Top 31 Cfa Jobs in Weston Fl

Business Intelligence & Reporting Analyst
BankUnited, N. A. —Miami Lakes, FL
- Computer Science
- Mid-level
- Analysis skills
Portfolio Compliance Analyst
Franklin Templeton Investments —Fort Lauderdale, FL
- $71,400 - $84,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Manager Research Analyst - AI Trainer
DataAnnotation —Pembroke Pines, FL
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
Treasury Manager
Taylor White Accounting and Finance —Wilton Manors, FL
- Up to $130,000 a year
- 5 years
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor – Fort Lauderdale, FL
Coastal Wealth —Fort Lauderdale, FL
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Finance
Quick Apply
Investment Analyst - Private Markets
JM Family Enterprises —Deerfield Beach, FL
- Full-time
- Research
- Mid-level
- Microsoft Office
Adjunct, Business
ST THOMAS UNIVERSITY INC —Miami Gardens, FL
- Part-time
- Classroom
- Hospitality
- 18 years or older
Financial Advisor
Regions —Fort Lauderdale, FL
- $43,888 - $150,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Health savings account
- Health insurance
Advisory
ITC WORLDWIDE —Fort Lauderdale, FL
- CPA
- Bachelor of Science
- Mid-level
Quick Apply
Wealth Strategist
Northern Trust Corp. —Fort Lauderdale, FL
- Full-time
- Business development
- Analysis skills
- US work authorization
Entry Level – Financial Advisor
Equitable Advisors —Fort Lauderdale, FL
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate
Equitable Advisors —Fort Lauderdale, FL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
PWM Private Wealth Advisor
U.S. Bank National Association —Fort Lauderdale, FL
- $143,905 - $200,000 a year
- Full-time
- Writing skills
- Office
- Business development
- Paid holidays
- Disability insurance
Regional Portfolio Manager
Seacoast Bank —Fort Lauderdale, FL
- 5 years
- Research
- Office
Quick Apply
8d
Director, Treasury and Risk
Independent Living Systems —Miami, FL
- Full-time
- 5 years
- Office
- Finance
Financial Professional
Equitable Advisors —Fort Lauderdale, FL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Acquisitions Associate
Fifteen Group Capital, LLC —Miami, FL
- $125,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Quick Apply
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Fort Lauderdale, FL
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Investment Banking Consultant
Accenture —Miami, FL
- $59,100 - $205,800 a year
- Full-time
- Research
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Portfolio Manager III
Bank of America —Fort Lauderdale, FL
- Full-time
- CPA
- Customer service
- Writing skills
7d

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Business Intelligence & Reporting Analyst

BankUnited, N. A. -
Miami Lakes, FL

Apply Now

Job Details

Qualifications

Data-driven problem-solving
Stakeholder relationship building

Full Job Description

Hybrid opportunity in Miami Lakes, FL.

JOB SUMMARY: As a leader in the banking industry, BankUnited is a fast-paced, dynamic organization driven by innovation and entrepreneurial spirit. We are seeking talented individuals who enjoy solving complex business problems, challenging the status quo, and working in a collaborative, result-oriented environment.

The Business Intelligence and Reporting Analyst is responsible for developing, enhancing, and automating recurring and ad hoc reporting, dashboards, and business intelligence solutions that support strategic decision-making across the Bank. This role partners closely business stakeholders, and IT teams to identify opportunities, improve reporting frameworks, streamline processes, and deliver meaningful data insights and KPIs.

The position supports both traditional and cloud-based analytics platforms, including AWS services such as Amazon QuickSight, S3, Glue, and Lambda, as well as Microsoft Power Platform technologies including Power Apps, Power Automate, and Copilot Studio. Working within an Agile framework, successful candidates will possess strong analytical, technical, communication, and problem-solving skills, with the ability to manage competing priorities in a fast-paced environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Works closely with FPA partners on package / dashboard design and to validate business requirements and data integrity.
Conducts analysis and builds meaningful reports and visualizations or dashboards from raw data for consumption by multiple stakeholders.
Works closely with IT partners to ensure the data framework continues to meet the requirements.
Extracts data from source systems and, where applicable, builds automation routines.
Apply data analytics and modelling to identify financial opportunities for business lines.
Assists team leader and department leadership in identifying opportunities and requirements.
Works on continuing implementation of relevant software and system updates.
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.

QUALIFICATIONS

Education

Bachelor's degree in Data Analytics, Computer Science, Information Systems, Engineering, Mathematics, or another related STEM field required.

Experience

Working knowledge of AWS cloud services, including Amazon S3, AWS Glue, AWS Lambda, Streamlit and Amazon QuickSight, with the ability to support data ingestion, transformation, automation, and reporting processes.
Experience working with cloud-based data platforms, ETL/ELT processes, and automated data pipelines is preferred.
Prior experience working in an Agile framework preferred.

Licenses and Certifications

MBA, CFA, FRM or progress towards any of these designations preferred.

Knowledge, Skills, and Abilities

Understanding data warehousing, data governance, and reporting best practices within a regulated environment is preferred.
Knowledge of Microsoft Power Platform tools, including Power Apps and Power Automate, preferred.
Familiarity with Microsoft Copilot Studio, AI-assisted workflow automation, and conversational agent development preferred.
Financial services, banking, FP&A, accounting, or financial reporting knowledge preferred.
Ability to understand financial statements, key financial metrics, and business drivers preferred.
Strong interpersonal skills to manage relationships across different divisions within the entire company.
Ability to understand the business context and value derived from reports and dashboards.
Advanced knowledge of Excel preferred, working knowledge required.
Strong communication skills (both verbal and written) with the ability to articulate complex concepts into a format digestible by a diverse audience.
Ability to work under pressure, meet deadlines, manage competing initiatives and adapt to an ever changing work pace with a focus on accuracy and attention to detail.
Ability to design and develop reports and dashboards using SQL-based tools.
Some proficiency in programming languages, particularly Python and SQL.

Additional Information

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

Apply Now

Refine Your Search

cfa jobs in weston fl

Business Intelligence & Reporting Analyst

Portfolio Compliance Analyst

Manager Research Analyst - AI Trainer

Treasury Manager

Financial Advisor – Fort Lauderdale, FL

Investment Analyst - Private Markets

Adjunct, Business

Financial Advisor

Advisory

Wealth Strategist

Entry Level – Financial Advisor

Wealth Management Associate

PWM Private Wealth Advisor

Regional Portfolio Manager

Director, Treasury and Risk

Financial Professional

Acquisitions Associate

Senior Wealth Advisor

Investment Banking Consultant

Portfolio Manager III

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