Business Management & Strategy Lead

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 be responsible for driving strategic and financial performance across Consumer Banking, Bask Bank, Marketing, Events, Communications, and Sales Enablement-ensuring alignment and operational excellence across our consumer-facing functions. A key priority for this role is establishing strong cross-functional partnerships with our new product organization to accelerate the development and go-to-market of our Consumer and digital product initiatives. The successful candidate will serve as a strategic bridge, connecting product innovation with market execution and ensuring our emerging offerings deliver both customer value and business growth.

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.