Sr Financial Analyst

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.  

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. 

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). 

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. 

This Sr Financial Analyst role is a vital member of the Technology Finance organization that provides direct financial oversight and decision support for Texas Capital Bank Technology Project Delivery department, including the end-to-end Go To Market framework, project demand to labor capacity modeling, and management of a persistently funded portfolio of projects.

This high-profile role combines both financial planning with analytics in support of various business initiatives. The position provides opportunities to work directly with senior business executives and finance department leadership in identifying trends and creating forecasts. This role has a strong analytics focus and will require a self-motivated, action-oriented strategic thinker who can prioritize, communicate and collaborate to build relationships across departmental lines, and drive projects to successful completion.

Responsibilities:

• Support the go-to-market product & service lifecycle, interfacing with key cross-functional partners to drive alignment and transparency into the process and ensure ROI accountability

• Be a key partner to the Technology Leadership Team; assisting in driving change to modernize client experiences while driving operational scale and ensuring technology resiliency and security

• Generate and/or optimize supply and demand cycle across labor and non-labor resource channels, while also reducing and minimizing tech debt through rationalization

• Manage financial planning, business analysis, and the monthly financial close process to inform decision making

• Build analytics to reduce cost in IT by locating inefficiencies. Drive business partners to solution from unit economics and benchmarking.

• Build Opex discipline across technology organization by incorporating iterative input from leadership, providing detailed bottoms up forecasts, and reviewing results against forecast on a consistent basis

• Develop business cases to support investment decisions by determining ROI and NPV and presenting to cross-functional teams and TCB CIO

• Build strong business partnerships at multiple levels while informing and influencing strategic decisions

• Drive to structure and lead analytical and other decision-support projects

• Acquire in-depth understanding of a complex and challenging business enterprise

Requirements:

• An undergraduate degree

• A minimum of 3 years of related financial/business analysis and planning experience

• Initiative to identify business questions, scope and logically structure an analysis, extract relevant insights, and communicate with a point of view