Senior Financial Analyst

Texas Capital; Dallas (TX); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family building aids

Retirement 401K match

Paid leave

Job summary

Texas Capital Bank is seeking a Senior Financial Analyst in its Technology Finance organization. This role blends financial planning with analytics to support the technology department and interact with senior leadership.

Responsibilities include budgeting, forecasting, ROI/NPV analyses, and partnering with technology and finance teams to drive efficient spend and strategic investments.

Qualifications

• Undergraduate degree required with strong analytical ability.
• 5+ years of financial planning and analysis experience.
• Ability to scope questions, structure analysis, and communicate insights.
• Experience with ERP/FP&A tools and data from large datasets.

Responsibilities

• Partner with Technology Leadership to modernize client experiences while ensuring resilience.
• Lead financial planning, analysis, and monthly close processes.
• Evaluate ROI and NPV for investment decisions with business cases.
• Build strong partnerships across levels to influence strategic decisions.
• Develop bottoms-up forecasts and monitor forecast accuracy.

Skills

Excel

PowerPoint

Financial modeling

Analytical thinking

Communication skills

Cross-functional partnering

Education

Undergraduate degree

MBA/CPA or similar

Tools

Oracle SmartView

Hyperion

Apptio

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.

Texas Capital Bank 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 Bank, we do more than build business success. We build long-lasting relationships.

Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio. We serve clients across the nation in a variety of industries. For more information about joining our team, visit texascapitalbank.com.

Overview

This Senior Financial Analyst role is a vital member of the Technology Finance organization that provides direct financial oversight and decision support for Texas Capital Bank Technology department. This high-profile role combines both financial planning with analytics in support of various business initiatives. The position provides opportunities to work directly with senior business executives and finance department leadership in identifying trends and creating forecasts. This role has strong analytics focus and will require a self-motivated, action-oriented strategic thinker who can prioritize, communicate and collaborate to build relationships across departmental lines, and drive projects to successful completion.

Responsibilities

• Be a key partner to the Technology Leadership Team; assisting in driving change to modernize client experiences while ensuring technology resiliency and security
• Manage financial planning, business analysis, and the monthly financial close process to inform decision making
• Exposure to business cases to support investment decisions by determining ROI and NPV
• Build strong business partnerships at multiple levels while informing and influencing strategic decisions
• Drive to structure and lead analytical and other decision-support projects
• Acquire in-depth understanding of a complex and challenging business enterprise
• Support the implementation, onboarding and maintenance of a new cost allocation, IT Planning and TCO platform for the technology organization (Apptio)
• Build analytics to reduce cost in IT by locating inefficiencies. Drive business partners to solution from unit economics and benchmarking.
• Establish strong financial controls and rigor of the technology procurement pipeline prioritization and delivery process
• Generate and/or optimize supply and demand cycle across labor and non-labor resource channels, while also reducing and minimizing tech debt through rationalization
• Build Opex discipline across technology organization by incorporating iterative input from leadership, providing detailed bottoms up forecasts, and reviewing results against forecast on a consistent basis

Requirements

• An undergraduate degree
• A minimum of 5 years of related financial/business analysis and planning experience
• Initiative to identify business questions, scope and logically structure an analysis, extract relevant insights, and communicate with a point of view
• Problem solver attitude with a curious mindsetSelf-motivated, results-oriented self-starter
• Adept leadership skills
• 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
• Strong communication (written and oral) and partnering skills
• Understanding of accounting principles and finance concepts such as Capex, Opex, NPV and ROI
• Experience sourcing data from database applications and working efficiently with large data sets
• Strong PC skills, including proficiency in Excel and PowerPoint and financial modeling

Preferred

• Prior experience supporting a technology organization
• Prior experience working in the financial services industry
• Experience working with enterprise financial planning systems such as Oracle SmartView, Hyperion, Apptio or other cost modeling tool experience
• MBA/CPA or similar degree/certification

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.