Financial Analyst; Higher Education

PFM; Boston (MA); Hybrid; USD 65,000 - 79,000; Full time

Benefits offered by this job

Tuition reimbursement

Student loan repayment

401k with employer match

Profit-sharing

Job summary

PFM is hiring an Analyst to work with clients in the higher education and healthcare sectors on alternative delivery / public-private partnership (P3) ownership and finance structures and operational improvement strategies. The office location for the Analyst may be flexible, with in-person or hybrid in the Philadelphia or Boston Office a preference.

Analysts will join project teams to build financial models, analyze cash flows, support rating agency communications, and contribute to client

Qualifications

• Bachelor’s degree required and coursework/internships in finance is helpful.
• Quantitative aptitude assessment and background check will be required.

Responsibilities

• Learn about municipal finance, alternative delivery/P3 structures and higher education/healthcare sectors.
• Engage with senior leaders with strong executive presence.
• Use Excel and DBC Finance software to analyze financial information and propose financing options.
• Prepare presentations and summaries for rating agencies, clients, and marketing.
• Contribute to review of financial and legal documents for transactions.

Skills

Quantitative aptitude

Education

Bachelor’s degree from an accredited college or university

Tools

Excel

DBC Finance

Job description

PFM is hiring an Analyst to work with clients primarily in the higher education and healthcare sectors on alternative delivery / public-private partnership (“P3”) ownership and finance structures and operational improvement strategies. The office location for the Analyst may be flexible, with in-person or hybrid in the Philadelphia or Boston Office a preference.

ABOUT US | PFM was founded in 1975 to provide governments and public agencies with independent advice from professionals who understand their distinct financial needs and challenges.

Today, our municipal advisors and consultants tackle the complex challenges faced by public sector leaders, delivering in-depth analysis and insightful perspectives to enhance operational efficiencies and support alignment with financial and fiscal goals. We bring our expertise to bear across a broad array of traditional and specialized sectors and services in every region of the country, enabling clients to focus their resources on impactful change.

ANALYSTS: PFM’S FOUNDATION FOR SUCCESS

Our Analysts are a critical part of the project teams that serve our broad base of clients. Each role provides a solid foundation for a meaningful and growth-oriented career within the firm; many of our project managers and Managing Directors started their PFM careers as an Analyst.

RESPONSIBILITIES

• Learn about the municipal finance industry, alternative delivery / P3 ownership and finance structures and the higher education and healthcare industries.
• Strong executive presence and credibility when engaging with senior leaders.
• Works independently with sound judgment and minimal oversight.
• Learn to use Excel and DBC Finance® software at a high level to analyze financial information and produce financing options for a broad range of municipal bond structures.
• Analyze and produce detailed cash flows for client plans of finance and borrowing programs using sophisticated debt structuring alternatives & financing techniques.
• Assist with creating rating agency scorecards based on rating methodologies from the major credit rating agencies.
• Prepare presentations for use in rating agency communication, client communication and marketing with a focus on quantitative elements supporting such work products.
• Create and deliver presentations, reports and summaries that outline financial scenarios and recommendations to clients.
• Contribute to the review of financial and legal documents for all transactions and projects to which you are assigned.
• Assist project managers with assembling responses to Request for Proposals/Qualifications (RFPs/RFQs) for current and potential new clients.
• Complete assignments in a timely manner and communicate assignment progress with internal staff on a regular basis.
• Gain direct and meaningful exposure to a broad variety of clients and transactions across all the entities that PFM serves.

MINIMUM QUALIFICATIONS

• Authorization to work in the U.S. for any employer without sponsorship, now or in the future
• Bachelor’s degree from an accredited college or university
• Compelling interest in building a career in public finance (ideally evidenced by related coursework, internships, or other transferable experience)
• Willingness to submit to a quantitative aptitude assessment and background check

CERTIFICATION

• Passage of Municipal Securities Rulemaking Board (MSRB) exam for Series 50 certification within six months of training inception.

PROFESSIONAL DEVELOPMENT

PFM offers one of the most comprehensive training programs in the financial industry. In 10-12 weeks of intense training, Analysts learn the financial, analytical, and modeling skills needed to thrive in their roles. Your career with PFM can grow based on your unique strengths, interests, and the firm’s ongoing needs. No matter the path you choose, you’ll receive an exceptional foundation of training, a collaborative and challenging work culture, and meaningful work that generates tangible benefits to the communities that PFM serves.

COMPENSATION

In addition to paid training, Analysts are eligible to receive robust total rewards including generous flexible paid time off, tuition reimbursement, student loan repayment, 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 pay for this role is $72,000 annually. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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. If you need assistance or accommodation due to a disability at any time during the application or hiring process, contact us via Careers on our contact form or call [phone]. Please note, this contact information is for accommodation requests only and should not be used for application status updates or other inquiries.