Note: 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.
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.
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
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:
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 the 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 University's Administrative Guide, http://adminguide.stanford.edu.
Stanford University's commitment to safely and effectively meet the public health challenge presented by COVID-19 extends to ensuring University employees may work from home, or another off-site location, where determined appropriate, whenever necessary through the end of August 2021. The department will give reasonable notice when employees are expected to return to work at the Redwood City campus.
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.
Location: Business Affairs: Financial Management Services (FMS), Redwood City, California, United States Schedule: Classification Level:
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.
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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 dedicated 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, 12000 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 is an equal empl...oyment 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. Stanford also welcomes applications from others who would bring additional dimensions to the University’s research, teaching and clinical missions.