Corporate Finance 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!
SUMMARY/OBJECTIVES
This position is responsible for, but not limited to, serving the Middle Market Bankers throughout the origination process.
ESSENTIAL FUNCTIONS
This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:
• Supports senior teammates and deal teams in developing complex financial models and providing analytical support including analyzing financial statements and projections, and developing and participating in credit screening, loan structuring and prospect pitching efforts.
• Creates and utilizes analytical financial models, including financial projections, discounted cash flow analysis, leveraged buyout analysis, valuation analysis, and financial analysis of historical and projected cash flows.
• Performs research and analysis on companies, industries and transactions in support of both client activities and risk mitigation strategies.
• Assemble and maintain Middle Market propriety and non-proprietary data resources, to include detailed industry information.
• Conduct research on current and prospective clients utilizing comparable companies and transactional information.
• Ensures that all work prepared is timely and turned around within department guidelines and with the utmost accuracy.
• Monitors the financial position of established accounts and brings irregularities to the attention of senior teammates.
• Works to create a constructive workplace environment that expands positive culture and enhances the Bank's core values.
• Undertakes special projects related to job function as determined by the Middle Market Bankers.
• Participates in community related activities.
• Ensures that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with.
• Provides aid to other employees by liaising with them through healthy and positive interactions.
• Continuously updates skills by participating in professional training and development.
• Seeks opportunities to improve skills through cross-training offered by the Bank.
• Position may require regular before/after normal business hours, or regular out-of-town travel
• All other tasks, responsibilities, or duties, as directed by the Middle Market Team.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications, Education, and Certification Requirements
• A bachelor's degree in business, finance, or accounting is recommended to have a good understanding of financial statements and to make industry evaluations. Finance/accounting related work experience of at least five years in lieu of a college degree in business, finance, and accounting.
• Knowledge of personal computer, Windows and Microsoft software applications is necessary.
TRAINING REQUIREMENTS/CLASSES
Examples: Required annual compliance training; New Employee Orientation
PHYSICAL DEMANDS
• Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each workday
• Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift
• Must be able to hear and communicate with coworkers and customers throughout the day
• May need to lift to 25 pounds one to two times a day to perform job
• Position may require regular before/after normal business hours, or regular out-of-town travel.
WORK ENVIRONMENT
• Must be able to function in a professional, business office environment and act and dress appropriately for same, consistent with the Bank's grooming and dress codes
• Must demonstrate excellent interpersonal skills with customers and coworkers
• Must be willing to function as a team member
• Must be willing to demonstrate commitment to the Bank's mission and goals
Equal Opportunity Employer, including disabled/veterans.
