Senior Analyst, Municipal Finance

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This range is provided by PFM. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$75,000.00/yr - $90,000.00/yr

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…