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About the Role
The Senior Financial Analyst will support the Enterprise Finance team in executing Texas Capital’s strategic initiatives by partnering with line of business leadership to develop reporting, forecasts, and enhancements to the annual operating plan and financial analysis processes.
Responsibilities
- Develop and maintain models, reports, and processes supporting the Firm’s quarterly forecast and strategic planning.
- Develop reports, synthesize analysis, and articulate conclusions through verbal and written communications.
- Develop knowledge of the business/LOB being supported.
- Develop presentations for Executive Management and the Board of Directors.
- Perform ad-hoc analysis as requested.
- Understand data sources and data analysis techniques.
- Manage competing priorities on concurrent large, complex projects, initiatives, and deliverables.
- Build strong business partnerships at multiple levels while informing and influencing strategic decisions.
- Acquire in-depth understanding of a complex and challenging business enterprise.
- Develop clear, concise written summations of complex analytical work.
- Participate in the development and implementation of Finance department goals, contributing to strategic decisions with a comprehensive understanding of the business line and knowledge of industry/competitor strategies.
Requirements
- Bachelor’s degree in finance, economics, or accounting.
- Minimum of 3 years of related financial/business analysis and planning experience.
- Ability to build relationships with, and provide thought leadership to officers of TCB.
- Experience thriving in a dynamic and fast-moving work environment.
- Experience effectively managing several work streams and projects concurrently.
- Superior analytical skills and attention to detail.
- Effective communication (written and oral) and partnering skills.
- Knowledge of spreadsheet manipulation, modeling, and forecasting.
- Comfortable dealing with ambiguity and the ability to work independently.
- Detail-oriented and able to work and communicate effectively with all levels of the organization.
- Proficiency in Microsoft Office with an emphasis on MS Excel and PowerPoint.
- Experience with enterprise financial planning systems preferred, such as Oracle.
- Experience working in the financial services industry is preferred.
Skills
- Spreadsheet manipulation
- Modeling
- Forecasting
- MS Excel
- MS PowerPoint
- Data analysis techniques
Location
- Dallas
- Austin
- Fort Worth
- Houston
- Richardson
- Plano
- San Antonio
Work Type
- Full-time
Experience Level
- Senior
Education Level
- Bachelor's degree
Benefits
- 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
- Paid time off (PTO)
About the Company
- 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.
- Our bankers are seasoned financial experts who possess deep experience across a multitude of industries.
- 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.
- 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.
- Named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023.
- Named to GoBankingRate’s 2023 list of Best Regional Banks.
Equal Opportunity
- Texas Capital is an Equal Opportunity Employer.