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 Data & Business Intelligence Analyst is responsible for designing, developing, and maintaining reporting, dashboards, analytics, and data solutions that support strategic and operational decision-making across Banking Operations. This role serves as a trusted partner to business leaders by transforming complex data into meaningful insights that drive performance improvement, workforce optimization, process efficiency, and business growth.
The analyst will work closely with stakeholders across Operations, Credit, Commercial Banking, Finance, and Technology to establish trusted data sources, automate reporting processes, and deliver actionable analytics that support enterprise objectives.
Key Responsibilities:
Business Intelligence & Reporting
- Design, develop, and maintain operational dashboards, scorecards, and management reporting.
- Build self-service reporting solutions that enable business leaders to access real-time performance data.
- Consolidate and standardize reporting across multiple business units.
- Develop executive-level reporting packages that communicate operational performance, trends, and opportunities.
- Ensure consistency and accuracy of key business metrics and performance indicators.
Data Analysis & Insights
- Analyze operational, customer, financial, and workforce data to identify trends, risks, and opportunities.
- Conduct root cause analyses to uncover drivers of performance outcomes.
- Translate complex datasets into actionable recommendations for business leaders.
- Support data-driven decision making through quantitative and qualitative analysis.
- Measure operational effectiveness and identify performance improvement opportunities.
Dashboard Development & Visualization
- Develop interactive dashboards using Power BI and other visualization tools.
- Create visualizations that simplify complex data and enable executive decision-making.
- Design and maintain KPI scorecards that support departmental and organizational goals.
- Ensure reporting tools are scalable, reliable, and user-friendly.
Data Governance & Quality
- Establish and maintain data definitions, business rules, and reporting standards.
- Perform data validation and quality assurance activities.
- Identify data integrity issues and partner with stakeholders to resolve them.
- Support enterprise data governance initiatives and best practices.
- Document reporting logic, calculations, and analytical methodologies.
Automation & Efficiency
- Automate manual reporting and recurring analytical processes.
- Develop solutions that improve data accessibility and reporting efficiency.
- Support digital transformation and process improvement initiatives through data and technology.
- Leverage advanced analytics to reduce manual effort and improve decision quality.
Strategic Support
- Partner with Operations, Finance, Credit, and Executive Leadership to support strategic initiatives.
- Provide analytical support for forecasting, capacity planning, budgeting, staffing, and productivity initiatives.
- Assist with business case development and ROI analysis for proposed investments.
- Support organizational performance reviews and executive planning activities.
Qualifications
Education
Bachelor's degree in:
- Data Analytics
- Business Analytics
- Management Information Systems
- Finance
- Economics
- Statistics
- Mathematics
- Computer Science
- Related field
Experience
- 3-5 years of experience in: Business Intelligence Data Analytics Reporting and Visualization Financial or Operational Analytics Data Management
- Banking or financial services experience preferred.
- Experience supporting operational or commercial banking functions preferred.
Technical Skills
Required
- Advanced Power BI Data Modeling DAX Dashboard Development Data Visualization
- Advanced Excel Power Query Pivot Tables Data Modeling Advanced Formulas
- SQL
- Strong data analysis and problem-solving skills
Preferred
- Python
- Azure Data Services
- Microsoft Fabric
- Snowflake
- Tableau
- Alteryx
- Power Automate
- SharePoint and Microsoft 365 Analytics
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.
Texas Capital Bank New York, New York, USA Office
1501 Broadway, Suite 2302, New York, United States, 10036
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