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FP&A Lead – Consumer & Digital Banking

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About the role

 

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 FP&A Lead - Consumer & Digital Banking, 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 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 (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 our 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 

Requirements

  • An undergraduate degree in business or related field.
  • 5+ 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 MS Office, particularly Excel, PowerPoint, financial reporting tools and financial software.

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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Aplyr's read

Texas Capital Bank thrives on relationship banking, offering tailored financial services. It's a hub for professionals seeking growth in a dynamic banking environment.

Synthesized from recent postings & public sources

What's promising

  • Strong focus on relationship banking enhances client satisfaction and retention.
  • Recent roles indicate a commitment to innovation and technology integration.
  • Expanding presence in Dallas/Fort Worth highlights regional growth opportunities.

What to watch

  • Highly competitive banking industry may pressure profit margins.
  • Limited public information about diversity and inclusion initiatives.
  • Economic downturns could impact lending and investment services.

Why Texas Capital Bank

  • Specialized roles in AI and risk analytics suggest a tech-forward approach.
  • Emphasis on homebuilder and community finance reflects niche market focus.
  • Offers a blend of traditional banking and innovative financial solutions.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Texas Capital Bank

Texas Capital Bank is a commercial bank that provides a range of financial services to individuals, businesses, and institutions. The bank focuses on relationship banking and offers services such as lending, treasury management, and investment services.

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