Senior Financial Analyst

PlainsCapital Bank; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

PlainsCapital Bank in Dallas, TX seeks a Senior Financial Analyst to apply advanced financial and analytical expertise to support business performance and strategic decision-making. The role works independently with minimal supervision, leading budgeting, forecasting, reporting, and rigorous analyses.

You will collaborate with finance and operations leaders to deliver actionable insights, optimize financial processes, and drive continuous improvement while safeguarding data integrity and guiding

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field required.
• Three to five years of FP&A or related finance experience.
• Able to work on-site in Dallas, TX.
• Advanced proficiency with Microsoft Excel and Microsoft Office applications.
• Experience with Oracle PBCS, SQL, and financial reporting tools strongly preferred.
• Demonstrated ability to independently manage multiple priorities and communicate clearly to leadership.

Responsibilities

• Monthly internal management reporting using Oracle PBCS and SQL, ensuring timely and accurate results.
• Provide monthly regional financial reporting to Regional Presidents and respond to inquiries.
• Lead the annual budgeting process with business leaders to develop accurate plans.
• Own and improve internal cost allocation models and transfer pricing methodologies.
• Perform complex financial analysis, identify trends and variances.
• Prepare and present management-level financial reporting and dashboards.
• Identify and implement process improvements and automation to enhance efficiency.
• Maintain financial databases and models with data validation and reconciliation.
• Maintain SOPs for reporting, budgeting, and allocation processes.
• Coach and mentor analysts and interns as needed.

Skills

Advanced Excel

Financial analysis

Communication with leadership

Project leadership

Mentoring

Analytical thinking

Education

Bachelor's degree in Finance or Accounting

Tools

Oracle PBCS

SQL

Financial reporting tools

Job description

The Senior Financial Analyst at PlainsCapital Bank applies advanced financial and analytical expertise to support business performance and strategic decision-making. This role works independently with minimal supervision, leading complex financial planning, reporting, forecasting, and analysis initiatives. The Senior Financial Analyst partners closely with finance and operational leadership to provide actionable insights, improve financial processes, and drive continuous improvement across the organization.

Responsibilities

• Monthly internal management reporting using Oracle PBCS (Planning and Budgeting Cloud Service) and SQL, ensuring the timely and accurate delivery of financial results
• Provide monthly regional financial reporting to Regional Presidents, delivering timely insights and exceptional customer service by responding to financial inquiries and supporting strategic decision-making
• Lead the annual budgeting partnering with business leaders to develop accurate financial plans aligned with organizational objectives
• Own and continuously enhance internal cost allocation models and transfer pricing methodologies
• Perform complex financial analysis, identify trends, investigate variances
• Prepare and present management level financial reporting, dashboards, and analyses to support key business decisions
• Identify, and implement process improvement and automation initiatives that enhance efficiency, accuracy, and scalability
• Maintain financial databases and models while ensuring data validation, reconciliation, and integrity across financial systems
• Maintain and continuously improve Standard Operating Procedures (SOPs) for reporting, budgeting, and allocation processes
• Apply analytical and critical thinking skills to solve complex business and operational challenges
• Safeguard confidential financial and business information
• Coach and provide guidance to other analysts, interns, and finance rotational team members
• Perform other duties and projects as assigned

Qualifications

• Must be eligible to work in the U.S. without sponsorship now or in the future
• Bachelor's degree in Finance, Accounting, or a related field required
• Able to work on-site in our Dallas, TX office
• Three to five years of progressive experience in FP&A, accounting, or a related finance function
• Advanced proficiency with Microsoft Excel and Microsoft Office applications required
• Experience with Oracle PBCS (Planning and Budgeting Cloud Service), SQL, and financial reporting tools strongly preferred
• Demonstrated ability to independently manage multiple priorities, analyze complex financial data, and communicate clearly to leadership
• Proven ability to build collaborative relationships and effectively partner with other teams and individuals
• Strong analytical, problem-solving and organizational skills
• Experience leading projects, driving process improvements, and mentoring less experienced team members preferred

About Us

PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.

Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.

PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.

To learn more, please visit us online at plainscapital.com/about.