Strategic FP&A Analyst — Forecasting, Reporting & Insight

Texas Capital; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Texas Capital is seeking an FP&A Analyst to provide direct financial oversight and strategic decision support within the Corporate Finance group. The ideal candidate will bring strong Excel and modeling skills and thrive in a collaborative environment, impacting firm-wide planning and performance.

This role partners with Enterprise Finance on targets, pricing, capital allocation, and reporting, offering exposure to top Finance leadership while developing a deep understanding of banking products,

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field.
• Up to 1 year of FP&A, financial systems, or related roles with GAAP knowledge.
• Hands-on experience with Oracle EPM (Planning, Hyperion Essbase, Smart View) preferred.
• Ability to drive enterprise-level financial analysis and reporting through advanced proficiency with Microsoft Excel and PowerPoint, deliver clear, executive-ready analysis and presentations.
• Understanding of banking products, balance sheet management, and regulatory environment.
• Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment.
• High integrity and commitment to ethical standards.

Responsibilities

• Forecast consolidation across business units with GAAP compliance.
• Develop and maintain comprehensive financial reporting packages for executive leadership and key stakeholders.
• Conduct variance analysis and explain deviations from forecasts.
• Identify and implement process improvement opportunities to streamline routines, enhance reporting, and increase efficiency through automation and best practices.
• Collaborate with Enterprise Finance teams to provide financial guidance and support distribution of centralized targets.
• Support product pricing, funds transfer pricing, capital allocation, and investment decisions.
• Drive accountability through financial insights and line of business performance reviews.
• Roll forward actuals into forecast; update system user access.

Skills

Excel proficiency

PowerPoint proficiency

GAAP knowledge

Financial analysis

Communication skills

Education

Bachelor's degree in Finance, Accounting, Business

Tools

Oracle EPM

Hyperion Essbase

Smart View

Microsoft Excel

PowerPoint

Job description

Texas Capital is seeking an FP&A Analyst to provide direct financial oversight and strategic decision support within the Corporate Finance group. The ideal candidate will bring strong Excel and modeling skills and thrive in a collaborative environment, impacting firm-wide planning and performance.

This role partners with Enterprise Finance on targets, pricing, capital allocation, and reporting, offering exposure to top Finance leadership while developing a deep understanding of banking products,