FP&A Lead – Consumer & Digital Banking

Texas Capital Bank; Austin (TX); On-site; USD 120,000 - 150,000; Full time

Job summary

Texas Capital Bank is seeking an FP&A Lead for Consumer & Digital Banking to partner with senior management in defining, measuring, and reporting on performance against strategic financial goals.

The role involves forecasting budgets, building models, and delivering insights to drive business decisions across Consumer and Digital Banking and related functions in a dynamic banking environment.

Qualifications

• An undergraduate degree in business or related field.
• 5+ years supporting a finance department, FP&A, Corporate/Enterprise Finance or similar financial analysis experience.
• Initiative to identify business questions, scope and logically structure an analysis, extract relevant insights, and communicate with a point‑of‑view.
• Advanced skills in MS Office, particularly Excel, PowerPoint, financial reporting tools and financial software.

Responsibilities

• Coordinate forecasting for Texas Capital’s Consumer Banking, Digital Banking, Events/Marketing, and Sales Enablement budgets.
• Work closely with key functional areas and leadership teams to understand trends and identify opportunities to improve financial performance.
• Partner with product organizations to build and stress-test financial models for new digital and consumer products and services.
• Leverage financial data and BI tools to uncover trends and present findings to influence C-suite strategy.
• Build strong business partnerships at multiple levels and inform strategic decisions.
• Organize complex information with design acumen and Excel/PowerPoint expertise.
• Mentor and develop junior financial analysts and share best practices across Finance.

Skills

Financial analysis

Strategic thinking

Communication

Education

Bachelor's degree in business or related field

Tools

MS Office

Excel

PowerPoint

Financial reporting 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 banks at a scale that makes sense 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‑FortWorth 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.

Our FP&A Lead - Consumer & Digital Banking, serves as a key partner to senior management in defining, measuring, and reporting on performance of critical financial and strategic objectives. Provide management with information and analysis to enable superior business decisions and support the financial data needs of business leaders. Specifically, this role will work with line of business leadership to ensure that the financial performance against the strategic metrics and other financial goals are achieved.

Responsibilities

• Coordinate and lead the forecasting of Texas Capital’s Consumer Banking, Digital Banking, Events/Marketing, and Sales Enablement budgets, including incorporation of key strategic initiatives, their financial impacts and tracking performance towards line of business and company-wide objectives.
• Work closely and partner with key functional areas and leadership teams across the organization (Lines of Business, Enterprise Finance, Accounting, Investor Relations, Corporate Treasury, and Human Resources) to understand key business trends and identify opportunities to improve financial performance.
• Partner with the Consumer Banking, Digital Banking, and product organizations to build and stress‑test financial models for new digital and consumer products and services—directly supporting go/no‑go decisions that impact our market position.
• Leverage financial data and business intelligence tools to uncover trends and present findings that influence C‑suite strategy.
• Build strong business partnerships at multiple levels while informing and influencing strategic decisions.
• Organize complex information in a compelling way, demonstrating design acumen and expertise in Excel and PowerPoint.
• Mentor and develop junior financial analysts; serve as a resource for ad‑hoc analysis, training, and best‑practice sharing across the broader Finance organization.

Requirements

• An undergraduate degree in business or related field.
• 5+ years supporting a finance department, FP&A, Corporate/Enterprise Finance or similar financial analysis experience.
• Initiative to identify business questions, scope and logically structure an analysis, extract relevant insights, and communicate with a point‑of‑view.
• Advanced ability to run complex reports, synthesize analysis and articulate the conclusions through verbal and written communications.
• Ability to self‑direct and manage competing priorities on concurrent large, complex projects, initiatives, and deliverables.
• Advanced skills in MS Office, particularly Excel, PowerPoint, financial reporting tools and financial software.

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.

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 banks at a scale that makes sense 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. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies.