Undergraduate degree in business or related field.
5+ years of experience in finance, FP&A, or corporate finance.
Ability to identify and structure business questions for analysis.
Advanced reporting skills to synthesize and communicate insights.
Proficient in managing multiple complex projects effectively.
Expertise in Excel, PowerPoint, and financial reporting tools.
Responsibilities
Lead forecasting for Consumer and Digital Banking budgets, integrating strategic initiatives.
Collaborate with leadership across functional areas to analyze business trends.
Develop and stress-test financial models for new products impacting market position.
Utilize financial data to present insights that shape C-suite strategies.
Cultivate relationships across levels to influence strategic business decisions.
Organize information effectively, demonstrating design skills in presentations.
Mentor junior analysts, providing support in analysis and best practices.
Benefits
Professional development and mentorship opportunities.
Collaboration with senior management on strategic objectives.
Exposure to key business functions and decision-making processes.
Access to advanced financial data and business intelligence tools.
Dynamic work environment focused on innovation in banking solutions.
Full Job Description
Our FP&A Lead - Consumer & Digital Banking, serves as a key partner to senior management in defining, measuring, and reporting on performance of critical financial and strategic objectives. Provide management with information and analysis to enable superior business decisions and support the financial data needs of business leaders. Specifically, this role will work with line of business leadership to ensure that the financial performance against the strategic metrics and other financial goals are achieved.
Responsibilities
Coordinate and lead the forecasting of Texas Capital's Consumer Banking, Digital Banking, Events/Marketing, and Sales Enablement budgets, including incorporation of key strategic initiatives, their financial impacts and tracking performance towards line of business and company-wide objectives.
Work closely and partner with key functional areas and leadership teams across the organization (Lines of Business, Enterprise Finance, Accounting, Investor Relations, Corporate Treasury, and Human Resources) to understand key business trends and identify opportunities to improve financial performance.
Partner with the Consumer Banking, Digital Banking, and product organizations to build and stress-test financial models for new digital and consumer products and services-directly supporting go/no-go decisions that impact our market position.
Leverage financial data and business intelligence tools to uncover trends and present findings that influence C-suite strategy.
Build strong business partnerships at multiple levels while informing and influencing strategic decisions.
Organize complex information in a compelling way, demonstrating design acumen and expertise in Excel and PowerPoint.
Mentor and develop junior financial analysts; serve as a resource for ad-hoc analysis, training, and best-practice sharing across the broader Finance organization
Requirements
An undergraduate degree in business or related field.
5+ years supporting a finance department, FP&A, Corporate/Enterprise Finance or similar financial analysis experience.
Initiative to identify business questions, scope and logically structure an analysis, extract relevant insights, and communicate with a point-of-view.
Advanced ability to run complex reports, synthesize analysis and articulate the conclusions through verbal and written communications.
Ability to self-direct and manage competing priorities on concurrent large, complex projects, initiatives, and deliverables.
Advanced skills in MS Office, particularly Excel, PowerPoint, financial reporting tools and financial software.
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.
About Texas Capital Bank
Texas Capital Bank is a commercial bank that provides a range of financial services to businesses and individuals. The bank was founded in 1998 and is headquartered in Dallas, Texas. Texas Capital Bank has over 1,500 employees and operates branches in several states, including Texas, California, and New York. The bank offers a variety of services, including commercial lending, treasury management, and wealth management.
