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Senior Financial Analyst - Wholesale Banking
Senior Financial Analyst - Wholesale BankingBankUnited • Hialeah Gardens, FL, United States
Senior Financial Analyst - Wholesale Banking

Senior Financial Analyst - Wholesale Banking

BankUnited • Hialeah Gardens, FL, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

This is a hybrid opportunity.

SUMMARY : The Senior Financial Analyst supports the Business Finance Director in all financial planning, forecasting, reporting, and business performance analysis activities for the Wholesale Banking segment. This position plays a key role in transforming financial data into actionable insights that inform decisions around pricing, profitability, loan growth, deposit mix, and risk-adjusted returns.

The role blends traditional FP&A rigor with forward-looking analysis and requires curiosity, precision, and strong understanding of commercial banking economics.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

Financial Planning & Forecasting

  • Supports the preparation of annual budgets, forecasts, and multi-year plans for the Wholesale Banking portfolio.
  • Develops and maintains driver-based forecast models for NII, fees, credit losses, and expenses.
  • Collaborates with line-of-business partners to validate assumptions and provide variance explanations.

Reporting & Analytics

  • Produces monthly and quarterly financial performance reports , identifying key drivers behind variances and trends.
  • Analyzes portfolio profitability , balance sheet composition, and product-level contribution.
  • Maintains banker performance dashboards and assist in incentive metric tracking.

    • Business Partnering

  • Provides analysis and insights to business partners on client, product, and industry performance.
  • Supports the development of presentations for leadership, including executive and board-level materials.
  • Participates in ad hoc analyses and business case development for new products, pricing, or initiatives.

    • Controls & Data Integrity

  • Ensures accuracy and completeness of financial data and reconciliations.
  • Partners with Controllership and Risk to validate financial inputs and align reporting standards.
  • Maintains documentation for forecasting methodologies and reporting assumptions.
  • Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
  • Adheres to Bank policies and procedures and completes required training.
  • Identifies and reports suspicious activity.

    • EDUCATION

    Bachelor's Degree in a quantitative field such as economics, finance, statistics, or mathematics required. Advanced degree or certification (MBA, CFA) preferred.

    EXPERIENCE

  • 5+ years of progressive finance experience (FP&A, commercial banking analysis, or related field) required.

    • KNOWLEDGE, SKILLS AND ABILITIES

  • Solid understanding of banking P&L, loan / deposit drivers, credit risk concepts and FTP.
  • Strong analytical and modeling skills.
  • Advanced proficiency in Excel, Power BI / Tableau, and data-driven forecasting tools; SQL and Python experience a plus.
  • Proficiency using AI tools in a professional environment.
  • Understanding of data governance and data quality controls.

    • CORE COMPETENCIES

  • Analytical curiosity and attention to detail.
  • Business acumen specific to banking.
  • Clear and concise storytelling through data.
  • Initiative and ownership of deliverables.
  • Team collaboration across Finance, Credit, and Business partners.

    • ADDITIONAL INFORMATION

  • Candidates residing in locations within BankUnited's footprint may be given preference.

    • Candidates residing in locations within BankUnited's footprint may be given preference.

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