Financial Analyst III

Texas A&M University System; College Station (TX); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Paid leave

Retirement plan

Tuition assistance

Wellness programs

Job summary

Texas A&M University System Offices Department Treasury Services in College Station is seeking a Financial Analyst III to analyze financial data and assist in developing The Texas A&M University System Capital Plan. You will evaluate, monitor, and report project funding and debt program activity, and perform modeling and forecasting to support capital decisions.

Responsibilities include coordinating with System members, tracking costs, preparing pro formas, and ensuring compliance with policies

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Five years of related experience.
• Strong communication and interpersonal skills.
• Experience with financial modeling.
• Proficiency with spreadsheets and word processing software.
• Ability to analyze and summarize financial information.
• Ability to handle confidential or time-sensitive matters.

Responsibilities

• Capital Planning and Board Coordination - Develop and maintain the System's five-year Capital Plan and prepare materials for the Board.
• Capital project financial monitoring - Track costs, funding sources, and expenditures with Facilities Planning and Construction.
• Financial analysis and project pro formas - Build financial models, forecasts, and pro forma statements.
• Debt-program administration - Support debt programs and provide project funding information for debt issuance.
• Tax-exempt debt compliance - Monitor compliance related to tax-exempt debt and identify issues.
• Required reporting and records management - Coordinate annual reports and maintain records on Bondholder Information.
• Cross-functional coordination - Work with Budget, Accounting, and stakeholders on reviews and special projects.

Skills

Communication skills

Problem solving

MS Office

Financial modeling

Confidentiality

Multitasking

Team collaboration

Education

Bachelor's degree

Tools

Excel

Word

Job description

Job Title

Financial Analyst III

Agency

Texas A&M University System Offices Department Treasury Services

Proposed Minimum Salary

Commensurate

Job Location

College Station, Texas

Job Type

Staff

Background

The System Offices is one of several system members within the Texas A&M University System representing one of the largest systems of higher education in the nation, with a network of 12 universities, a comprehensive health science center, eight state agencies, Texas A&M – Fort Worth and the Texas A&M - RELLIS Campus. The Texas A&M University System mission is to provide education, conduct research, commercialize technology, offer training, and deliver services for the people of Texas and beyond.

Benefits

Competitive health benefits; paid vacation, sick leave, and holidays; a defined benefit retirement plan to include an employer contribution through Teachers Retirement System of Texas (TRS); if applicable, a defined contribution retirement plan to include an employer contribution through an approved ORP vendor: additional voluntary tax deferred annuity (TDA) options; tuition assistance; and wellness programs to promote work/life balance.

Salary

Salary: $6,251.00 - $8,333.33 per month commensurate with experience. This is not a remote work position.

Job Description Summary

The Financial Analyst Ill under general direction, analyzes financial and capital project data and assists in developing The Texas A&M University System Capital Plan. Evaluates, monitors, and reports project funding for System members and agencies and tracks related activity in connection with the administration of the System's debt programs. Performs financial modeling, forecasting, and variance analysis to support capital-planning and financing decisions and ensure compliance with applicable policies, standards, controls, and regulatory requirements.

Responsibilities

• Capital Planning and Board Coordination - Coordinate with System members to develop and maintain The Texas A&M University System's five-year Capital Plan, including preparing materials for presentation to and approval by the Board of Regents and processing interim modifications as required.
• Capital project financial monitoring - Track authorized project costs, funding sources, and expenditures, and coordinate with Facilities Planning and Construction to evaluate the compatibility and adequacy of project budget and funding.
• Financial analysis and project pro formas - Develop financial models, forecasts, variance analyses, and project pro forma financial statements. Review projected cash flows and operating assumptions to evaluate funding requirements, expenditure timing, financing needs, and the ability to meet debt-service requirements.
• Debt-program administration - Assist with the administration of The Texas A&M System's debt programs, including maintaining documentation and approvals for debt-financed projects and providing project and funding information needed for debt issuance and ongoing program management.
• Tax-exempt debt compliance - Monitor compliance requirements related to tax-exempt debt, including private business use and arbitrage milestones; identify potential concerns and assist in implementing appropriate solutions.
• Required reporting and records management - Coordinate the annual capital expenditure and deferred-maintenance reports, monitor System-member submissions, and maintain project records and the Bondholder Information website.
• Cross-functional coordination - Coordinate with Budget, Accounting, and other stakeholders on programmatic and budget reviews and complete other special projects as assigned.
• Other duties as assigned.

Education and Experience

• Bachelor's degree or equivalent combination of education and experience.
• Five years of related experience.

Knowledge, Skills and Abilities

• Strong verbal and written communication and interpersonal skills.
• Strong problem-solving abilities.
• Experience with spreadsheet and word processing software.
• Ability to analyze and summarize financial information.
• Ability to handle confidential and/or time sensitive matters.
• Experience with Financial Modeling.
• Ability to multitask and work cooperatively with others.

Preferred Qualifications

• CTP - Certified Treasury Professional

Other Requirements

This is a security-sensitive position and is restricted to U.S. citizens and legal permanent residents only. Only complete applications will be considered for employment at The Texas A&M System Offices. Incomplete job application data could result in your application being rejected without an option to reapply. A cover letter and resume may be required in addition to a completed employment application. All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check.

Equal Opportunity and Diversity

Equal Opportunity/Veterans/Disability Employer.

The Texas A&M University System is an Equal Opportunity/ Veterans/ Disability Employer.

The Texas A&M University System is one of the largest systems of higher education in the nation, with a statewide network of twelve universities, eight state agencies, a comprehensive health science center, Texas A&M-Fort Worth and Texas A&M-RELLIS. The A&M System is committed to providing an educational and work environment that is conducive to the personal and professional development of each employee.

External Applicants - Applicants not currently employed by a Texas A&M System member may Search Postings and apply for positions within one or more A&M System members by selecting the job posting. Internal Applicants - This site lists job postings throughout The Texas A&M University System. It is intended for applicants not currently employed by a member of the system. Current employees should apply for jobs on the Internal Career site.