Senior Financial Consultant

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 deliver the advantages of larger firms while maintaining a scale that suits our clients. Our seasoned bankers are committed to fostering success — both today and in the future.

While we specialize in core financial services, our unique approach sets us apart. Our bankers are not only experienced financial professionals but also deeply knowledgeable across various industries. They invest the necessary time and resources to grasp our clients' immediate needs, uncover market opportunities, and achieve long-term goals.

At Texas Capital Bank, we focus on building enduring relationships alongside business success.

Benefits
Texas Capital Bank offers a comprehensive benefits package, including health insurance, wellness programs, fertility and family support, life and disability insurance, and retirement savings plans with a competitive 401K match. We also provide paid leave, holidays, and time off (PTO).

Senior Analyst Role
The Senior Analyst position is a crucial part of the Corporate Finance team, providing essential financial oversight and decision support for the Finance Organization.

This role emphasizes the development, execution, and upkeep of financial forecasting processes. It requires a self-driven, analytical thinker capable of building relationships across departments while ensuring project completion.

Key Responsibilities
- Serve as a key member of the Corporate Finance team, executing financial forecasting processes related to Texas Capital Bank's balance sheet and income statement.
- Collaborate with various business partners, including Enterprise Finance, Accounting, Investor Relations, and Corporate Treasury, to understand significant business trends and strategies, identifying opportunities for enhancing financial performance.
- Assist in preparing annual budgets and monthly forecasts, including variance analysis and management reporting.
- Analyze financial data to pinpoint trends, variances, and areas for improvement.
- Support the administration of the budget and forecasting process through coordination of transfers, systems, and scenario adjustments.
- Prepare and present ad-hoc financial analyses, business reviews, and reports to facilitate decision-making.

Requirements
- Bachelor's degree in business or a related field.
- 4+ years of experience in finance, FP&A, or Corporate Finance.
- Proficiency in ad hoc financial reporting, presentation development, and financial analysis.
- Strong analytical mindset with a focus on results, critical thinking, problem-solving, and decision-making skills.
- Ability to manage competing priorities across multiple large, complex projects and deliverables.
- Solid knowledge of financial reporting tools and software.
- Excellent formal business writing and documentation skills.
- Advanced proficiency in MS Office products for reporting, data analysis, and presentations.

Preferred Qualifications
- In-depth knowledge of banking products, financial statements, and accounting principles.
- Relevant financial/business analysis and planning experience in commercial banking or the financial services sector.
- Experience with Oracle Cloud Enterprise Performance Management (EPM).

The duties outlined above represent essential functions within this job classification. Individual positions may differ in their specific responsibilities. Texas Capital Bank may assign additional related duties to employees in accordance with standard departmental policies. Texas Capital Bank is an Equal Opportunity Employer.



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