Financial Analyst III

Texas A&M University SystemCollege Station, TX
$6,251 - $8,333Onsite

About The Position

The Financial Analyst III, under general direction, analyzes financial and capital project data and assists in developing The Texas A&M University System Capital Plan. This role evaluates, monitors, and reports project funding for System members and agencies and tracks related activity in connection with the administration of the System's debt programs. The position performs financial modeling, forecasting, and variance analysis to support capital-planning and financing decisions and ensure compliance with applicable policies, standards, controls, and regulatory requirements.

Requirements

  • Bachelor's degree or equivalent combination of education and experience.
  • Five years of related experience.
  • Strong verbal and written communication and interpersonal skills.
  • Strong problem-solving abilities.
  • Experience with spreadsheet and word processing software.
  • Ability to analyze and summarize financial information.
  • Ability to handle confidential and/or time sensitive matters.
  • Experience with Financial Modeling.
  • Ability to multitask and work cooperatively with others.

Nice To Haves

  • CTP - Certified Treasury Professional

Responsibilities

  • Coordinate with System members to develop and maintain The Texas A&M University System's five-year Capital Plan, including preparing materials for presentation to and approval by the Board of Regents and processing interim modifications as required.
  • Track authorized project costs, funding sources, and expenditures, and coordinate with Facilities Planning and Construction to evaluate the compatibility and adequacy of project budget and funding.
  • Develop financial models, forecasts, variance analyses, and project pro forma financial statements. Review projected cash flows and operating assumptions to evaluate funding requirements, expenditure timing, financing needs, and the ability to meet debt-service requirements.
  • Assist with the administration of The Texas A&M System's debt programs, including maintaining documentation and approvals for debt-financed projects and providing project and funding information needed for debt issuance and ongoing program management.
  • Monitor compliance requirements related to tax-exempt debt, including private business use and arbitrage milestones; identify potential concerns and assist in implementing appropriate solutions.
  • Coordinate the annual capital expenditure and deferred-maintenance reports, monitor System-member submissions, and maintain project records and the Bondholder Information website.
  • Coordinate with Budget, Accounting, and other stakeholders on programmatic and budget reviews and complete other special projects as assigned.
  • Other duties as assigned.

Benefits

  • competitive health benefits
  • paid vacation, sick leave, and holidays
  • a defined benefit retirement plan to include an employer contribution through Teachers Retirement System of Texas (TRS)
  • if applicable, a defined contribution retirement plan to include an employer contribution through an approved ORP vendor
  • additional voluntary tax deferred annuity (TDA) options
  • tuition assistance
  • wellness programs to promote work/life balance
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