Forecast & Capacity Planning Analyst

Texas Capital; Richardson (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

401K retirement match

Paid leave and holidays

PTO

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

Capacity planning

Workforce management

Forecasting

Business analytics

Financial planning & analysis

Operational analytics

Education

Bachelor's degree in Business Finance Economics Mathematics Statistics Data Analytics Related field

Tools

Power BI

SQL

Job description

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.