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Financial Analyst, Treasury

Business Affairs: Financial Management Services (FMS), Redwood City, California, United States

New

Finance

Post Date 11 hours ago

Requisition # 107243

OVERVIEW

This is a 6-month fixed term position.

The expected pay range for this position is $144,052 to $150,000 per annum for hybrid positions.

Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location and external market pay for comparable jobs.

At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (https://cardinalatwork.stanford.edu/benefits-rewards) provides detailed information on Stanford’s extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process.

Stanford University seeks people committed to excellence and to improving our world and, in turn, is dedicated to supporting its employees as they develop their careers and enrich their lives.

Stanford’s Business Affairs provides administrative policies, infrastructure, systems, services, and support for the benefit of the university community.

Financial Management Services (FMS), a department within Business Affairs, is responsible for creating an ecosystem which promotes innovative and sound financial administration policies and practices that balance controls, compliance, and customer service. FMS is primarily responsible for financial policy oversight, quality assurance and financial services at Stanford University and its affiliated entities. It also serves as a liaison to the hospitals and the Stanford Linear Accelerator Center (SLAC). The FMS work environment is grounded by core values that include cultivating growth, celebration and appreciation, and collaborating with curiosity in order to nurture an inclusive environment where everyone is valued, respected, and can thrive.

JOB PURPOSE:

Perform complex finance functions and/or activities with programmatic impact on the institution, requiring professional expertise and application of internal policies and systems and external regulations. May manage a key area within a finance operation or department/unit.

CORE DUTIES:

+ Perform highly analytical, complex finance and control functions; multi-dimensional and complex reconciliations and related analysis; prepare or review and approve complex transactions and higher level dollar value transactions.

+ Bond issuance responsibilities may include:

+ providing analytical support for the University’s public debt offerings,

+ preparing RFPs or bond underwriters,

+ reviewing public offering documents,

+ develop materials for credit rating agencies presentations of the University’s credit profile to rating agencies, and

+ assist with coordinating bond closings.

+ Research, and synthesize data; interpolate results from large amounts of data, identify trends in data, draw conclusions, develop solutions, present and implement recommendations, and create follow up analysis.

+ Prepare and evaluate of RFPs & bond structure, and assist in developing complex analyses to evaluate debt financing strategies.

+ Develop complex budget and forecasting scenarios, long-range planning and analyses for financial reporting and presentations; design and run ad hoc reports:

+ evaluate the University’s short and long-term cash, financing, and investment needs,

+ conduct affordability & debt capacity studies, and

+ complex analysis necessary to establish the University’s Budgeted Interest Rate. Conduct quantitative analysis and work on complex financial models that will be used to inform management on the debt portfolio:

+ forecast projected debt uses;

+ assist in evaluating School, Department, and/or the University's debt capacity;

+ perform analysis that will be used to determine the rate of interest for internal borrowers;

+ assist in developing cash flow projections to forecast the University's long term obligations.

+ Identify and resolve unique issues with substantial significance; recognize exceptions, and conduct in-depth analysis using advanced technical knowledge and experience. Recommend and develop solutions that may require policy changes or the development of new processes; maintain broader organizational and university perspective in decision making.

+ Review, design, and implement appropriate internal control programs, research new regulations, and implement approved changes. Manage compliance program for area of responsibility, interpret internal policy and external regulations, and create and/or review complex compliance reports.

+ Refine supporting processes and ensure timely disclosure of financial information to investors in Stanford’s debt securities, and implement approved changes.

+ Assist in monitoring the internal debt portfolio and the use of funds to ensure compliance with applicable regulations, liquidity requirements and financial covenants.

+ Assist in managing compliance program for area of responsibility, interpret internal policy and external regulations, and create and/or review complex compliance reports.

+ Lead and execute unit or cross functional projects and teams, make decisions regarding projects and programs affecting operational effectiveness, policies, or processes.

+ Lead due diligence data gathering and preparation for bond offerings.

+ Engage in continuous critical analysis of existing systems and processes; make recommendations to achieve greater efficiencies and improve internal controls. Define requirements, develop and implement complex test cases, perform testing and analyze results.

+ Participate in continuous improvement of newly enhanced Capital Accounting & Debt Management System including monitoring for data accuracy and integrity.

+ Lead and support unit and organization strategy and change management initiatives.

+ Provide training on new financial systems. Represent organization to client group(s) and external partners; serve as subject matter expert on matters that involve complex technical, financial, or subject matter expertise.

+ Assess client and business needs, and formulate recommendations to determine approach to managing and completing processes.

+ Support coordination and interaction with investment banks, law firms, rating agencies and senior management.

+ May supervise, train, coach, and review the work of other staff, as needed. Contribute primarily through applying individual expertise.

+ Other duties may include*:

+ Assisting with assessing daily cash position, determining daily cash balances available for investment, and executing funds movements including wire, ACH transfers, and debt facility draws.

+ Assisting with commercial paper issuance and reporting, Foreign exchange programs, opening/closing bank accounts, audits, and credit card merchant services activities as needed.

+ Provide financial support, cross train and provide coverage as needed for all areas of treasury, and work on ad-hoc projects as assigned.

_* - Other duties may also be assigned_

_Note: Not all unique aspects of the job are covered by this job description_

MINIMUM REQUIREMENTS:

Education & Experience:

+ Bachelor’s degree and six years of relevant experience or combination of education and relevant experience.

Knowledge, Skills and Abilities:

+ Advanced proficiency in business applications, such as Microsoft Office suite, especially Excel.

+ Advanced knowledge of Enterprise Resource Planning and financial systems; internet and computer literacy.

+ Knowledge of Generally Accepted Accounting Principles (GAAP).

+ Advanced professional communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences, client groups, and management.

+ Strong project management skills and ability to contribute to or lead part of a multi-functional team.

Certifications and Licenses:

None

PHYSICAL REQUIREMENTS*:

+ Constantly sitting.

+ Frequently perform desk-based computer tasks, use telephone, writing by hand, sort/file paperwork.

+ Occasionally stand/walk, lift/carry objects weighing 11-20 pounds.

+ Rarely reach/work above shoulder. _* - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job._

WORKING CONDITIONS:

+ Routine extended working hours during peak cycles; travel to school/unit sites across university.

WORK STANDARDS:

+ Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.

+ Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.

+ Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University’s Administrative Guide,http://adminguide.stanford.edu.

WHY STANFORD IS FOR YOU

Stanford University has revolutionized the way we live and how it enriches the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Our culture and unique perks empower you with:

+ **Freedom to grow.** We offer career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or global leader speak.

+ **A caring culture.** We provide superb retirement plans, generous time-off, and family care resources.

+ **A healthier you.** Climb our rock wall or choose from hundreds of health or fitness classes at our world-class exercise facilities. We also provide excellent health care benefits.

+ **Discovery and fun.** Stroll through historic sculptures, trails, and museums.

+ **Enviable resources.** Enjoy free commuter programs, ridesharing incentives, discounts and more!

+ **Redwood City.** Our new Stanford Redwood City campus, which opened in 2019, is the workplace for approximately 2,700 staff, including FMS, whose jobs are important to supporting the university’s mission. The campus will offer amenities such as onsite cafes and a dining pavilion, a high-end fitness facility with an outdoor pool, and a childcare center for Stanford families.

_The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned._

_Consistent with its obligations under the law, the University will provide reasonable accommodations to applicants and employees with disabilities. Applicants requiring a reasonable accommodation for any part of the application or hiring process should contact Stanford University Human Resources by submitting a_ _contact form_ _._

_Stanford is an equal employment opportunity and affirmative action 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._

Additional Information

+ **Schedule: Full-time**

+ **Job Code: 4453**

+ **Employee Status: Fixed-Term**

+ **Grade: J**

+ **Requisition ID: 107243**

+ **Work Arrangement : Hybrid Eligible**