BankUnited · 2 weeks ago
Senior Financial Analyst - Wholesale Banking
Hialeah, FL
Full-time
Hybrid
Senior Level
5+ years expBankUnited is a financial institution offering a hybrid opportunity for a Senior Financial Analyst. The role involves supporting financial planning, forecasting, and reporting for the Wholesale Banking segment, transforming financial data into actionable insights for business decisions.
BankingFinanceFinancial Services
Responsibilities
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
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
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
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
Qualification
Required
Bachelor's Degree in a quantitative field such as economics, finance, statistics, or mathematics required
5+ years of progressive finance experience (FP&A, commercial banking analysis, or related field) required
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
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
Preferred
Advanced degree or certification (MBA, CFA) preferred
Candidates residing in locations within BankUnited's footprint may be given preference
Company
BankUnited
BankUnited, Inc. (BKU) is a bank holding company with three wholly owned subsidiaries:
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2011-02-02IPO
Leadership Team
Rajinder Singh
Chief Executive Officer
Mario Facella
Senior Vice President
Recent News
2026-01-16
2025-12-13
2025-12-09
Company data provided by crunchbase