Business Management & Strategy Lead

Posted 3 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech
The Role
The Business Management & Strategy Lead partners with senior management to define and report on financial performance, support strategic decisions, and train financial analysts. Responsibilities include financial forecasting, performance assessment, and developing reports and presentations.
Summary Generated by Built In

 

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. 

 

Our Business Management & Strategy Lead 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 with Corporate Finance to forecast both the earnings and risk impact of strategic initiatives.

  • Work closely and partner with line of business leadership to assess business performance and identify opportunities for improvement.

  • Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.

  • Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards.

  • Manage financial planning and business analysis to inform decision making.

  • Build strong business partnerships at multiple levels while informing and influencing strategic decisions.

  • Partner with Sales Enablement, Analytics, and Data Management to develop, monitor, and report on strategies to improve financial and sales performance.

  • Significant ad hoc financial reporting, presentation development, and financial analysis.

  • Train and mentor financial analysts on the Enterprise Finance team.

Qualifications

  • Degree in business or related field, MBA preferred.

  • 5+ years of experience in financial services business administration, management consulting, investment banking, private equity, or strategic planning.

  • Excellent understanding of business operations and procedures.

  • Strong organizational, planning, and executive communication skills.

  • Strong project management skills.

  • Outstanding research and analytical abilities.

  • Excellent financial, analytical and problem solving skills.

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. 

Top Skills

Excel
PowerPoint
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The Company
HQ: Dallas, TX
2,100 Employees
Year Founded: 1998

What We Do

Our expert bankers are committed to helping your business build and grow. Equipped with experience-based insights and a proven record of implementing custom solutions for clients, we can help you with a suite of business lending, investing and financial management services that see you through every step of the way.

Our client-centric culture thrives because we attract, develop and engage the most experienced and diverse experts in their fields. Over the years, we've developed a supportive culture that values collaboration, rewards performance and respects the well-being of its team members. We know our people are our greatest asset, so we give them the resources and support they need to be successful. Our personal approach has enabled us to deliver exceptional value for our clients for more than two decades — an achievement we’re proud to continue.

Explore a career at Texas Capital Bank: https://www.texascapitalbank.com/who-we-are/careers

Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ®: TCBI). For more information, please visit www.texascapitalbank.com. Member FDIC. NASDAQ®: TCBI. Equal Housing Lender.

Texas Capital Bank and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. Please view our EEO Policy to learn more: https://www.texascapitalbank.com/equal-employment-opportunity-policy

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