UConn Careers

JOB SUMMARY

Reporting to the Director of Debt Management, the Financial Analyst 3 – Debt Management is responsible for leading and delivering the University’s UConn 2000 Capital Program. The Financial Analyst advises the University’s administration in municipal and strategic finance matters. The Financial Analyst is responsible for carrying out UConn’s debt management strategy, ensuring the effective and efficient issuance of UConn 2000 bonds, investments, compliance, and disbursements, requiring comprehensive knowledge of the practices and principles in these areas. 

DUTIES AND RESPONSIBILITIES

• Responsible for the entire process of municipal bond issuance, including structuring, pricing, preparing related documents, and ensuring compliance with all legal and regulatory requirements for the UConn 2000 program across all UConn campuses (Storrs, regionals, and UConn Health).
• Serves as the primary resource and point of contact for all UConn 2000 general obligation and special obligation bond transactions, including:
• Working collaboratively with university leadership (including the President, Provost, CFO, General Counsel, and various VP’s) to prepare bond offering documents, legal closing documents, presentations to external credit rating agencies, and due diligence sessions with external counsel;
• Working collaboratively with university service providers, including financial advisors, underwriters, bond counsel, trustee bank, and verification agent;
• Working collaboratively with the Office of the State Treasurer to issue bonds, which may include working on-site at the Treasurer’s Office in Hartford, CT.
• Facilitates UConn 2000 bond compliance, including compliance with university bond indentures and continuing disclosure agreements, University policy and procedures, and Federal and State laws and regulations, including tax-exempt bond compliance under IRS rules, UConn 2000 legislation, and Municipal Securities Rulemaking Board (MSRB) and SEC requirements.  Keeps abreast of rule changes impacting the University’s debt portfolio, including IRS, SEC, and MSRB rules.
• Guides and provides advice to academic department leadership, the Office of the Vice President for Research, the Office of the General Counsel, University Planning, Design and Construction, Budget, Planning, and Institutional Research, and, UConn Health, to ensure the University initiatives conform to UConn 2000 compliance requirements.  Secures approval from the Office of the State Treasurer and external bond counsel for university real property leases, equipment leases, and sales of land.
• Monitors bond fund investments, deposits to accounts, disbursements from accounts, and reconciliation of bond funds.  Schedules maturities of financings in coordination with the Bursar and Director of Accounting.
• Keeps abreast of UConn 2000 long and short-term bond spending and financing requirements.  Prepares debt projections regarding future University financings based on cash forecasts.  Monitors the University’s credit rating and fiscal health by analyzing financial results and projections.  Updates the University’s UConn 2000 investor relations website as needed. 
• Prepares bond resolutions, organized reports, and other comprehensive materials including evidence-based recommendations for presentation to senior management, the University’s Board of Trustees, the Connecticut General Assembly, and for filing with the MSRB. 
• Assists the Director in creating, evaluating, and recommending debt management policies and procedures for the UConn 2000 Program.
• Leads and contributes to special projects that require in-depth subject matter expertise, coupled with strong research, analytical, and problem-solving skills.
• Performs other duties as required.

MINIMUM QUALIFICATIONS

1. Bachelor’s degree in finance, business, accounting, economics, or related field and six (6) years experience working as an analyst, accountant, or in the area of debt management OR Master’s degree in finance, accounting, business, economics, or related field, or CPA, and four (4) years related experience.
2. One year of experience must be serving as a senior team member regularly performing the most advanced tasks of the work unit and other team members.
3. Knowledge of accounting principles and reporting of financial data.
4. Ability to collect, analyze, and interpret complex financial information.
5. Demonstrated skill and experience in providing advice to executive management.
6. Skilled in Microsoft Excel and Microsoft Word.
7. Excellent communication and organizational skills.

PREFERRED QUALIFICATIONS

1. Master’s degree in finance, business, accounting, economics, or related field, or CPA, CFA, or JD.
2. Knowledge of the UCONN 2000 bond program.
3. Experience working with bond counsel and tax counsel.
4. Experience with managing a debt portfolio and/or issuing bonds. 

APPOINTMENT TERMS

This is a full-time, permanent position. The University offers a competitive salary, and outstanding benefits, including employee and dependent tuition waivers at UConn, and a highly desirable work environment. For additional information regarding benefits visit: https://hr.uconn.edu/health-benefits/.

Other rights, terms, and conditions of employment are contained in the collective bargaining agreement between the University of Connecticut and the University of Connecticut Professional Employees Association (UCPEA).

TERMS AND CONDITIONS OF EMPLOYMENT

Employment of the successful candidate is contingent upon the successful completion of a pre-employment criminal background check.

TO APPLY

Please apply online at https://hr.uconn.edu/jobs, Staff Positions, Search #498940 to upload a resume, cover letter, and contact information for three (3) professional references.

This job posting is scheduled to be removed at 11:55 p.m. Eastern time on March 19, 2025. 

All employees are subject to adherence to the State Code of Ethics which may be found at http://www.ct.gov/ethics/site/default.asp.

All members of the University of Connecticut are expected to exhibit appreciation of, and contribute to, an inclusive, respectful, and diverse environment for the University community.

The University of Connecticut aspires to create a community built on collaboration and belonging and has actively sought to create an inclusive culture within the workforce. The success of the University is dependent on the willingness of our diverse employee and student populations to share their rich perspectives and backgrounds in a respectful manner. This makes it essential for each member of our community to feel secure and welcomed and to thoroughly understand and believe that their ideas are respected by all. We strongly respect each individual employee’s unique experiences and perspectives and encourage all members of the community to do the same. All applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

The University of Connecticut is an AA/EEO Employer.