What are the responsibilities and job description for the Senior Financial Analyst position at SouthState Bank, N.A.?
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 business, 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.
ESSENTIAL FUNCTIONS:
Partners with various business unit leaders to provide financial insight and decision support.
Prepare, analyze and review business unit financial plans, forecasts, and actual results (monthly, quarterly, and annually).
Support assigned business units with 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
Develop ad hoc presentations and reports for business units, senior leadership, and board of directors.
Identify process improvement opportunities and support automation of budgeting and internal financial reporting.
Special projects as assigned, including projects related to merger and acquisition activity.
All other tasks, responsibilities, or duties, as directed by management
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Deep understanding of financial statements, banking products, and financial performance metrics
Strong analytical and critical thinking skills
Ability to manage multiple priorities under tight deadlines with strong attention to detail.
Effective communicator with strong written and verbal communication skills.
Demonstrated ability to work both independently and as part of a team.
High degree of integrity, professionalism, and sound judgment
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 in banking or financial services
Advanced proficiency in Excel, financial modeling, and business intelligence tools (e.g., Power BI, Tableau
)
Equal Opportunity Employer, including disabled/veterans.
CenterState Bank is an Equal Opportunity Employer Veterans/Disabled and will not discriminate against applicants or employees on the basis of race, color, religion, gender, sexual orientation, marital status, age, national origin, ancestry, gender identity, disability, genetic testing, service in the military, citizenship status or any other characteristics protected by federal, state or local law. CenterState also prohibits harassment of applicants or employees based on any of these protected categories.
