Financial Analyst

Texas Capital; Center (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Texas Capital seeks a financial professional to develop and maintain tools, reports, and processes supporting Financial Performance Management.

Responsibilities include creating wireframes for management presentations, preparing detailed financial analyses, and developing concise executive materials. The role supports corporate development, M&A, and strategic initiatives, and requires strong communication and MS Office skills.

Qualifications

• Bachelor’s degree in Finance, Business, or related fields with 0–2 years’ experience.
• Basic knowledge of banking products, services, regulations, policies, and procedures.
• Strong written, verbal, and visual communication skills.
• Excellent analytical and organizational abilities.
• Proficiency in MS Office.

Responsibilities

• Develop and maintain financial tools, reports, and processes for Financial Performance Management objectives.
• Create wireframes and mock-ups for management presentations, reports, and dashboards.
• Prepare and analyze financial reports with key metrics, results, and variance commentary.
• Develop concise presentations for executive management and senior leadership.
• Support corporate development initiatives around M&A, strategic finance, and capital initiatives.
• Provide financial analyses, modeling, and returns analyses for potential opportunities.
• Analyze peer banks and market trends to inform senior leaders and Board discussions.
• Assist with quarterly earnings communications, press releases, and investor Q&A materials.
• Respond to inquiries from cross-functional partners and maintain a log of interactions.
• Conduct market research to monitor industry trends and investor sentiment.
• Summarize complex analytical work clearly and concisely.
• Perform ad-hoc analyses as requested.

Skills

Bachelor's in Finance/Business

Analytical skills

Communication skills

MS Office proficiency

Education

Bachelor's degree in Finance, Business, or related fields

Tools

MS Office

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.

Responsibilities:

• Develop and maintain financial tools, reports, and processes in support of the Firm’s Financial Performance Management objectives

• Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards

• Prepare and analyze financial reports, which include key performance metrics, financial results, and variance reporting and commentary

• Develop clear and concise presentations for executive management and senior leadership

• Support development of the Bank’s strategic initiatives around corporate development, M&A, strategic finance and capital initiatives

• Support potential corporate development opportunities (e.g. by providing financial statement analyses, financial modeling, and returns analyses)

• Analyze competitive actions of peer banks, drivers of stock price and market valuations, and capital markets and industry trends and develop insightful discussion materials for senior leaders and the Board of Directors

• Support aspects of our quarterly earnings conference calls, including collaborating on the creation and external distribution of financial press releases, presentations, call scripts, internal materials, and investor Q&A

• Support responding to inquiries and information requests from cross functional partners and other stakeholders, while maintaining a log of all interactions

• Conduct comprehensive market research and analysis to monitor industry trends, competitor activities, and investor sentiment

• Develop clear, concise written summations of complex analytical work

• Perform ad-hoc analysis as requested

Qualifications:

• Bachelor's with a degree in Finance, Business, or related fields; 0 - 2 years of experience

• Beginner knowledge of banking, including understanding of bank products, services, and regulations, policies, and procedures

• Excellent oral, written, and visual communication skills

• Excellent analytical and organization skills

• MS Office proficiency required

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.