**SUMMARY: The Sr. Financial Planning Analyst is responsible for forecasting, planning, reporting and financial analysis of TexasBanks financial data.

JOB DUTIES AND ESSENTIAL FUNCTIONS:

• Analyze financial performance, market trends, and economic indicators to identify improvement areas.
• Develop and maintain financial models for forecasting revenue, expenses, and cash flow.
• Collaborate with teams for strategic planning data and insights, preparing and presenting reports to senior management.
• Conduct scenario analysis, sensitivity testing, risk evaluation, interest rate sensitivity models, validation, decay studies, back testing, and pre-purchase analysis of investment securities.
• Assist in developing annual budgets, long-term plans, and strategic initiatives, including calculating net interest income and explaining variances.
• Provide ad-hoc financial analysis and support to various departments within the bank as needed.
• Regular attendance of Asset-Liability Committee (ALCO) meetings and representation of TexasBank in routine meetings.
• Maintain policies, procedures, and documentation for Model Risk, SOX, Internal and External Audit, and other regulatory requests.
• Regular and routine use of platforms and softwares such as Axiom and Jack Henry.
• Stay updated on industry trends, regulatory changes, and best practices in financial planning and analysis.
• Other tasks and special projects as assigned.

WORKING CONDITIONS:

• Air-Conditioned work environment.

PHYSICAL DEMANDS:

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

MINIMUM REQUIREMENTS:

• Bachelor's degree in Finance, Accounting, Economics, or related field;
• A minimum of five years of experience in financial planning, analysis, or related field, preferably in the banking or financial services industry.
• Strong proficiency in financial modeling, data analysis, and forecasting techniques.
• Advanced Excel skills and experience with financial software (e.g., Finacle, SAP, Oracle).
• Excellent analytical, problem-solving, and critical thinking skills.
• Ability to communicate complex financial concepts effectively to non-financial stakeholders.
• Detail-oriented with a high level of accuracy and strong organizational skills.
• Ability to work independently and collaboratively in a fast-paced environment.

PREFERRED REQUIREMENTS:

• CPA, Master's degree or CFA designation preferred.

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