Financial Planning Jobs in Texas

SUMMARY:

The FP&A Manager is responsible for the Bank’s financial planning, budgeting, forecasting, management reporting, profitability analysis, and financial decision support functions. The position serves as a key financial partner to the CFO, executive management, and business line leaders by translating financial information into meaningful analysis and actionable insights. The FP&A Manager leads the development of the Bank’s financial forecasts and provides analysis regarding financial performance, growth opportunities, resource allocation, and strategic initiatives.

JOB DUTIES AND ESSENTIAL FUNCTIONS:

• Lead and manage the FP&A function, including staffing, development, performance management, and succession planning.
• Lead the Bank’s annual budgeting and financial planning process.
• Maintain rolling financial forecasts and longer-term strategic financial projections.
• Analyze actual financial performance relative to budget, forecast, prior periods, and strategic objectives.
• Identify and clearly communicate significant financial trends, variances, risks, and opportunities.
• Develop management reporting for the CFO, executive management, business line leaders, and Board of Directors.
• Coordinate preparation of financial portions of Board and management reporting packages.
• Develop and maintain financial models supporting strategic planning and decision-making.
• Develop profitability reporting by business line, product, branch, customer, and relationship as capabilities mature.
• Support loan and deposit pricing analysis and other financial decision-support activities.
• Partner with business leaders to establish financial objectives and measure performance against those objectives.
• Evaluate proposed investment initiatives, new products, capital expenditures, and strategic projects.
• Develop financial scenarios and sensitivity analyses to support management decision-making.
• Partner with Treasury on balance sheet, net interest income, margin, funding, and capital forecasts.
• Partner with Accounting to ensure management reporting reconciles appropriately to the Bank’s official financial records.
• Develop dashboards, key performance indicators, and other tools that improve management’s visibility into financial performance.
• Identify opportunities to automate financial reporting, forecasting, and analytical processes.
• Support the CFO with strategic planning, Board presentations, peer analysis, and other financial analysis.

WORKING CONDITIONS:

• Air-conditioned office environment.
• Consistent and timely attendance is required to ensure uninterrupted operational efficiency and exemplary customer service.

PHYSICAL DEMANDS:

• Sit for extended periods of time.
• Walk, stand, bend, squat, twist, and reach.
• Simple grasping and fine manipulation.
• Extended keyboarding.
• Ability to lift 25 lbs.

MINIMUM REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Eight years to ten years of progressive experience in financial planning and analysis, banking finance, accounting, treasury, or a related field.
• Demonstrated experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Strong understanding of bank financial statements, balance sheet management, net interest margin, profitability, and key banking performance metrics.
• Advanced proficiency in Microsoft Excel and experience with financial reporting, budgeting, or data visualization systems.

PREFERRED REQUIREMENTS:

• MBA or master’s degree in Finance, Accounting, Business Administration, or a related field.
• CPA, CFA, or other relevant professional designation.
• Previous experience in the banking or financial services industry.
• Prior supervisory, management, or team leadership experience.
• Experience preparing financial reports and presentations for executive leadership or a Board of Directors.

Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

We are an Equal Opportunity Employer

TexasBank is committed to providing equal employment opportunities regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including, but not limited to, recruiting, hiring, placement, promotion, compensation, benefits, training, disciplinary actions, layoff, recall, transfer, leaves of absence, and termination. Employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of Human Resources.