Director of Business Finance - Wholesale Banking

This is a hybrid opportunity.

SUMMARY:

The Director of Business Finance serves as the strategic and analytical leader for the Wholesale Banking division, partnering directly with the EVP FP&A and segment business heads to drive performance, profitability, and disciplined growth.

This role blends strategic finance (capital allocation, ROE/RAROC optimization, portfolio economics) with operational execution (forecasting, performance analysis, and decision enablement). The successful candidate will serve as a trusted advisor to senior leadership, translating strategy into measurable outcomes and driving a high-performance, insight-driven finance culture.

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following. Other duties and special projects may be assigned.

Strategic Finance & Leadership Serves as

Finance Head

for the Wholesale division, representing Finance in strategic business reviews, capital discussions, and portfolio steering committees. Shapes and executes the

financial strategy

for the segment--covering loan/deposit growth, balance-sheet, margin and revenue optimization, expense management and return on equity. Partners with Treasury, Credit, and ALM to ensure the segment's growth trajectory aligns with the bank's

capital, liquidity, and risk frameworks . Leads scenario modeling for market, rate, and credit cycles; advise business heads on the financial implications of new initiatives and pricing strategies. Provides

thought leadership

and liaise directly with the Division Head and Chief of Staff. Co-authors the segment's

quarterly business review

and supports preparation for Executive Committee and Board presentations. Performance Management & FP&A

Owns the

planning, forecasting, and performance management

cadence for the segment, ensuring a tight linkage between strategy, operational drivers, and financial outcomes. Leads monthly performance reviews with business and finance leadership, highlighting drivers, trends, and actionable insights. Drives forecast accuracy and transparency--establishing driver-based models that connect production metrics (pipeline, utilization, pricing, deposit costs) to P&L outcomes. Evaluates

portfolio performance, deposit remixing, and loan growth economics , identifying opportunities to enhance profitability and capital efficiency. Partners with controllership and enterprise FP&A to ensure accurate segment reporting and timely close processes. Decision Support & Profitability Analytics

Leads analysis of

product, client, and relationship profitability --integrating FTP, RWA, and credit risk impacts into banker decision tools. Builds financial frameworks for

emerging business initiatives , ensuring clear measurement of investment payback and ROE impact. Sponsors data visualization and BI initiatives that enhance business insight and speed of decision-making. Governance & Controls

Ensures the segment's FP&A and reporting processes adhere to corporate financial governance standards, SOX, and regulatory expectations. Maintains audit-ready documentation for forecast models, reporting assumptions, and capital analyses. Partners with risk and compliance teams to embed financial discipline into the business's risk appetite framework. Leadership & Talent Development

Helps lead and develop a high-performing finance team, fostering a culture of ownership, accuracy, and insight. Mentors future leaders within Finance; build bench strength through rotational exposure across FP&A, Credit, and Treasury. Serves as a bridge

between strategy and execution , reinforcing a one-team culture with business and support partners. Champions finance transformation and automation--leveraging AI, cloud analytics, and process redesign to drive faster, more intelligent financial decisions. 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. SUPERVISORY RESPONSIBILITIES

Supervises function, projects or services and/or one or more employees, as applicable. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance coaching; rewarding and disciplining employees; addressing complaints and resolving problems. EDUCATION

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

EXPERIENCE

15+ years in banking finance, FP&A, or business management, with significant exposure to commercial or wholesale banking, credit or treasury required. KNOWLEDGE, SKILLS AND ABILITIES

Deep knowledge of balance-sheet dynamics, pricing/FTP, credit risk, and RWA/capital management. Proven track record of strategic partnership with executive leadership; comfort advising on business trade-offs between growth, risk, and returns. Exceptional analytical and modeling skills; experience leading teams that produce actionable insights rather than reports. Advanced proficiency in Excel, Power BI/Tableau, and data-driven forecasting tools; SQL or Python experience a plus. Proficiency with the use of AI tools in a professional environment. Creative ability to design and build large-scale processes with timely deliverables. Understanding of data governance and data quality controls. Ability to stay current (up-to-date) with regulatory changes, industry trends and emerging technologies and tools. Ability to directly or indirectly lead groups of people in large-scale projects with timely deliverables. CORE COMPETENCIES

Strategic Acumen:

Connects macro trends, capital drivers, and business levers into a cohesive financial narrative. Commercial Mindset:

Understands the economic engines of C&I, CRE, and Treasury products. Decision Leadership:

Simplifies complexity and enables decisive action. Analytical Precision:

Builds confidence in numbers and models through rigor and validation. People Leadership:

Develops talent and promotes a collaborative, empowered finance culture. Transformation Orientation:

Champions automation, BI integration, and process excellence. 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.