FP&A Analyst

Workplace

• This is an in-office position five days per week, ideally based at the headquarters in Stuart, Florida.

Role summary

Essential duties

• Support the Financial Planning and Analysis Manager.
• Provide line-of-business budgeting and monthly forecasting support, set completion timelines, and support regular presentations of results to executive management.
• Support the annual budget, quarterly forecast, and three-year strategic planning process.
• Use or develop financial models for future ventures, products, strategies, and marketing campaigns.
• Review historical and future performance and returns trends to identify financial development opportunities.
• Prepare board and management reports, company metrics, and competitive benchmarking.
• Develop profitability metrics and KPIs to benchmark future line-of-business growth.
• Support merger and acquisition work, including due diligence, forecasting, and post-close analytics.
• Adhere to the bank’s Code of Conduct and applicable legal, ethical, regulatory, and risk-mitigation requirements.

Education and experience

• Bachelor’s degree in Finance or Accounting required; master’s degree preferred.
• Two years of related Finance or Accounting experience with financial institutions required; FP&A-specific experience preferred.

Technical skills

• Advanced Microsoft Excel, PowerPoint, Power BI, Power Query, and Project skills are required.
• Ability to extract and analyze data from various sources is required.
• SQL, MySQL, and project management skills are preferred.

Compliance