Talent.com
Senior Analyst, Municipal Finance

Senior Analyst, Municipal Finance

PFMMinneapolis, MN, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Senior Analyst

The Senior Analyst will support our Midwest financial advisory practice assisting with municipal bond transactions, non-transactional client projects, and marketing / RFP support. Successful candidates will be expected to be nimble in a fast-paced environment in which they are given significant responsibility.

Responsibilities

  • Proficiently use DBC Finance software for a broad range of municipal bond structures.
  • Analyze and produce detailed cash flows for complex plans of finance and client borrowing programs using sophisticated debt structuring alternatives & financing techniques.
  • Create and manage Excel spreadsheets for analyzing financial information and developing and presenting financing scenarios; analyze various financing options to devise optimal borrowing solutions for our clients.
  • Lead the team's identification and analysis of refinancing opportunities, including sensitivity analysis and risk evaluation, as appropriate.
  • Lead the team's efforts to track the debt portfolios of existing clients and key prospects.
  • Use Excel, visual basic & macros to optimize modeling and quantitative analysis in an efficient manner.
  • Build, run and improve complex quantitative models; process capital markets transactions; review legal documents for alignment with plans of finance & financial modeling.
  • Support client marketing and proposal efforts through the development of financial analysis of potential client solutions.
  • Create financial and credit profiles for current and prospective clients. Master and model all three credit rating agency criteria for various industry sectors, including water & sewer revenue bond criteria and local government criteria, among others.
  • Prepare presentations for use in rating agency communication, client communication and marketing with a focus on quantitative elements supporting such work products.
  • Organize, prioritize, and schedule work for each client project and / or financing transaction.
  • Work seamlessly with team members who travel frequently, have varying levels of in-office presence and may be based in offices around the country.
  • Maintain existing relationships with financial advisory clients (primarily public agencies).
  • Coordinate information flow between staff, clients, and PFM project managers.
  • Complete assignments in a timely manner and communicate assignment progress with internal staff on a regular basis.
  • Develop & present reports and other materials, including financial analysis to internal staff and clients at meetings.

Minimum Qualifications

  • Bachelor's degree from an accredited college / university
  • At least two (2) years of work experience in public sector / municipal finance
  • Experience completing financial transactions start to finish including complex financial modeling and quantitative analysis.
  • MSRB Series 50 certification or ability to obtain certification within forty five (45) days of hire.
  • Authorization to work in the U.S. for any employer without visa sponsorship now or in the future.
  • Other Qualifications

  • Superior quantitative, problem solving, and analytical skills.
  • Detail oriented with strong organization skills.
  • Excellent verbal and written communication skills for interaction with clients, prospects, external partners, managers, and colleagues.
  • Proficient with MS Office applications including Outlook, Word, Excel, and PowerPoint; DBC Finance exposure required.
  • Prior experience writing and developing macros in Excel to automate models preferred, but not required.
  • Outstanding teamwork and project execution skills with ability to manage multiple tasks and adapt to a changing, fast-paced environment.
  • Ability to take ownership of assigned tasks, following up as necessary, managing up as appropriate to ensure completion.
  • Willingness to learn a specialized financial field, and continually increase knowledge and responsibilities.
  • Compensation | The Senior Analyst is eligible to receive robust total rewards including generous flexible paid time off, tuition reimbursement, student loan repayment, relocation assistance, performance-based bonuses, 401k retirement plan with employer match and annual profit-sharing opportunity, medical / dental / vision insurance, health and wellness benefits, and disability and life insurance. PFM not only supports work / life balance but also a challenging, diverse, and collaborative workplace, a formal mentorship program, volunteer opportunities, and much more.

    The anticipated base salary for this role is between $75,000 - $90,000; this position is eligible for annual performance-based bonuses. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

    If you are ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified candidate.

    PFM is not offering visa sponsorship for this position. PFM is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. PFM maintains a drug-free workplace.

    serp_jobs.job_alerts.create_a_job

    Senior Finance Analyst • Minneapolis, MN, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Project Financial Analyst

    Senior Project Financial Analyst

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    Key Responsibilities Investigate project revenue variances and submit variance explanations to FP&A Manager Create all project-related billings to customers and support period-end revenue accrua...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Data Analyst, Finance

    Senior Data Analyst, Finance

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Data Analyst, Finance.Key Responsibilities : Conduct large-scale data analyses and provide data-driven recommendations Design and maintain Tableau dashboards and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Senior Accounting Analyst

    Senior Accounting Analyst

    VirtualVocationsMinneapolis, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Accounting & Data Analyst.Key Responsibilities Support financial integration of a complex reinsurance acquisition and ongoing data reconciliation Evaluate exist...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Payments Analyst

    Payments Analyst

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Payments Analyst to support its Finance team in a remote capacity.Key Responsibilities Design and maintain automated anomaly detection and alerting systems for payment ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    California Licensed Senior Actuarial Analyst

    California Licensed Senior Actuarial Analyst

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Actuarial Analyst who will support savings initiatives and cost management strategies in a remote capacity. Key Responsibilities Develop and refine actuarial meth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Revenue Finance Analyst

    Senior Revenue Finance Analyst

    VirtualVocationsMinneapolis, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Analyst, Revenue Finance.Key Responsibilities Lead revenue forecasting and BvA analysis for major verticals, providing actionable insights to senior leadership ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Oregon Licensed Senior Actuarial Analyst

    Oregon Licensed Senior Actuarial Analyst

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Actuarial Analyst to support cost management strategies and predictive modeling efforts. Key Responsibilities Develop and refine actuarial methodologies for manag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Senior External Reporting Analyst

    Senior External Reporting Analyst

    Associated Bank - CorpSt Louis Park, MN, United States
    serp_jobs.job_card.full_time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior RCM Data Analyst

    Senior RCM Data Analyst

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior RCM Financial Data Analyst - Remote.Key Responsibilities Create detailed models to forecast and validate key performance indicators for external client partnersh...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Senior Analyst, Enterprise Analytics

    Senior Analyst, Enterprise Analytics

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Analyst, Enterprise Analytics.Key Responsibilities Drive strategy by using SQL and analytics tools to explore datasets and identify business opportunities Own p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Senior Financial Analyst

    Senior Financial Analyst

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Financial Analyst who thrives in a high-growth, complex environment.Key Responsibilities Own monthly financial close deliverables and ensure accuracy at brand an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Business Analyst

    Senior Business Analyst

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Business Analyst.Key Responsibilities Conduct business process analysis to gather requirements and identify areas for optimization Collaborate with technical te...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Finance Analyst

    Finance Analyst

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Finance Analyst- Billing.Key Responsibilities Complete accounting transactions and prepare client financial statement packages Create and post journal entries, ensurin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationLakeville, Minnesota
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Actuarial Analyst

    Senior Actuarial Analyst

    VirtualVocationsMinneapolis, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Actuarial Analyst to support savings initiatives and predictive modeling efforts in the health plan. Key Responsibilities : Develop and refine actuarial methodolog...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Program Analyst

    Senior Program Analyst

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Program Analyst - Submarine Industrial Base Strategy.Key Responsibilities Serve as a senior strategic advisor focusing on strengthening the submarine manufacturi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Finance Analyst II

    Finance Analyst II

    VirtualVocationsMinneapolis, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Finance Analyst II - G&A.Key Responsibilities Develop financial schedules for Month End, Annual Operating Plan, and Forecast with a focus on data visualization Collabo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Engineering Senior Analyst - Actuarial Systems (Hybrid)

    Engineering Senior Analyst - Actuarial Systems (Hybrid)

    SecurianSaint Paul, MN, United States
    serp_jobs.job_card.full_time
    Securian Financial Groups internal position title is Engineering Sr Analyst.Are you an experienced application developer passionate about creating impactful technology solutions? Securian Financial...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Financial Analyst, FP&A Revenue Analytics

    Senior Financial Analyst, FP&A Revenue Analytics

    Element Fleet CorporationMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    Get started on an exciting career at Element!.Element employees make a difference in the lives of others every day.We are re-defining the fleet management industry to be people first, then business...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Pricing Analyst

    Senior Pricing Analyst

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Pricing Analyst.Key Responsibilities Analyze and develop pricing strategies for clinical trial investigators, ensuring budget alignment Collaborate with clinical opera...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30