Finance Strategy Manager

2 weeks ago


Dallas, Texas, United States Texas Capital Bank Full time
About Texas Capital Bank
Texas Capital Bank is dedicated to empowering businesses and their leaders. Our extensive expertise and knowledge enable us to provide the advantages of larger firms while maintaining a scale that is tailored to our clients' needs. Our seasoned bankers are committed to investing in the success of our clients, both today and in the future.

Our Approach
While we focus on core financial services, our unique approach sets us apart. Our bankers are not only experienced financial professionals but also dedicated partners who take the time to understand our clients' immediate needs, uncover market opportunities, and achieve long-term goals. At Texas Capital, we prioritize building enduring relationships alongside business success.

Employee Benefits
Texas Capital offers a comprehensive benefits package that includes health insurance, wellness programs, fertility and family planning assistance, life and disability insurance, and retirement savings plans with a competitive 401K match. Additionally, we provide paid leave, holidays, and time off (PTO).

Key Responsibilities
  • Collaborate closely with finance leadership across various departments to evaluate financial performance and pinpoint areas for enhancement.
  • Coordinate with Enterprise Finance to project both earnings and risk implications of strategic initiatives.
  • Organize intricate information in a strategic manner, showcasing strong design skills and proficiency in Excel and PowerPoint.
  • Rapidly create wireframes and mock-ups for management presentations, reports, and dashboards.
  • Oversee financial planning and analysis to guide decision-making processes.
  • Foster robust business partnerships at multiple levels while guiding and influencing strategic financial choices.
  • Conduct significant ad hoc financial reporting, presentation development, and analytical tasks.
  • Provide training and mentorship to financial analysts.
Qualifications
  • A bachelor's degree in business or a related field.
  • Over 6 years of experience supporting a finance department, FP&A, or Corporate Finance.
  • Proactive in identifying business inquiries, structuring analyses logically, extracting relevant insights, and communicating effectively.
  • Advanced capability to generate complex reports, synthesize analyses, and articulate conclusions through verbal and written communication.
  • Ability to self-manage and prioritize competing demands on concurrent large-scale projects and initiatives.
  • Proficient in MS Office, particularly Excel, PowerPoint, and financial reporting tools.
  • MBA, CFA, CPA, or equivalent certification.
  • Strong understanding of banking products, financial statements, and accounting principles, with relevant financial/business analysis experience in commercial banking or financial services.
  • Experience with Oracle Cloud Enterprise Performance Management (EPM).

The duties outlined above represent the essential functions of this position. Individual roles may vary within the classification, and Texas Capital Bank may assign additional related duties as needed.

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