Financial Analyst

Posted 5 Days Ago
Dallas, TX, USA
In-Office
Junior
Fintech
The Role
Prepare and analyze financial reports and KPIs, build and maintain financial tools, create executive presentations and dashboards, support corporate development/M&A and earnings materials, conduct market and competitor analysis, respond to stakeholder inquiries, and perform ad-hoc financial and strategic analyses.
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. 

 

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. 

Skills Required

  • Bachelor's degree in Finance, Business, or related field
  • 0 - 2 years of experience
  • Beginner knowledge of banking products, services, regulations, policies, and procedures
  • Excellent oral, written, and visual communication skills
  • Excellent analytical and organizational skills
  • MS Office proficiency

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.

  • 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.
  • 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.
  • 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

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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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