Job Description:

• Partners with the Director of Financial Planning & Analysis (FP&A) and Debt Capital Markets in producing various long-term forecasting models and analysis needed for the highest level of decision support for the Consolidated University. As of FY22, the Consolidated University operating revenue was $5.7 billion and net assets was $11.2 billion.
• Engages various stakeholders throughout the University, Medical Center and Marine Biology Laboratory to analyze data and scenario plan for the downside and upside impact of initiatives and external factors like inflation, rising interest rate environment, labor force pressures, global crisis, and a federal government shutdown to name a few.
• As new opportunities and challenges are presented to the University leaders, this position will be expected to be a key member of the FP&A team who conducts analyses and makes recommendations that support decisions beneficial to the University. These recommendations will often be presented to the Board of Trustees for information sharing and/or formal approvals.
• Plays a key role in the Universityâ™s finance team in the execution of bond transactions.
• Over time this position will be expected to independently oversee and conduct various logistics and deliverables for rating agencies including quarterly liquidity reports, annual questionnaires, and presentations for each debt transaction.
• Ensures timely payment of debt service, swap payments, and fees, and maintain account balances.
• Records accounting entries on a monthly, quarterly, and as needed basis including interest, investment earnings, moneys received, and swap fair values.
• Supports the Universityâ™s overall debt management and debt-related efforts including financial analyses of the Universityâ™s existing debt and interest rate derivative portfolio and potential debt instruments.
• Partners with Director to lead the Universityâ™s debt compliance program including continuing disclosure obligations (such as Appendix A and EMMA postings), private business use (such as administration of the annual questionnaire and review of schedule K), annual officerâ™s certificates, and other requirements.
• Maintains or skillfully uses external databases including DAC, Archibus, AURA, Oracle, and Kyriba.
• Partners with Director to complete audit responsibilities related to the Universityâ™s debt and works with the auditor to resolve any inquiries.
• Assists Director in preparing materials for Board meetings, including Financial Planning Committee.
• Identifies and addresses areas for process improvement within finance and treasury operations, including the enterprise resource planning (Financial System Transformation) and the treasury management system.
• Delivers ad-hoc reporting and analysis as needed to support the finance and treasury.
• Works independently to maintain and support the planning and execution of financial strategy.
• Reviews estimated expenditures. Develops expenditure projections and periodic budget variance reports. Prepares forecasts as well as analyses.
• Performs other related work as needed.

Preferred Qualifications

Education:

• Undergraduate or masterâ™s degree in a STEM, business, accounting or economics field.

Experience:

• Higher education finance, corporate or municipal finance, treasury management, and/or accounting.

Technical Skills or Knowledge:

• Fluency in using Microsoft Office (Excel, PowerPoint, Word).
• Strong quantitative skills and demonstrated understanding of banking and tax-exempt and taxable debt concepts.
• Familiarity with GAAP financial statements.

Preferred Competencies

• Team-oriented professional who embraces and advocates for diversity, equity, and inclusion as good business practice.
• Interact quickly, thoughtfully, and impactfully with internal/external partners.
• Skilled at managing multiple projects and competing priorities to meet deadlines.
• Curiosity-driven and continuously interested in professional growth.
• Strong writing and presentation skills and deliver complex information in a concise and effective manner that adds to decision support at the highest level.
• Proven attention to detail and desire to continuously learn and improve.

Application Documents

• Resume/CV (required)
• Cover Letter (preferred)
   

The University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, status as an individual with a disability, protected veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.

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