Senior Financial Analyst, Debt Management
Job ID:
R154552
Shift:
1st
Full/Part Time:
Full_time
Pay Range:
$40.30 – $60.45
Location:
AAO Oak Brook – 2025 Windsor Dr
Oak Brook, IL 60523
1001 Blythe Blvd
Charlotte, NC 28203
Benefits Eligible:
Yes
Hours Per Week:
40
Our Commitment to You:
Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including:
Compensation
- Base compensation within the position’s pay range based on factors such as qualifications, skills, relevant experience, and/or training
- Premium pay such as shift, on call, and more based on a teammate’s job
- Incentive pay for select positions
- Opportunity for annual increases based on performance
Benefits and more
- Paid Time Off programs
- Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
- Flexible Spending Accounts for eligible health care and dependent care expenses
- Family benefits such as adoption assistance and paid parental leave
- Defined contribution retirement plans with employer match and other financial wellness programs
- Educational Assistance Program
Schedule Details/Additional Information:
This is primarily a remote role with the ability to attend in-person meetings if needed. Advocate may approve remote workers who reside in the following registered states: AL, AK, AR, AZ, DE, FL, GA, IA, ID, IL, IN, LA, KS, KY, ME, MI, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, WI, WV, WY.
This position will be responsible for debt management support for the Enterprise. The role will support transactions, ongoing disclosure and covenant monitoring, compliance reporting and analysis, and the support of other Treasury-related activities as required. The analyst will support multiple credit groups across Advocate Health as part of the Enterprise Treasury team.
- Assist in financing activities and the issuance of taxable and tax-exempt debt, including request for proposal process and negotiations and the drafting of marketing materials or other documents as needed.
- Monitor the compliance of all outstanding debt. This includes, but is not limited to, tracking the costs of issuance and the use of all proceeds, maintaining a private business use database and modeling for IRS reporting, retaining pertinent bond records, monitoring and measuring all debt covenants, and preparing ongoing compliance packages for stakeholders and distributing all quarterly and annual filings.
- Review and approve invoices for debt service payments and other finance-related fees.
- Prepare monthly debt tracking reports for rates, interest expense and other related financing costs including variance tracking to budget. This will also include preparation of forecasts and slide presentations for the Treasurer and Board.
- Analyze and perform lease versus buy analysis on proposals (real property and equipment) and prepare term sheet and analysis on intercompany loans and joint venture financing strategies.
- Maintain policies, procedures, and operational controls related to debt and derivatives, leasing, and compliance.
- Assist in managing external relationships; interact with bankers, attorneys, and advisors to accomplish objectives.
Minimum Education Requirements:
- Bachelors Accounting, Business Administration, Finance or related field required.
- Master’s degree in Finance, Accounting, or Business Administration preferred.
Minimum Work Experience Requirement:
- 6 Years of finance and/or public account in Health care is required.
Knowledge/Skills/Abilities:
- Exceptional MS Office skills and super-user level excel skills
Advocate Health Care is the largest health system in Illinois and a national leader in clinical innovation, health outcomes, consumer experience and value-based care. One of the state’s largest private employers, the system serves patients across 11 hospital locations, including two children’s campuses, and more than 250 sites of care. Advocate Health Care, in addition to Aurora Health Care in Wisconsin and Atrium Health in the Carolinas, Georgia and Alabama, is now a part of Advocate Health, the third-largest nonprofit, integrated health system in the United States. Committed to providing equitable care for all, Advocate Health provides nearly $5 billion in annual community benefits.
