FP&A 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). 

Texas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano, San Antonio, Chicago, Los Angeles and New York. For more information about joining our team, please visit us at www.texascapital.com.

Position Summary

The FP&A Analyst position is a vital member of the Corporate Finance department in the CFO organization, providing direct financial oversight and strategic decision support for Texas Capital. The ideal candidate will bring experience with Excel and strong analytical and modeling skills. This role is suited for a detail-oriented and tech-savvy finance professional who thrives in a collaborative environment. This position will impact firm-wide strategy, have visibility to top Finance leadership, and provide the opportunity to learn the inner workings of entity-wide financials at the highest level.

Responsibilities

• Forecast Consolidation:
  • Consolidate financial forecasts across business units, ensuring accuracy, timeliness, and compliance with GAAP reporting standards
  • Conduct scenario modeling and sensitivity analysis, and complete intercompany eliminations and validations
• Reporting:
  • Develop and maintain comprehensive financial reporting packages for executive leadership and key stakeholders
  • Conduct variance analysis and work with Finance teams to explain deviations from business unit forecasts
  • Identify and implement process improvement opportunities to streamline routines, enhance reporting, and increase efficiency through automation and best practices
• Business Partnering:
  • Collaborate with Enterprise Finance teams to provide financial guidance and support distribution of centralized targets
  • Support product pricing, funds transfer pricing, capital allocation, and investment decisions
  • Drive accountability through financial insights and line of business performance reviews

• System Administration (no programming required):
  • Roll forward actuals into forecast
  • Update system user access

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field
• Up to 1 year of experience in FP&A, financial systems, or related roles with a strong understanding of GAAP and financial reporting
• Hands-on experience with Oracle EPM (Planning, Hyperion Essbase, Smart View) preferred
• Ability to drive enterprise-level financial analysis and reporting through advanced proficiency with Microsoft Excel and PowerPoint, deliver clear, executive-ready analysis and presentations

• Understanding of banking products, balance sheet management, and regulatory environment

• Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment

• High integrity and commitment to ethical standards

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.