Senior Financial Analyst, Treasury

Department: 10211 Enterprise Corporate - Treasury Services

Status:

Full time

Benefits Eligible:

Yes

Hou rs Per Week:

40

Schedule Details/Additional Information:

This is a remote role. Advocate Health may approve those who wish to work out of the following registered states: AL, AK, AR, AZ, DE, FL, GA, IA, ID, IN, IL, LA, KS, KY, ME, MI, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, WI, WV, WY.

Pay Range:

$41.10 - $61.65

This position will be responsible for debt management support for the Enterprise. The role will support transactions, ongoing disclosure and covenant monitoring, compliance reporting and analysis, and the support of other Treasury-related activities as required. The analyst will support multiple credit groups across Advocate Health as part of the Enterprise Treasury team.

• 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.

Minimum Job Requirements

Education

Bachelor’s degree in finance, Accounting, Business, or related field.

Certification / Registration / License

N/A

Experience

Minimum of 5 years of progressive experience in financial analysis or accounting, with demonstrated leadership or project management experience.

Knowledge / Skills / Abilities

• 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

Physical Requirements and Working Conditions

Office-based, with occasional travel

Ability to handle confidential information and work under pressure

Preferred Job Requirements

Education

Master’s/CPA preferred

Certification / Registration / License

CPA, CMA, or CFP preferred

Experience

Healthcare experience preferred

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.

Our Commitment to You:

Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including:

Compensation

• Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training

• 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

Benefits and more

• 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

Note: Eligibility for programs listed above may depend on your FTE or status (e.g., full-time, part-time, per diem, temporary, etc.); please ask a Recruiter for more information during an interview.

About Advocate Health

Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.