Senior Financial Analyst

SouthState Bank

24d•Hybrid

About The Position

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

Requirements

Solid understanding of financial statements, banking products, and financial performance metrics.
Strong analytical and critical thinking skills; comfortable working with large datasets.
Proven ability to manage multiple priorities under tight deadlines with excellent attention to detail.
Strong written and verbal communication skills with the ability to interact at senior levels.
High degree of professionalism, integrity, and sound judgment.
Ability to work independently and collaboratively across departments.
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
3–5+ years of experience in financial analysis and/or forecasting, preferably within the banking or financial services industry.
Advanced proficiency in Excel and financial modeling.

Nice To Haves

Experience with business intelligence tools such as Power BI and familiarity with Snowflake or similar data platforms strongly preferred.
Experience with Workday and/or One Stream preferred.
Exposure to budgeting, forecasting, or cost modeling processes preferred.

Responsibilities

Partner with various business unit leaders to provide financial insight and decision support.
Prepare, analyze, and review business unit financial plans, forecasts, and actual results on a monthly, quarterly, and annual basis.
Support assigned business units with the annual budgeting and forecasting cycles, ensuring alignment with strategic goals.
Monitor key performance indicators (KPIs), profitability metrics, and cost drivers across lending, deposits, and fee-based products.
Assist in presenting results and insights to banking groups, with a focus on identifying and communicating margin drivers.
Automate recurring financial reports and dashboards using Power BI and Snowflake to increase efficiency and accuracy.
Conduct ad hoc analysis and develop presentations and reports for business units, senior leadership and the board of directors.
Identify process improvement opportunities within budgeting and internal financial reporting and help implement best practices.
Assist with special projects, including merger and acquisition analysis and implementation as needed.
All other tasks, responsibilities, or duties, as directed by management.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.