Planning Analyst Planning Analyst …

Texas Capital Bancshares Incorporated
in Richardson, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Texas Capital Bancshares Incorporated
in Richardson, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Planning Analyst
  • Assist in coordinating the bank’s initiative and project intake, prioritization and approval processes
  • Collaborate in developing presentations and ensuring the appropriate activities are completed for each decision point
  • Assist in developing and vetting business cases, including proformas and cost / benefit analysis
  • Participate in the high-level budget and resource estimation processes
  • Proactively engage the appropriate stakeholders in the analysis activities, including finance, technology, architecture, delivery leaders, information security, information privacy and risk
  • Contribute to semi-annual initiative roadmap planning with business and delivery leaders
  • Assist delivery leaders in providing quarterly updates on roadmap progress, changes and business outcomes
  • Prepare the materials and assist with the Bank Tank meetings with executive leaders and business requestors
  • Manage the schedule and logistics for the Bank Tank meetings, working closely with executive admins and other staff
  • Create, modify and distribute reports and presentations for financial and budget forecasts, resource capacity and demand forecasts, and project portfolio health and performance
  • Identify opportunities and actively participate in continuous improvement in processes, templates, information, estimation techniques, financial and resource forecasting and business analysis
Qualifications
  • Bachelor’s degree required in financial, accounting, business or related disciplines
  • 3-5 years of Banking/Financial Services experience required, 5-7 preferred
  • Excellent financial and analytical skills required
  • Strong experience with MS Project, MS Visio, MS Word, MS PowerPoint, and MS Excel required
  • Experience working with Daptiv or other project portfolio management tool preferred
  • Experience using Cognos Analytics or Power BI preferred
  • Consulting background preferred
  • Must be detail-oriented and comfortable working independently
  • Excellent verbal and written communications skills
  • Experience developing and delivering executive-level presentations
  • Experience of delivering results through a matrix organization and influencing without direct authority
  • Excellent relationship management skills – experience of managing relationships across a variety of internal cross functional departments and externally with vendors and clients
  • Ability to facilitate with business leaders and subject matter experts
  • Outstanding time management skills
  • Proven history as a self-starter who can add value by driving process related decisions while working independently with a minimum amount of supervision
  • Ability to obtain, analyze and synthesize information as well as multi-task under pressure
  • Excellent problem-solving and critical thinking skills
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