Business Strategy Sr Analyst

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 ’ 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 .

The Business Strategy Senior Analyst will support the Enterprise Finance team in the execution of Texas Capital’s strategic initiatives through partnership with line of business leadership to develop reporting, forecasts, and enhancements to the annual operating plan and financial analysis processes.

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

Requirements

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