Sr. Financial Analyst
2 weeks ago
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
.
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
Qualifications:
Bachelor’s degree in finance, economics, or accounting
Minimum of 2 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, Hyperion or TM1
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.
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 with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies
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