Financial Business Intelligence Analyst

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!

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ESSENTIAL FUNCTIONS:

Report Development & Data Visualization: Design, build, and maintain interactive dashboards and financial reports utilizing PowerBi, Streamlit and other tools, transforming complex data into actionable insights for stakeholders at all levels.

Financial Data Analysis: Analyze financial statements, trends, key metrics, and business drivers, identifying variances and opportunities for improvement.

Ad Hoc Reporting Support: Respond promptly to ad hoc report requests, collaborating with internal teams to deliver tailored financial analyses that support decision-making and address emerging business needs.

Reporting Standard of Excellence: Actively contribute to and uphold a reporting standard of excellence by ensuring all delivered reports are accurate, timely, consistent, and easily understood, and by adopting best practices in report design, data integrity, and stakeholder engagement.

Snowflake Data Management: Structure, query, and manipulate data efficiently within a Snowflake environment, leveraging its features for scalable data warehousing and advanced analytics.

Data Integrity & Validation: Ensure the accuracy and integrity of all financial data through rigorous validation, reconciliation, and periodic audit processes. Collaborate with IT and other departments to resolve data discrepancies.

Continuous Improvement: Work proactively to enhance existing reporting processes and data workflows, implementing automation and best practices to increase efficiency and reduce manual intervention.

Stakeholder Communication: Partner with finance, operations, and business unit leaders to understand reporting requirements, provide training and support on PowerBi tools, and present findings in a clear and impactful manner.

Documentation & Compliance: Maintain comprehensive documentation of all reporting methodologies, data sources, and processes, ensuring compliance with internal policies, external regulations, and audit requirements.

Develop and maintain financial reporting models and dashboards in PowerBi, ensuring data is refreshed and accurate.

Assist in the automation and/or preparation of monthly, quarterly, and annual reports for executive management, including variance analysis and performance commentary.

Support budgeting, forecasting, and long-term planning processes with robust and flexible reporting tools.

Facilitate training and knowledge sharing on PowerBi for finance team members and other stakeholders.

Investigate and resolve discrepancies in financial data, working closely with accounting and IT teams.

Proactively identify opportunities for automation and process improvement in the reporting cycle.

Lead or participate in special projects related to data analytics, financial transformation, or system upgrades.

Consistently strive to uphold and improve the organization's reporting standard of excellence in every reporting initiative.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

Analytical Rigor: Ability to synthesize large volumes of data, interpret trends, and provide meaningful recommendations.

Technical Aptitude: Demonstrated expertise in PowerBi and other analytical tools; willingness to stay current with evolving technologies and data strategies.

Problem-Solving: Resourceful and creative in addressing unique or ambiguous reporting requests, adapting to changing business requirements.

Business Acumen: Understanding of core business processes, key performance indicators, and how financial data supports organizational objectives.

Collaboration: Enjoys working in cross-functional environments and building partnerships to achieve shared goals.

Qualifications, Education, and Certification Requirements

Education: Bachelor's degree in Finance, Accounting, Business Analytics, or related field

Experience: 2+ years of experience in financial analysis, reporting, or a related role

Knowledge: Proficiency with Microsoft PowerBi, including DAX, data modeling, and report/dashboard development; experience with other BI tools is beneficial.

Experience working with and structuring data in Snowflake, including efficient data modeling, query optimization, and leveraging Snowflake's advanced features for scalable analytics and secure data management.

Demonstrated expertise in leveraging Streamlit to build interactive dashboards and data applications, seamlessly integrating data products published in Snowflake.

Strong understanding of financial statements, accounting principles, and data analysis techniques.

Advanced Excel skills; experience with SQL, Python, or other data extraction tools is advantageous.

Exceptional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines in a fast-paced environment.

Excellent communication and interpersonal skills, with the ability to translate complex data into accessible insights for non-technical audiences.

Self-motivated, proactive, and able to work independently as well as collaboratively across teams.

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 position is Hybrid.

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 use of 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

Equal Opportunity Employer, including disabled/veterans.