Financial Analyst II

This position reports to the Manager of Capital Markets and Compliance in the Treasury department. The analyst is responsible for disclosure requirements related to debt financings, compliance with legal covenants, debt-financing/credit analysis, and maintaining up-to-date information of bond-financed assets across the CHRISTUS Health system. The Senior Analyst will work with the Manager to evaluate financing opportunities and to interpret implications of bond disclosure regulations, tax regulations, accounting pronouncements, system policies, and other requirements related to CHRISTUS' debt portfolio. This position benefits from knowledge and understanding of the not-for-profit healthcare industry and the municipal bond market. 

MAJOR RESPONSIBILITIES

• Timely remittance of all payment obligations in accordance with agreements related to the bond and swap portfolio
• Accurate and timely issuance of quarterly debt compliance reports and ratio calculations in accordance to the Master Trust Indenture and other financing documents
• Monitor bond-financed fixed assets, determine if proposed assets qualify for bond funding, report private use of bond-financed assets, and assist with IRS audits
• Monitor market value of swaps and track changes in interest rates
• Support Senior Management, Regional and Corporate Associates with data request and analysis reports
• Support the Manager, Capital Markets and Compliance with special projects