Financial Analyst Senior
About The Position
The position performs financial, investment, compliance, and accounting analysis. The role supports the effective management and reporting of the University’s operating investment portfolio. The position also supports the debt issuance process, tracking of private use, and continuing disclosure requirements. Responsibilities of the position include preparing financial reports, updating accounting schedules, supporting compliance activities, and assisting with fiscal year-end financial statement preparation and audit review. The role prepares and analyzes financial information and makes recommendations for management review. The position may oversee other staff in carrying out selected operational or analytical functions.
Requirements
- Bachelor's degree and five (5) years of experience appropriate to the area of assignment/field; OR, Any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.
Nice To Haves
- Knowledge of financial concepts and accounting principles.
- Experience with municipal or higher education debt.
- Experience with municipal or higher education investments.
- Ability to perform detailed analysis.
- Experience using Microsoft Word, Excel, and Outlook.
- Skill in verbal and written communication.
Responsibilities
- Debt Compliance Analyze and monitor private use across university facilities.
- Conduct annual space-use surveys to track and evaluate private use activity.
- Coordinate information for debt issuance documents.
- Review debt issuance documents for accuracy and completeness.
- Ensure compliance with continuing disclosure obligations, including assisting with posting of disclosure.
- Ensure compliance with arbitrage rebate requirements.
- Investments Prepare and organize materials for Investment Committee meetings.
- Prepare monthly accounting journals.
- Prepare year-end audit workpapers and supporting schedules.
- Prepare and submit reports to debt rating agencies.
- Prepare and disseminate monthly investment report for university leadership.
- Prepare and disseminate other reports as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
