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CPA - Financial Analyst II

Texas State Government Austin, TX
  • Expired: October 16, 2019. Applications are no longer accepted.

APPLICATIONS MAY BE FILED ONLINE AT: https://capps.taleo.net/careersection/ex/jobdetail.ftl?job=00007607&tz=GMT-05:00 

APPLICATIONS SUBMITTED THROUGH WORK IN TEXAS: Work In Texas (WIT) applicants must complete the supplemental questions to be considered for the posting. In order to complete the supplemental questions please go to CAPPS Recruit to register or login and access your profile. Go to CAPPS Recruit to Sign In (Link: https://capps.taleo.net/careersection/ex/jobsearch.ftl?lang=en) 

PLEASE NOTE: All applications must contain complete job histories, which includes job title, dates of employment, name of employer, supervisor's name and phone number and a description of duties performed. If this information is not submitted, your application may be rejected because it is incomplete. Resumes do not take the place of this required information. 

DIVISION:  Treasury Operations Division/Public Finance Section

GENERAL DESCRIPTION: 
The Public Finance section manages the State's cash flow, oversees the Comptroller's $2 billion liquidity program for state issuers, ensures the State's federal disclosure responsibilities are met, and registers all municipal bonds issued in the state. Last year the section was responsible for issuing $8 billion in Tax and Revenue Anticipation Notes and registering over 1,560 municipal bonds with a dollar value of over $47.5 billion.
We are currently looking for a highly-motivated professional to join our 4-person team. The Financial Analyst position will be responsible for analyzing and making recommendations regarding requests for liquidity, implementation and oversight of the agreements, and fee verification. This professional will also assist with the registration of municipal bonds, and other securities, upon approval by the Office of the Attorney General. The individual will build strong working relationships with state issuers and work closely with counsel.  Works under limited supervision with considerable latitude for the use of initiative and independent judgment.


WORK HOURS: 
8:00 a.m. to 5:00 p.m., 40 hours a week, Monday through Friday with occasional evening and weekend hours. Hours may change based on business needs. This position is eligible for teleworking.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Coordinates activities to provide liquidity for debt issued by a state agency; prepares periodic fee statements and reports; monitors agreements and related correspondence.

Reviews and makes recommendations for renewal or new requests for liquidity.

Reviews agreements, certifications and other related documents.

Prepares, analyzes and verifies fees.

Monitors and completes compliance.

Reviews, understands and ensures regulatory compliance with continuing disclosure requirements, including the periodic update, publication and distribution of the state's bond appendix; provides disclosure letters as necessary.

Serves as back-up for bond registration activities.

Participates in the Tax and Revenue Anticipation Note (TRAN) issuance process and related cash flow forecasting activities.

Performs other related work as assigned including special projects.

EDUCATION: 
Graduation from an accredited four-year college or university with a degree in finance, public finance, accounting, government or economics.

EXPERIENCE: 
Three (3) years of financial analysis experience 
Experience in preparing spreadsheets
Experience analyzing data
Experience with Excel, Word, and PowerPoint

PREFERRED EXPERIENCE: 
Five (5) years of financial analysis experience 
Three (3) years of public finance experience


PHYSICAL REQUIREMENTS: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires the incumbent to primarily perform sedentary office work; however, mobility (standing, walking) is routinely required to carry out some duties.  It requires extensive computer, telephone and client/customer contact.  It requires the ability to bend, stoop, kneel, and reach as needed for filing and similar routine office duties.   The job also requires normal cognitive abilities regarding the ability to learn, recall and apply certain practices and policies.  It requires stamina to maintain attention to detail despite interruptions. Marginal or corrected visual and auditory requirements are required for reading printed materials and computer screens, and communicating with internal and external customers.  The job requires ability to receive & convey detailed, information accurately through oral communication.  May involve moving up to 25 lbs of office equipment/materials on a limited basis.

KNOWLEDGE SKILLS AND ABILITIES:
Knowledge of:
  • Acceptable business practices and procedures
  • Analyzing and tracking cash flow trends
  • Cash flow modeling and forecasting
  • State government revenue and expenditure processes
  • Knowledge of local, state, and federal laws and regulations relevant public finance
  • Skill in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems and in operating computers and applicable computer software
Skill in:
  • effectively conveying information and encouraging an exchange of ideas (Communication)
  • identifying, defining and solving problems (Problem Solving)
  • Computer applications with Microsoft software, including Excel and Word, as well as mainframe applications
  • Performing spreadsheet design and analysis
  • Writing, using good grammar, spelling, and punctuation
  • Using standard office equipment
Ability to:
  • Gather, assemble, correlate and analyze facts
  • Verify data in specific categories
  • Ensure consistency of data between systems
  • Learn new concepts and apply that knowledge appropriately
  • Provide accurate revenue/expenditure forecasts
  • Learn new concepts and apply knowledge interact and communicate effectively, tactfully, and courteously with agency personnel, other state agency personnel and the public
  • Consistently interpret and explain agency and division policy and procedure with regard to the work assigned
  • Shift priorities at a moment's notice to meet critical deadlines and turnaround times
  • Maintain confidentiality and protect the privacy of state employees, taxpayers and other members of the public (Privacy and Information Security)
  • work with others to achieve a common goal (Teamwork)
  • adjust to changing workplace demands (Adaptability)
  • meet the needs and expectations of internal and external customers (Customer Service)
  • effectively demonstrate skill and ability to perform the specific job duties and tasks as defined by a job description (Technical Competence)
  • be dependable, meet deadlines and produce high-quality work

Texas State Government

Address

Austin, TX
USA