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. 

The Senior Analyst role is a vital member of the Corporate Finance organization that provides direct financial oversight and decision support for Texas Capital Bank Finance Organization. The key focus of this member will be in the development, implementation, and maintenance of financial forecasting processes. This role has a strong analytical focus and will require a self-motivated, action-oriented thinker who can build relationships across departmental lines while driving projects to completion.

Responsibilities

• Be a leading member of the Corporate Finance team and play a key role in executing our financial forecasting processes focused on the Texas Capital Bank’s balance sheet and income statement.

• Manage within deadlines from a variety of business partners including Enterprise Finance, Accounting, Investor Relations and Corporate Treasury to understand key business trends, strategies and identify opportunities to improve financial performance.

• Assist in the preparation of annual budgets and monthly forecasts including variance analysis and management reporting. Analyze financial data to identify trends, variances, and opportunities for improvement.

• Support administration of the budget and forecast process through coordination of transfers, systems and scenario changes.

• Prepare and present ad-hoc financial analyses, business reviews and reports as needed to support decision-making.

Requirements

• An undergraduate degree in business or related field.

• 4+ years supporting a finance department, FP&A or Corporate Finance.

• Ability to perform ad hoc financial reporting, presentation development and financial analysis.

• Strong analytical mindset, focused on results with critical thinking, problem-solving, and decision-making skills.

• Ability to and manage competing priorities on concurrent large, complex projects, initiatives, and deliverables.

• Strong knowledge in financial reporting tools and software.

• Strong formal business writing and documentation skills.

• Strong technical proficiency in the use of MS Office products for reporting, data, analytics, and presentations.

Preferred

• Deep knowledge of banking products, financial statements, and accounting principles. Related financial/business analysis and planning experience in commercial banking or the financial services industry.

• Experience working with Oracle Cloud Enterprise Performance Management (EPM)

The duties listed above are the essential functions, or fundamental duties within the job classification.  The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.