Financial Planning and Analysis

• Learn about the municipal finance industry, alternative delivery/P3 ownership and finance structures, and higher education and healthcare industries
• Analyze financial information and produce financing options for municipal bond structures using Excel and DBC Finance® software
• Analyze and produce detailed cash flows for client plans of finance and borrowing programs
• Assist with creating rating agency scorecards based on major credit rating agency methodologies
• Prepare quantitative presentations for rating agency, client communication, and marketing purposes
• Create and deliver presentations, reports, and summaries outlining financial scenarios and recommendations
• Contribute to reviewing financial and legal documents for assigned transactions and projects
• Assist project managers with responses to RFPs/RFQs
• Complete assignments timely and communicate progress with internal staff
• Gain exposure to diverse clients and transactions across PFM’s served entities

Financial Analyst – Higher Education