Full-Time

Financial Planning and Analysis Lead

Consumer & Digital Banking

Texas Capital Bank

Texas Capital Bank

1,001-5,000 employees

Texas-focused, full-service financial services bank

No salary listed

Company Does Not Provide H1B Sponsorship

Austin, TX, USA

In Person

Bachelor's

Category
Finance & Banking (1)
Required Skills
Microsoft Office
Forecasting
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides

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Requirements
  • An undergraduate degree in business or a related field.
  • Five or more 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 Microsoft Office, particularly Excel and PowerPoint, financial reporting tools, and financial software.
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, including 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 the bank’s 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.

Texas Capital Bancshares, Inc. acts as the parent company for Texas Capital Bank, providing a full range of banking and financial services in Texas. Its offerings cover commercial banking for businesses, consumer banking, investment banking, and wealth management, delivered through branches and digital channels across Austin, Dallas, Fort Worth, Houston, and San Antonio. The bank uses a mix of its own technology and selected third‑party platforms to support client needs and efficiency, enabling customized financial solutions throughout a client’s life cycle. Its goal is to strengthen its position in the Texas banking market by growing scale and expanding its regional presence while serving commercial, consumer, investment, and wealth clients.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Dallas, Texas

Founded

1998

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Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 adjusted EPS rose 15% to $1.88, beating estimates.
  • Commercial loans reached $13 billion and deposits hit $28.9 billion, both up 10%+.
  • Non-interest income grew 39% in Q2 2026, with investment banking fees up 34%.

What critics are saying

  • The April 2026 breach exposed names and Social Security numbers for 86,067 Texans.
  • Class-action lawyers already opened investigations in June 2026, extending legal and reputational drag.
  • Criticized multifamily CRE loans rose in Q2 2026; another downturn would crush earnings.

What makes Texas Capital Bank unique

  • Texas Capital owns a Texas-heavy franchise across Dallas, Houston, Austin, and San Antonio.
  • Mo Jamous joined July 13, 2026 to accelerate AI-enabled digital banking and security.
  • Q2 2026 fee income hit a record, showing a credible move beyond spread income.

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Benefits

Health Insurance

Wellness Program

Life Insurance

Disability Insurance

401(k) Company Match

Paid Vacation

Paid Holidays

Unlimited Paid Time Off

Company News

StreetInsider
Aug 13th, 2026
CB&I upsizes senior secured credit facility to $625M following Asset Solutions acquisition

CB&I, a provider of integrated storage and asset-management solutions, has closed an upsized senior secured credit facility of $625 million, up from $400 million. The expanded facility comprises a $500 million revolving credit facility and a new $125 million Term Loan A, both maturing on 4 December 2028. The additional capacity replenishes cash used to acquire Asset Solutions, previously part of the Petrofac Group, and enhances financial flexibility for future investments. The revolving credit facility remains undrawn at closing, with CB&I having no funded debt outstanding. Citibank led the syndication, which added Goldman Sachs Bank USA and Zions Bancorporation to the lending group. Existing lenders include Truist Securities, National Bank of Canada, Webster Bank, Texas Capital Bank, Crédit Agricole CIB, Wells Fargo, and J.P. Morgan.

Yahoo Finance
Jul 22nd, 2026
Texas Capital Bank beats Q2 revenue expectations with $335.5M, up 8.3% year-on-year

Texas Capital Bancshares reported second-quarter results that exceeded Wall Street expectations. Revenue rose 8.3% year on year to $335.5 million, beating analyst estimates of $333.5 million. The regional banking firm posted adjusted earnings of $1.88 per share, surpassing consensus estimates of $1.86 by 1.3%. Net interest income reached $260.4 million, though this fell slightly short of analyst projections of $262.9 million. The company's net interest margin came in at 3.3%, missing estimates of 3.4%. Its efficiency ratio was 61.3%, compared with analyst expectations of 59.9%. Over the past two years, Texas Capital Bank has achieved annualised revenue growth of 12.6%, an acceleration from its five-year compound annual growth rate of 5.8%. Net interest income accounts for 84.1% of total revenue over the last five years.

Associated Press
Jul 13th, 2026
Texas Capital names Mo Jamous chief digital and information officer

Texas Capital Bancshares has appointed Mo Jamous as managing director and chief digital and information officer, effective immediately. Jamous will oversee the firm's technology strategy, including infrastructure, enterprise architecture, application development, data platforms, AI enablement, and information security. He joins from U.S. Bank, where he served as chief information officer for consumer, business banking, and AI/ML technologies. Previously, Jamous was head of global digital technologies at BBVA, leading the bank's digital transformation. Jamous will report to chairman, president, and CEO Rob C. Holmes and serve on the firm's operating council. Holmes said Jamous would strengthen the technology platform and drive innovation to support strategic objectives.

Texas Capital Bank
Jul 13th, 2026
Texas Capital appoints Mo Jamous as Chief Digital and Information Officer.

Texas Capital appoints Mo Jamous as Chief Digital and Information Officer. Published on Jul 13, 2026 DALLAS - July 13, 2026 - Texas Capital names Mo Jamous as Chief Digital and Information Officer to lead the firm's technology strategy and organization, including infrastructure, enterprise architecture, application development, data platforms, artificial intelligence (AI) enablement and information security.

StreetInsider
Jul 1st, 2026
Westrock Coffee extends $361M in credit facilities to late 2028

Westrock Coffee Company (NASDAQ: WEST) has closed an amendment to its existing credit agreement, extending the maturity date of approximately $361 million in loans and commitments from August 29, 2027 to November 29, 2028. The...