SouthState Bank · 8 hours ago
Senior Financial Analyst
Charleston Support Center
Full-time
Hybrid
Mid, Senior Level
3+ years expSouthState Bank is a trusted financial partner known for its commitment to helping customers move forward. They are seeking a Senior Financial Analyst to provide financial insight and decision support, prepare and analyze financial plans, and assist with budgeting and forecasting cycles.
BankingFinanceFinancial ServicesLendingWealth Management
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
Qualification
Required
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
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
Preferred
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
Company
SouthState Bank
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-08-09IPO
Leadership Team
D
Dan Bockhorst
Executive Vice President Chief Credit Officer
Recent News
2025-12-16
Company data provided by crunchbase