BankUnited ยท 1 day ago
Wholesale Banking B&I Reporting Analyst
BankUnited is seeking a Wholesale Banking B&I Reporting Analyst to support the development and delivery of business intelligence and reporting solutions for the Wholesale Banking Division. The role involves creating and analyzing BI dashboards and reports to provide actionable insights, ensuring data accuracy, and collaborating with various teams to enhance reporting capabilities.
BankingFinanceFinancial Services
Responsibilities
Develops and maintains BI dashboards, reports, and visualizations using tools such as Tableau, Power BI, or similar platforms
Generates accurate and timely reports on financial performance, risk exposure, client profitability, and market trends to support business decisions
Analyzes data to identify trends, patterns, and insights that drive operational efficiency and client satisfaction
Ensures data accuracy and integrity by implementing quality control measures and validation processes
Assists in maintaining data governance standards to comply with banking regulations (e.g., Dodd-Frank)
Writes and optimizes SQL queries, Python scripts, or other data querying tools to extract and transform data for reporting purposes
Supports the integration of BI tools with core banking platforms, CRM systems, and other data sources
Contributes to the automation of reporting processes to improve efficiency and scalability
Works with relationship managers, product teams, and risk management to understand their data and reporting needs
Presents data insights in a clear and concise manner to support decision-making by non-technical stakeholders
Assists in responding to ad-hoc data and reporting requests from internal teams
Stays updated on BI tools, technologies, and industry best practices to enhance reporting capabilities
Provides recommendations for improving data processes and visualization techniques
Supports the implementation of new BI tools or features as directed by the Wholesale Banking Technology Director
Collaborates with relationship managers and senior leadership to understand and deliver tailored analytical solutions
Communicate business needs to the Data Analyst and translate them into requirements with clear acceptance criteria
Identifies opportunities and champions best-in-class business transformation and innovation
Works closely with internal/external leads and partners to ensure execution quality and success
Continually acquires and enhances knowledge of both the Bank's and the Operational Division's business strategies and policies, risk management practices and methodologies, product offerings, financial markets, financial instruments, regulatory requirements, back-office processes, and rapidly changing technology to be able to provide effective business solutions, services and support to the end user business lines
Works with technology partners on architecture reviews and ensures solutions are aligned (build-once, multiple re-use) and escalates on any misalignment
Maintains an understanding of financial services markets, the competitive landscape and client/user needs and requirements
Assists with quality assurance testing prior to any release and works with users to facilitate UAT, if needed
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 Business, Data Science, Statistics, Computer Science or related field required
5-7 years of experience in business intelligence, data analytics, or reporting, preferably in Banking, Financial Services, or a related industry
Ability to work on large-scale initiatives and effectively partner with stakeholders across business and technical teams to gather requirements and business process design
Proficiency in BI tools such as Tableau, Power BI, Quicksight, or equivalent
Strong knowledge of SQL, and experience in Python, R, or other data analysis tools
Familiarity with data warehouse, ETL process, or cloud-based data platforms (e.g., AWS, Redshift, EC2, Lambda, Athena, Glue)
Strong analytical and problem-solving skills with attention to detail
Excellent communication skills to present complex data insights to non-technical stakeholders
Ability to work independently and collaboratively in a fast-paced environment
Basic understanding of banking regulations and compliance requirements related to data and reporting
Demonstrated ability to translate complex, technical concepts so that they are clearly understood in support of sound decisions to meet business objectives
Preferred
Experience in Wholesale Banking, is a plus
Experience with cloud-based data platforms (eg, AWS, EC2, Lambda, Athena, Glue) preferred
Experience with data modeling, predictive analytics, or machine learning techniques preferred
4+ years direct relevant working experience in the financial sector preferred
4+ years of experience in data analysis preferred
4+ years direct experience within an agile framework and Jira experience preferred
Knowledge of CRM systems (e.g., Salesforce) or core banking platform is an advantage
Understanding of Wholesale Banking products and regulatory requirements is highly desirable
Familiarity with CRM Systems (e.g., Salesforce) and banking software (e.g., Axiom, Precision Lender, Fiserv)
Company
BankUnited
BankUnited, Inc. (BKU) is a bank holding company with three wholly owned subsidiaries:
Funding
Current Stage
Public CompanyTotal Funding
unknown2011-02-02IPO
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