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.
Position Summary
The Capacity & Forecasting Analyst is responsible for developing and maintaining volume forecasts, workforce capacity models, productivity analyses, and staffing recommendations across Banking Operations. This role serves as a key partner to operational leaders by providing data-driven insights that support workforce planning, resource allocation, budgeting, and service level management.
The analyst will monitor business trends, forecast future demand, identify capacity constraints, and recommend solutions that optimize staffing levels while maintaining operational efficiency and customer service standards.
Forecasting & Demand Planning
- Develop short-, medium-, and long-term forecasts for operational volumes across supported business units.
- Analyze historical trends, seasonality, pipeline activity, and business drivers to predict future workload volumes.
- Build and maintain forecasting models using statistical and business-based methodologies.
- Partner with business leaders to understand upcoming initiatives and incorporate expected impacts into forecasts.
- Evaluate forecast accuracy and continuously refine forecasting assumptions and methodologies.
Capacity Planning
- Develop capacity models that determine staffing requirements based on volume forecasts, productivity assumptions, and service level targets.
- Assess current workforce capacity and identify potential staffing gaps or excess capacity.
- Support annual budgeting, workforce planning, and strategic staffing decisions.
- Perform scenario analyses to evaluate the impact of volume changes, productivity improvements, or organizational changes.
- Recommend staffing strategies to support business growth and operational efficiency.
Workforce Analytics
- Analyze workforce utilization, productivity, and workload distribution.
- Monitor key performance indicators including: Capacity utilization Throughput Productivity Service levels Turnaround times Staffing ratios
- Identify opportunities for operational improvement through data analysis.
Reporting & Insights
- Develop dashboards, scorecards, and recurring management reports.
- Present forecast, capacity, and workforce insights to management teams.
- Translate complex data into actionable business recommendations.
- Support executive presentations with workforce and operational analytics.
Process Improvement & Governance
- Assist in establishing forecasting and capacity planning standards across the organization.
- Document forecasting methodologies, assumptions, and business rules.
- Partner with Process Excellence and Continuous Improvement teams to measure realized efficiencies.
- Support the development of a Capacity Planning and Forecasting Center of Excellence.
Qualifications
Education:
- Bachelor's degree in: Business Finance Economics Mathematics Statistics Data Analytics Related field
Experience
- 3-5 years of experience in: Capacity planning Workforce management Forecasting Business analytics Financial planning & analysis Operational analytics
- Banking or financial services experience preferred.
- Experience supporting large operational teams preferred.
Technical Skills
Required:
- Advanced Excel skills Pivot Tables, Power Query, Complex formulas, Scenario modeling
- Data visualization tools; Power BI preferred; Tableau acceptable
- Strong analytical and quantitative skills
Preferred:
- SQL
- Python
- Workforce Management platforms
- Capacity planning software
- Statistical forecasting tools
Key Competencies
- Analytical thinking
- Data storytelling
- Problem solving
- Strategic planning
- Attention to detail
- Financial acumen
- Communication and presentation skills
- Stakeholder management
- Process orientation
- Intellectual curiosity
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.
Skills Required
- Bachelor's degree in business, finance, economics, mathematics, statistics, data analytics, or a related field
- 3-5 years of experience in capacity planning, workforce management, forecasting, business analytics, financial planning and analysis, or operational analytics
- Advanced Excel skills, including Pivot Tables, Power Query, complex formulas, and scenario modeling
- Experience with data visualization tools; Power BI preferred and Tableau acceptable
- Strong analytical and quantitative skills
- Banking or financial services experience
- Experience supporting large operational teams
- SQL
- Python
- Workforce management platforms
- Capacity planning software
- Statistical forecasting tools
Texas Capital Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Texas Capital Bank and has not been reviewed or approved by Texas Capital Bank.
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Retirement Support — A company 401(k) with matching contributions is repeatedly characterized as good, reinforcing the value of the retirement program. Employer match and related financial supports are highlighted as competitive components of the package.
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Leave & Time Off Breadth — PTO and paid holidays are characterized as solid to generous, with accruals that can increase with tenure or vary by level. Time off is frequently cited as a strong element of the overall package.
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Wellbeing & Lifestyle Benefits — Wellness programs, educational assistance, and paid parking expand support beyond core insurance, adding convenience and development value. Ancillary perks complement the standard medical, dental, and vision coverage.
Texas Capital Bank Insights
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
