Financial Analyst
Texas Capital Dallas, Texas, United States
Banking · 1,001-5,000 employees
About the role
The Financial Analyst will develop and maintain financial tools, reports, and processes while supporting strategic initiatives such as M&A and corporate development. They will also prepare executive-level presentations and conduct comprehensive market research to monitor industry trends and competitor activities.
What they look for
Requirements
Candidates must hold a bachelor's degree in Finance, Business, or a related field with 0-2 years of experience. Proficiency in MS Office and strong analytical, organizational, and communication skills are required.
Benefits
Full description
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 The Dallas Morning News’ 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 www.texascapitalbank.com.
Responsibilities:
- Develop and maintain financial tools, reports, and processes in support of the Firm’s Financial Performance Management objectives
- Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
- Prepare and analyze financial reports, which include key performance metrics, financial results, and variance reporting and commentary
- Develop clear and concise presentations for executive management and senior leadership
- Support development of the Bank’s strategic initiatives around corporate development, M&A, strategic finance and capital initiatives
- Support potential corporate development opportunities (e.g. by providing financial statement analyses, financial modeling, and returns analyses)
- Analyze competitive actions of peer banks, drivers of stock price and market valuations, and capital markets and industry trends and develop insightful discussion materials for senior leaders and the Board of Directors
- Support aspects of our quarterly earnings conference calls, including collaborating on the creation and external distribution of financial press releases, presentations, call scripts, internal materials, and investor Q&A
- Support responding to inquiries and information requests from cross functional partners and other stakeholders, while maintaining a log of all interactions
- Conduct comprehensive market research and analysis to monitor industry trends, competitor activities, and investor sentiment
- Develop clear, concise written summations of complex analytical work
- Perform ad-hoc analysis as requested
Qualifications:
- Bachelor's with a degree in Finance, Business, or related fields; 0 - 2 years of experience
- Beginner knowledge of banking, including understanding of bank products, services, and regulations, policies, and procedures
- Excellent oral, written, and visual communication skills
- Excellent analytical and organization skills
- MS Office proficiency required
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.
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