Strategic Tech Finance Analyst - ROI & Forecasting

Texas-Capital-Bank; Dallas (TX); On-site; USD 95,000 - 135,000; Full time

Job summary

Texas Capital Bank seeks a Senior Financial Analyst in its Technology Finance team in Dallas. The role provides direct financial oversight and decision support for technology initiatives, blending planning with analytics to inform leadership decisions.

You will partner with Technology Leadership, manage FP&A and monthly closes, analyze ROI/NPV for investments, and help deploy cost models (Apptio) while driving efficiency and cost controls across IT.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 5+ years of related financial analysis and planning experience.
• Strong Excel, PowerPoint, and financial modeling skills.
• Experience with cost modeling tools such as Apptio, Hyperion, or SmartView.

Responsibilities

• Be a key partner to the Technology Leadership Team; assist in driving modernization of client experiences while ensuring technology resiliency and security.
• Manage financial planning, business analysis, and the monthly financial close process to inform decision making.
• Provide ROI/NPV analysis for investment decisions and build strong business partnerships.
• Drive analytics projects and support implementation/maintenance of cost allocation (Apptio) and IT planning platforms.
• Develop bottoms-up forecasts and monitor results against plan; support cost reduction initiatives in IT.

Skills

Analytical mindset

Strong communication

Problem solving

Leadership

Relationship building

Self-motivated

Education

Bachelor's degree in Finance/Accounting/related field

Tools

Excel

PowerPoint

Apptio

Oracle Hyperion

Oracle SmartView

Job description

Texas Capital Bank seeks a Senior Financial Analyst in its Technology Finance team in Dallas. The role provides direct financial oversight and decision support for technology initiatives, blending planning with analytics to inform leadership decisions.

You will partner with Technology Leadership, manage FP&A and monthly closes, analyze ROI/NPV for investments, and help deploy cost models (Apptio) while driving efficiency and cost controls across IT.