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!
SUMMARY/OBJECTIVES:
The Senior Financial Analyst will partner with business leaders, providing financial insight, performance analysis, and strategic guidance to drive profitability and operational efficiency. This highly visible role bridges finance and business, ensuring decisions are backed by robust financial data and aligned with the bank’s long-term objectives.
This individual will support Lines of Business (LOBs) with financial performance reviews, budgeting, and forecasting, while also helping automate reporting using Snowflake and Power BI. Experience with Workday and/or One Stream is preferred. The ideal candidate will have a solid understanding of bank financials (not requiring deep expertise), a strong analytical skill set, and the ability to effectively communicate with senior leadership.
ESSENTIAL FUNCTIONS:
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.
COMPETENCIES
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.
QUALIFICATIONS, EDUCATION, AND CERTIFICATION REQUIREMENTS
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.
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.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, and reports.
Reasonable accommodations made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT
This role is a hybrid position with 2 days in office. The preferred location is Charleston, SC.
Other locations may be considered depending on candidate’s experience and market alignment.
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel is minimal.
Work Location: 2440 Mall Drive North Charleston, South Carolina 29406Equal Opportunity Employer, including disabled/veterans.
Top Skills
What We Do
SouthState is one of the leading regional banks in the Southeast – serving more than one million customers via 240+ locations in Florida, Alabama, Georgia, the Carolinas, and Virginia. We offer robust banking solutions, including consumer banking, mortgage, small business banking, commercial banking and wealth management.
Our bankers care about our customers and each other – and it shows. We’re proud to have earned awards for our banking solutions, service and workplace environment. For the past three years, we’ve been ranked on the Forbes’ 100 Best Banks in America and have earned top workplace honors several years running. This is banking at its best. This is banking forward.
Learn more about how we can help you meet your financial goals at www.southstatebank.com.
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