Overview
A Florida Benefit Corporation and FDIC-insured commercial bank is seeking a Financial Planning & Analysis (FP&A) Analyst to support its financial strategy and decision-making processes. The organization offers a full suite of personal and business banking services, including solar, residential, commercial, ESOP banking, structured finance, and SBA loans, with a focus on sustainability and ethical banking. The bank operates branches in St. Petersburg, Winter Park, Mount Dora, and maintains a growing digital presence.
Responsibilities
- Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning.
- Prepare monthly, quarterly, and annual financial reports analyzing variances, trends, and key performance indicators (KPIs).
- Support budgeting and forecasting processes by gathering data, coordinating with business units, and ensuring accuracy and timeliness.
- Conduct ad hoc financial analyses to support strategic initiatives, capital allocation, and cost management projects.
- Monitor and report on the bank’s financial performance against targets, proactively identifying areas for improvement.
- Assist with regulatory reporting and ensure compliance with internal controls and policies.
- Collaborate with department heads to understand business drivers, risks, and opportunities, providing financial guidance as needed.
- Participate in the development and implementation of financial systems and process improvements.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- Minimum of 2 years of experience in FP&A, financial analysis, or related roles; experience within banking or financial services is a strong plus.
- Strong proficiency in Microsoft Excel, financial modeling, and data analysis.
- Experience with financial software and ERP systems is a strong plus.
- High level of integrity and commitment to confidentiality.
- Ability to explain complex financial concepts to non-financial stakeholders.
- Excellent analytical, problem-solving, and quantitative skills.
- Entrepreneurial self-starter mentality with a focus on delivering measurable results and operational efficiencies.
- Strong communication skills, able to engage professionally with stakeholders at all levels.
- Knowledge of financial products, services, regulations, and laws relevant to banking and fintech.
- Tech-forward and analytical thinker who quickly learns new tools and leverages technology to optimize work.
- Team player who shares ideas, communicates clearly, and contributes positively to the organization.
Compensation & Benefits
- Base salary plus eligibility for annual bonus, incentives, and equity; compensation based on industry standards, experience, and skills.
- 100% employer-paid medical, dental, and vision insurance for employees; employer contribution for dependents.
- Health Savings Account (HSA) and free telemedicine access.
- 401(k) plan with 6% employer match and no vesting period.
- Employee stock options.
- Exclusive employee banking perks including 0% financing for employee solar loans and eligible electric vehicles (EVs).
- Employee-only mortgage product with exclusive interest rates and terms.
- Referral incentives.
- Paid time off ranging from 2 to 4 weeks of vacation based on officer level plus tenure-based additional time.
- 64 hours of paid sick time for full-time employees.
- Company-paid life insurance, short- and long-term disability insurance.
- Voluntary life, accident, and critical illness coverage.
- Employee Assistance Program (EAP) offering free counseling, legal, and financial services.
Location
- Remote role within the United States, requiring work during Eastern Standard Hours.
- Standard banking hours with occasional overtime during peak reporting periods.
- Occasional U.S. travel for company events and leadership sessions.
Physical Requirements
- Sustained standing and sitting.
- Frequent communication via in-person, email, text, phone, or video chat.
- Use of PC.
- Occasional lifting up to 20 lbs.
Hiring Process
- Credit and background checks conducted upfront.
- Three interview stages with key team members.
- Cognitive and personality assessments.
- In-depth application covering full education and work history.
- Final step includes reference checks with former mentors and managers.
Equal Opportunity
The employer is an equal opportunity employer and does not discriminate based on any protected attribute. Reasonable accommodations are provided for applicants' and employees' religious practices and disabilities.
Work Authorization
This employer participates in E-Verify to confirm work authorization in the U.S. Employment is contingent upon verification of eligibility to work.