to provide comprehensive budgeting and monthly forecasting support for Lines of Business (LOB), emphasizing diligent expense management.
  • Lead or contribute significantly to financial operational excellence and continuous improvement initiatives.
  • Engage with business leaders to share insights and drive enhanced outcomes, working in partnership with functional teams.
  • Utilize and/or create financial models and cost-benefit analyses (CBA) to guide future business ventures, new product developments, strategies, and marketing efforts.
  • Establish profitability metrics and key performance indicators (KPIs) to serve as benchmarks for future growth within lines of business.
  • Support the bank's M&A activities, including conducting due diligence, forecasting, and post-acquisition analytics.
  • Adhere to Seacoast Bank's Code of Conduct.
QUALIFICATIONS
  • Previous experience in FP&A or a similar role within a banking or financial institution.
  • Strong financial acumen, including a solid understanding of forecasting, budgeting, and variance analysis principles.
  • 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: adept at prioritizing workload in a fast-paced, high-growth environment.
  • 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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.