Financial Planning and Analysis

• Provide comprehensive support to both the Issuance Specialist and CD Specialist
• Draft preliminary deal documents for Issuance Specialist
• Independently manage select bond transactions
• Serve as the primary liaison among attorneys, issuer, internal teams throughout the bond issuance process
• Calculate and confirm wire amounts for bond closings
• Communicate with counties to request required data, prepare letters/forms/draft emails, and file returned documents
• Maintain accurate books and records related to the bond issue and ensure all parties have signed off

Associate I, Public Finance

Investment Accountant

Financial Specialist – Entry Level

Financial Consultant

Senior Financial Analyst – Sales

Financial Services Associate – AP/Invoicing