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 efficiency. This role bridges finance and the business units, ensuring decisions are supported by robust financial data and aligned with the bank’s long-term objectives. This role requires strong technical skills, the ability to interpret complex financial data, and the communication skills to present insights that support senior management decision-making.
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. 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
Reasonable accommodations may be made to enable individuals with disabilities to perform the 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.
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, Power BI, and financial modeling.
- Experience with business intelligence tools such as Power BI and familiarity with Snowflake or similar data platforms strongly preferred.
- Exposure to budgeting, forecasting, or cost modeling processes preferred.
Equal Opportunity Employer, including disabled/veterans.
Skills Required
- Bachelor's degree in finance, Accounting, Business Administration, or a related field.
- 3-5+ years of experience in financial analysis and/or forecasting.
- Advanced proficiency in Excel, Power BI, and financial modeling.
- Experience with business intelligence tools like Power BI and familiarity with Snowflake or similar data platforms.
- Exposure to budgeting, forecasting, or cost modeling processes.
SouthState Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SouthState Bank and has not been reviewed or approved by SouthState Bank.
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Leave & Time Off Breadth — Paid parental leave, PTO, dedicated volunteer time, and Critical Care Time are prominently included in the package, broadening time‑off support. These offerings help the total rewards feel stronger even when base pay is viewed as average.
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Retirement Support — A 401(k) with company match and Roth/traditional options, and references to an employee stock purchase plan, bolster long‑term financial benefits. Retirement programs are presented as a core strength of the package.
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Wellbeing & Lifestyle Benefits — Wellness programs plus banking product and retailer discounts add lifestyle value beyond core insurance. The breadth of ancillary perks complements standard medical, dental, and vision coverage.
SouthState Bank Insights
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. Member FDIC and Equal Housing Lender
