Perform complex technical treasury and finance functions and/or activities with programmatic impact on the institution, requiring professional specialized expertise and application of internal policies and systems and external regulations. May manage a key area within a finance operation or department/unit. Provide specialized expertise in financial forecasting, modeling and liquidity analytics.
**Provide analytical support to i) evaluate the Universitys short and long-term cash, financing, and investment needs, ii) conduct affordability studies, and iii) establish the Universitys 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;
Evaluate 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.
**Develop complex budget and/or short and long-term forecasting scenarios or debt capacity analysis, long-range planning and analyses for financial reporting and presentations for senior management and rating agencies; design and run ad hoc reports. Prepare or review complex transactions to support the stewardship of university resources.
**Ensure timely disclosure of financial information to investors in Stanfords 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. Manage compliance program for area of responsibility, interpret internal policy and external regulations, and create and/or review complex compliance reports.
**Provide analytical support for the Universitys public debt offerings, requests for proposals from underwriters, reviewing public offering documents, and presentations of the Universitys credit profile to rating agencies.
**Develop complex analyses to evaluate debt financing strategies. As a member of bond financings team:
Assist in preparation and evaluation of RFPs, structuring transactions, participating in due diligence, developing materials for rating agencies and assist with coordinating bond closings;
Assist in coordinating interaction with investment banks, law firms, rating agencies and senior management.
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.
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. Perform root-cause analysis and synthesis, draw conclusions, and propose solutions.
Identify and resolve unique issues with substantial significance; recognize exceptions, and conduct in-depth analysis using advanced technical knowledge and experience. Recommend, develop and implement 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, stay abreast of public disclosure requirements.
Lead and execute multiple complex, high-visibility process innovations or cross functional projects and teams, make decisions regarding projects and programs affecting operational effectiveness, policies, or processes. Empower action, remove obstacles, enable constructive feedback and support from leaders, and reward and recognize progress and achievements.
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. 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.
**Other duties may include:
Assisting with commercial paper issuance and reporting, Foreign exchange programs, analytical support for retirements plan, opening/closing bank accounts, audits, and credit card merchant services activities as needed.
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.
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
** - Denotes the primary responsibilities of this position.
Note: Not all unique aspects of the job are covered by this job description
Education & Experience:
Bachelors degree and six years of relevant experience or combination of education and relevant experience.
Knowledge, Skills and Abilities:
**Prior debt issuance experience, including presenting to rating agencies preferred
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 financial or treasury principals. Knowledge of Generally Accepted Accounting Principles (GAAP) a plus.
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:
CTP certification not required but preferred.
Frequently perform desk-based computer tasks, use telephone, writing by hand, sort/file paperwork.
* - 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 his or her job.
Routine extended working hours during peak cycles; travel to school/unit sites across university.
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 Universitys Administrative Guide, http://adminguide.stanford.edu.
This position may be offered as an FA3 or an FA4 appointment commensurate with the applicants level of prior experience as determined by the Universitys hiring team.
Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.
Located between San Francisco and San Jose in the heart of Silicon Valley, Stanford University is recognized as one of the world's leading research and teaching institutions. Leland and Jane Stanford founded the University to "promote the public welfare by exercising an influence on behalf of humanity and civilization." Stanford opened its doors in 1891, and more than a century later, it remains d...edicated to finding solutions to the great challenges of the day and to preparing students for leadership in a complex world. The University's thriving diverse community is comprised of nearly 7000 undergraduate students, 9000 graduate students, 2000 faculty members, 1900 postdoctoral scholars, and over 11,000 academic and administrative staff in seven schools including several interdisciplinary research centers and institutes. The campus spreads over 8000 contiguous acres and nearly all undergraduates live on campus. Stanford offers bachelor's and master's degrees in addition to doctoral degrees (PhD, MD, DMA and JD) plus a number of professional and continuing education programs and certifications. More at http://facts.stanford.edu and http://www.stanford.edu.
Stanford University is an equal opportunity employer and is committed to increasing the diversity of its faculty. It welcomes nominations of and applications from women, members of minority groups, protected veterans and individuals with disabilities, as well as from others who would bring additional dimensions to the university’s research, teaching and clinical missions.