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.