Note: The job is a remote job and is open to candidates in USA. Advocate Health is a nonprofit, integrated health system seeking a Senior Financial Analyst, Treasury. The role supports enterprise debt management, including financing transactions, disclosure and covenant monitoring, compliance reporting, financial analysis, and relationships with bankers, attorneys, and advisors.
Responsibilities
- Assist in financing activities and the issuance of taxable and tax-exempt debt, including request for proposal process and negotiations and the drafting of marketing materials or other documents as needed
- Monitor the compliance of all outstanding debt. This includes, but is not limited to, tracking the costs of issuance and the use of all proceeds, maintaining a private business use database and modeling for IRS reporting, retaining pertinent bond records, monitoring and measuring all debt covenants, and preparing ongoing compliance packages for stakeholders and distributing all quarterly and annual filings
- Review and approve invoices for debt service payments and other finance-related fees
- Prepare monthly debt tracking reports for rates, interest expense and other related financing costs including variance tracking to budget. This will also include preparation of forecasts and slide presentations for the Treasurer and Board
- Analyze and perform lease versus buy analysis on proposals (real property and equipment) and prepare term sheet and analysis on intercompany loans and joint venture financing strategies
- Maintain policies, procedures, and operational controls related to debt and derivatives, leasing, and compliance
- Assist in managing external relationships; interact with bankers, attorneys, and advisors to accomplish objectives
Skills
- Bachelor's degree in finance, Accounting, Business, or related field
- Minimum of 5 years of progressive experience in financial analysis or accounting, with demonstrated leadership or project management experience
- Advanced analytical, problem-solving, and organizational skills
- Strong communication and presentation abilities
- Proficiency in Microsoft Office and financial systems
- Ability to work independently and as part of a team in a fast-paced environment
- Detail-oriented, able to manage multiple priorities, and meet deadlines
- Office-based, with occasional travel
- Ability to handle confidential information and work under pressure
- Master's/CPA preferred
- CPA, CMA, or CFP preferred
- Healthcare experience preferred
Benefits
- This is a remote role.
- Premium pay such as shift, on call, and more based on a teammate's job
- Incentive pay for select positions
- Opportunity for annual increases based on performance
- Paid Time Off programs
- Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
- Flexible Spending Accounts for eligible health care and dependent care expenses
- Family benefits such as adoption assistance and paid parental leave
- Defined contribution retirement plans with employer match and other financial wellness programs
- Educational Assistance Program
Company Overview