Senior Financial Analyst

Texas Capital; Austin (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

401K match retirement savings plan

Paid leave programs

Paid holidays

PTO

Job summary

Texas Capital is seeking a Senior Financial Analyst to support the Enterprise Finance team with reporting, forecasts, and enhancements to the annual operating plan. You will partner with business leadership to develop insights, financial models, and strategic analyses that inform executive decisions.

The role requires a Bachelor’s degree in finance, economics, or accounting and at least 3 years of related experience in a fast-paced environment.

Qualifications

• 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 officers and provide thought leadership to executives.
• Experience thriving in a dynamic and fast-moving work environment.
• Strong analytical skills and attention to detail.
• Effective written and oral communication and partnering skills.
• Proficiency in spreadsheet manipulation, modeling and forecasting.
• Comfortable dealing with ambiguity and able to work independently.

Responsibilities

• Develop and maintain models, reports, and processes for quarterly forecast and strategic planning.
• Develop reports and synthesize analysis; present conclusions in written and verbal form.
• Develop knowledge of the business/LOB being supported and create executive-level presentations.
• Support development of Finance department goals and contribute to strategic decisions.
• Perform ad-hoc analyses as requested and manage multiple concurrent projects.

Skills

Analytical skills

Communication

Project management

Education

Bachelor's degree in finance, economics, or accounting

Tools

Excel

PowerPoint

Oracle

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 Senior Financial Analyst will support the Enterprise Finance team in the execution of Texas Capital's strategic initiatives through partnership 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 in support of the Firm's quarterly forecast and strategic planning
• Develop reports, synthesize analysis, and articulate the conclusions through verbal and written communications
• Develop knowledge of the business/LOB that is being supported
• Develop presentations for Executive Management and the Board of Directors
• Perform ad-hoc analysis as requested
• Understanding of data sources and data analysis techniques
• Ability to 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 as well as 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 must be able to work and communicate effectively with all levels of the organization, from project management teams to Bank senior management
• 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

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.