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Indiana University Health

Lead Senior Financial Analyst - Debt/Capital Markets, Treasury

System Services
Date Posted
15 October, 2021
Schedule & Shift
Full Time
Day
Requisition Number
318447
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Lead Senior Financial Analyst - Debt/Capital Markets, Treasury

Job Description

Overview

We are looking for team members who are passionate about challenging and significant work for the good of every patient. We are searching for individuals who are compassionate, serve with a purpose, are dedicated to supporting their team, and who seek excellence every day.

Sound like a perfect match? Apply now - we can't wait to hear from you!

Reporting to the Assistant Treasurer, this position will be part of a small, high-performing treasury team working to better optimize a balance sheet consisting of over $8 billion in cash and investments and nearly $2 billion in outstanding debt. The Lead Senior Financial Analyst – Debt/Capital Markets will be responsible for supporting debt and derivatives transactions and strong relationships with market participants to ensure ready access to capital with the best possible execution.

The role responsibilities will include the following: Assisting in managing capital structure through financial modeling of debt and derivatives transactions, coordinating financing activity and documentation, and serving as an internal expert in support of an optimized balance sheet. Ensuring payment of all debt, swap, intercompany loan, and related fee payments on a regular basis and improving processes related to such payments. Acting as a liaison with banks, counsel, trustees, financial advisors, and auditors to support efficient issuance and management of related derivatives contracts by building, strengthening, and maintaining effective relationships. Serving as a subject matter expert related to matters impacting credit metrics and bond ratings and maintaining related models and databases. Preparing rating agency presentations and related analysis, regularly growing in knowledge of health care as an industry. Supporting internal and external financial disclosures, audit, and compliance requirements and reporting, including performing calculations and preparing certifications of compliance with debt covenants and tax-exempt bond requirements. Preparing periodic and ad hoc reports and calculations for the purposes of management reporting, policy compliance, and performance evaluation, including debt portfolio, weighted average cost of debt, derivatives portfolio, counterparty exposures, settlements, and others as required. Performing data preparation and analysis of ~$60Mn of annual interest on ~$1.7Bn in debt for budgets and forecasts, serving as the main point of contact for them.

Preferred Qualifications

- Intellectually curious with interest and experience in capital markets, municipal financial analysis, accounting, derivatives, financial markets, and/or debt instruments and structures

- Familiarity with municipal finance legal documentation, financial covenants, compliance, and general accounting concepts

- Ability to work independently with a sense of ownership and to build effective working relationships to drive implementation of projects and process improvements

- Excellent oral, written and interpersonal skills

- Familiarity with financial systems and tools such as Oracle Cloud, Oracle Smart View, Bloomberg, and GTreasury

  • Bachelor's degree required; degree in Finance or related field a plus.
  • Requires 3+ years of relevant financial or operational analysis experience; at least 2 years of experience in healthcare industry preferred.
  • Requires analytical experience working with complex data sets.
  • Requires proficiency in the use of Microsoft Office products/applications; strong Microsoft Excel experience required; relational database and financial or operational modeling experience a plus.

 

Safeguarding our patients and each other is an important part of how we deliver the best care possible to the communities we serve. As a condition of employment, IU Health requires all new hires to receive various vaccinations, including the influenza and COVID-19 vaccines, barring an approved exemption. New hires will also be provided the option to submit proof of previous vaccination. The COVID-19 vaccine is not required to begin employment; however, all team members need to be fully vaccinated by September 1, 2021.

We are an equal opportunity employer and value diversity and inclusion at IU Health. IU Health does not discriminate on the basis of race, color, religion, sex, sexual orientation, age, disability, genetic information, veteran status, national origin, gender identity and/or expression, marital status or any other characteristic protected by federal, state or local law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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Indiana University Health is Indiana’s most comprehensive health system, with 16 hospitals and more than 34,000 team members serving Hoosiers across the state. Our partnership with the Indiana University School of Medicine gives our team members access to the very latest science and the very best training, advancing care for all. We’re looking for team members who share the things that matter most to us. People who are inspired by challenging and meaningful work for the good of every patient. People who are compassionate and serve with a purpose. People who aspire to excellence every day. People who are always ready to apply themselves.

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