Financial Analyst, PSMA CORE at Baker Tilly Advisory Group, LP in Janesville, Wisconsin

Job Description:

Overview



Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.


Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.


Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.


Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.


Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.




Job Description:




Responsibilities

Performs intermediate skilled technical work providing financial analysis and preparing information that is utilized to market bond financings. The information prepared by the Financial Analyst must be precise and accurate as the issuer is using this documentation to generate interest in its bond sales.


As importantly, the Financial Analyst will prepare ongoing continuing disclosure documentation after bonds are sold and research whether the issuer has remained in compliance with these obligations. Work is performed under the limited supervision of the Director as well as other financing team members, with input from the Project Lead Principal overseeing each transaction.

• Prepares, analyzes and compiles statistical and financial data for offering documents for offering documents in connection with municipal bond transactions.
  
  


• Conduct public market research and gather information from client's internal records, the internet, local businesses and political subdivisions for the following economic, demographic, and financial descriptions, as required for the specific financing (depending on the type of security for the debt).
  
  


• Review continuing disclosure obligations by bond issue for outstanding debt, determine necessary reporting requirements for the issuer by bond issue and compliance and compile compliance reports.
  
  


• Prepare annual filings for issuers with continuing disclosure obligations.
  
  

• Bachelor's degree required.
  
  


• One to three years of experience in a financial analyst role dealing with bond transactions, or equivalent combination of education and experience.
  
  


• Series 50 Municipal Advisor Representative Qualification Examination within six months of hire.
  
  


• Highly developed organizational and communication skills.
  
  


• Ability to maintain excellent communication and relationship building rapport with team members to support timely and accurate delivery of work for market disclosure.
  
  


• Experience processing insurance claims, background working in technical processing of data, or preparation of legal documents would be helpful.