Capacity & Forecasting Analyst
Texas Capital
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Benefits offered by this job
Job summary
Texas Capital is seeking a Capacity & Forecasting Analyst to develop forecasts, capacity models, and workforce analytics across Banking Operations. This role partners with operational leaders to provide data-driven insights for workforce planning, budgeting, and service level management.
You will monitor trends, identify capacity constraints, and recommend staffing strategies to support growth while preserving efficiency and customer service standards.
Qualifications
- Bachelor's degree required in a relevant field such as Business, Finance, Economics, Mathematics, Statistics, Data Analytics or related field.
- 3-5 years of experience in Capacity planning, Workforce management, Forecasting, Business analytics, Financial planning & analysis, and Operational analytics.
- Banking or financial services experience preferred.
Responsibilities
- Develop short-, medium-, and long-term forecasts for operational volumes across supported business units.
- Build capacity models to determine staffing requirements based on forecasts and service level targets.
- Analyze workforce utilization, productivity, and workload distribution.
- Develop dashboards, scorecards, and recurring reports for management.
- Support forecasting standards, documentation, and governance across the organization.
Skills
Education
Tools
Job description
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 Capacity & Forecasting Analyst is responsible for developing and maintaining volume forecasts, workforce capacity models, productivity analyses, and staffing recommendations across Banking Operations. This role serves as a key partner to operational leaders by providing data-driven insights that support workforce planning, resource allocation, budgeting, and service level management.
The analyst will monitor business trends, forecast future demand, identify capacity constraints, and recommend solutions that optimize staffing levels while maintaining operational efficiency and customer service standards.
- Develop short-, medium-, and long-term forecasts for operational volumes across supported business units.
- Analyze historical trends, seasonality, pipeline activity, and business drivers to predict future workload volumes.
- Build and maintain forecasting models using statistical and business-based methodologies.
- Partner with business leaders to understand upcoming initiatives and incorporate expected impacts into forecasts.
- Evaluate forecast accuracy and continuously refine forecasting assumptions and methodologies.
- Develop capacity models that determine staffing requirements based on volume forecasts, productivity assumptions, and service level targets.
- Assess current workforce capacity and identify potential staffing gaps or excess capacity.
- Support annual budgeting, workforce planning, and strategic staffing decisions.
- Perform scenario analyses to evaluate the impact of volume changes, productivity improvements, or organizational changes.
- Recommend staffing strategies to support business growth and operational efficiency.
- Analyze workforce utilization, productivity, and workload distribution.
- Monitor key performance indicators including: Capacity utilization Throughput Productivity Service levels Turnaround times Staffing ratios
- Identify opportunities for operational improvement through data analysis.
- Develop dashboards, scorecards, and recurring management reports.
- Present forecast, capacity, and workforce insights to management teams.
- Translate complex data into actionable business recommendations.
- Support executive presentations with workforce and operational analytics.
- Assist in establishing forecasting and capacity planning standards across the organization.
- Document forecasting methodologies, assumptions, and business rules.
- Partner with Process Excellence and Continuous Improvement teams to measure realized efficiencies.
- Support the development of a Capacity Planning and Forecasting Center of Excellence.
Education:
- Bachelor's degree in: Business Finance Economics Mathematics Statistics Data Analytics Related field
- 3-5 years of experience in: Capacity planning Workforce management Forecasting Business analytics Financial planning & analysis Operational analytics
- Banking or financial services experience preferred.
- Experience supporting large operational teams preferred.
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 Capacity & Forecasting Analyst is responsible for developing and maintaining volume forecasts, workforce capacity models, productivity analyses, and staffing recommendations across Banking Operations. This role serves as a key partner to operational leaders by providing data-driven insights that support workforce planning, resource allocation, budgeting, and service level management.
The analyst will monitor business trends, forecast future demand, identify capacity constraints, and recommend solutions that optimize staffing levels while maintaining operational efficiency and customer service standards.
- Develop short-, medium-, and long-term forecasts for operational volumes across supported business units.
- Analyze historical trends, seasonality, pipeline activity, and business drivers to predict future workload volumes.
- Build and maintain forecasting models using statistical and business-based methodologies.
- Partner with business leaders to understand upcoming initiatives and incorporate expected impacts into forecasts.
- Evaluate forecast accuracy and continuously refine forecasting assumptions and methodologies.
- Develop capacity models that determine staffing requirements based on volume forecasts, productivity assumptions, and service level targets.
- Assess current workforce capacity and identify potential staffing gaps or excess capacity.
- Support annual budgeting, workforce planning, and strategic staffing decisions.
- Perform scenario analyses to evaluate the impact of volume changes, productivity improvements, or organizational changes.
- Recommend staffing strategies to support business growth and operational efficiency.
- Analyze workforce utilization, productivity, and workload distribution.
- Monitor key performance indicators including: Capacity utilization Throughput Productivity Service levels Turnaround times Staffing ratios
- Identify opportunities for operational improvement through data analysis.
- Develop dashboards, scorecards, and recurring management reports.
- Present forecast, capacity, and workforce insights to management teams.
- Translate complex data into actionable business recommendations.
- Support executive presentations with workforce and operational analytics.
- Assist in establishing forecasting and capacity planning standards across the organization.
- Document forecasting methodologies, assumptions, and business rules.
- Partner with Process Excellence and Continuous Improvement teams to measure realized efficiencies.
- Support the development of a Capacity Planning and Forecasting Center of Excellence.
Education:
- Bachelor's degree in: Business Finance Economics Mathematics Statistics Data Analytics Related field
- 3-5 years of experience in: Capacity planning Workforce management Forecasting Business analytics Financial planning & analysis Operational analytics
- Banking or financial services experience preferred.
- Experience supporting large operational teams preferred.
Required:
- Advanced Excel skills Pivot Tables, Power Query, Complex formulas, Scenario modeling
- Data visualization tools; Power BI preferred; Tableau acceptable
- Strong analytical and quantitative skills
Preferred:
- SQL
- Python
- Workforce Management platforms
- Capacity planning software
- Statistical forecasting tools
- Analytical thinking
- Data storytelling
- Problem solving
- Strategic planning
- Attention to detail
- Financial acumen
- Communication and presentation skills
- Stakeholder management
- Process orientation
- Intellectual curiosity
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.
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