Director of Debt Management and Compliance

3 weeks ago

Boston, United States UMass President's Office Full time

Primary Work Location:

Mt. Ida campus, Newton, MA

Hybrid work schedule available

Job Summary:

The Director of Debt Management and Compliance reports directly to the Chief Financial Officer and will be responsible for debt management and compliance needs of the UMass Building Authority.

Essential Functions:

Assist UMBA's CFO/Treasurer with the following:

  • Manage bond issuance and financial compliance reports/deliverables, including monitoring and managing University Private Business Use activity, tax compliance, continuing disclosure, and other federal and state compliance requirements.
  • Recommend and implement improvements to policies and procedures relating to the financial and business practices of the organization.
  • Maintain bond compliance calendar.
  • Work with campuses and the University President's Office in the development and execution of the University's Capital Plan.
  • Manage UMBA capital project financing with bond issuances and other funds (campus, state).
  • Assist as needed with the issuance and servicing of bonds including analyses of financial ratios, preparation of information for ratings agencies and official statements.
  • Assist in development of multi-year revenue and financing plans for the operations of the Authority.
  • Work with Finance Team on debt management and capital budgeting system improvements.
  • Implement new software - debt management and capital budgeting software improvements.
  • Work with UMBA's Capital Project Team on developing and managing capital project contracts.
  • Assist in responding to campus requests for information and participate in meetings with campuses.
  • Work in conjunction with the Deputy Treasurer on monitoring all cash and fund activity, ensuring proper accounting is maintained, including assist in cash transfers & balance maintenance related to payment processing; wire transfers/ACHs; banking correspondence; banking maintenance, and managing the commercial paper program.
  • Work in conjunction with Director of Financial Planning and Analysis on development of Authority's operating budget, the annual debt service certificates and development of rates and charges to adequately cover all obligation and preparation of semi-annual campus assessments including the collection and proper disbursement of campus assessments.
  • Work collaboratively with the Authority's Finance Team and other key members of the organization.

Other Functions:

  • Support other projects and initiatives of the UMass Building Authority as needed.
  • Perform other related duties as assigned.

Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience):

  • Bachelor's Degree in a related field required.
  • At least three (3) years of management experience within a public organization (preferably state government) or in an organizational setting of which the major duties included financial oversight and fiscal management.
  • Detail-oriented; strong organizational, analytical and communication skills.
  • Strong problem solving and project management skills while having the ability to manage changing/multiple priorities in a highly interactive and confidential environment.
  • Must be able to interact effectively within a team environment.
  • Demonstrated success in the role of senior financial leader
  • Familiarity with the principles and practices of financial and debt management, including financial analysis budgeting, procurement, federal grants, forecasting, and cash management
  • Knowledge and understanding of accounting principles and practices applied to Generally Accepted Accounting Principles (GAAP), Generally Accepted Government Auditing Standards (GAGAS), Generally Accepted Auditing Standards (GAAS), and related accounting methods promulgated by the Government Accounting Standards Board (GASB) and the American Institute of Certified Public Accountants (AICPA).
  • Skilled in exercising a high degree of initiative, judgment, discretion and decision making to achieve objectives
  • Expertise with analytical tools such as Word, Excel, and Powerpoint.

Preferred Qualifications (Knowledge, Skills, Abilities, Education, Experience):

  • Masters degree in Business Administration, Public Administration or Accounting preferred.
  • Experience with the Commonwealth's budget planning process, Comptroller regulations and financial systems preferred
  • Experience in Higher Education or government setting preferred
  • Leadership ability, especially related to program design and implementation demonstrating financial acumen; confidence and executive presence
  • Experience translating a strategic vision into an operational model
  • 7+ years of progressively responsible finance/compliance related experience

Working Conditions:

  • Must be able to travel occasionally to all UMass campuses and the Boston Central Office and Westborough Office.
  • Typical office environment
  • May require occasional hours on nights and weekends.

Additional Details:

Salary commensurate with experience.

  • Permanent Debt Relationship Manager

    4 days ago

    Boston, Massachusetts, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Treasury Manager

    6 days ago

    Boston, United States Sdl Search Partners Full time

    About the job Treasury Manager - Private Debt Treasury Manager - Private Debt Highly reputable Investment Management firm headquartered in Boston, MA is currently hiring for a Treasury Manager under their Private Debt Finance Organization. Eligible candidates will have 5+ years of experience within Financial Services Treasury, ideally with CLO experience....

  • Financial Analyst

    3 days ago

    Boston, United States Uncommon Schools Full time

    Full-time Hiring Start Time: Immediate Start (Home Office) HO Team: Finance Company Description Uncommon Schools is a nonprofit network of high-performing, public charter schools providing an outstanding K-12 education in historically under-resourced communities. We have proudly built schools that reflect our student population, with more than 60% of our...

  • Director of Compliance

    3 weeks ago

    Boston, United States Vaco Full time

    Vaco Boston has partnered with a global investment manager that is seeking a Director of Compliance. Responsibilities:Preparing materials and briefing notes for the chair of the Investment Committee.Staying current on regulatory developments applicable to investment advisers, mutual funds, and broker/dealers, including the impact of banking regulations and...

  • Director of Compliance

    2 weeks ago

    Boston, United States Vaco Full time

    Vaco Boston has partnered with a global investment manager that is seeking a Director of Compliance. Responsibilities:Preparing materials and briefing notes for the chair of the Investment Committee.Staying current on regulatory developments applicable to investment advisers, mutual funds, and broker/dealers, including the impact of banking regulations and...

  • Director of Compliance

    3 weeks ago

    Boston, United States Vaco Full time

    Vaco Boston has partnered with a global investment manager that is seeking a Director of Compliance. Responsibilities:Preparing materials and briefing notes for the chair of the Investment Committee.Staying current on regulatory developments applicable to investment advisers, mutual funds, and broker/dealers, including the impact of banking regulations and...

  • Assistant Director of Research Compliance, Data Management

    1 week ago

    Boston, United States Harvard University Full time

    The Assistant Director is a member of a cross-functional team supporting a wide range of research programs and activities for the Harvard Business School (HBS) faculty and its governance. In partnership with the Director of Research Compliance, the A Director, Research, Compliance, Management, Assistant, Data, Technology

  • Director of Compliance

    3 days ago

    Boston, United States Vaco Full time

    Vaco Boston has partnered with a global investment manager that is seeking a Director of Compliance. Responsibilities: Preparing materials and briefing notes for the chair of the Investment Committee. Staying current on regulatory developments applicable to investment advisers, mutual funds, and broker/dealers, including the impact of banking regulations and...

  • ASSISTANT ATHLETIC DIRECTOR, COMPLIANCE, Athletics

    4 weeks ago

    BOSTON, United States Boston University Full time

    The Assistant Athletic Director for Compliance oversees and coordinates a comprehensive compliance program that meets the NCAA, Patriot League and Hockey East Association legislation, policies and procedures. Manages and oversees all functions includ Athletic, Athletic Director, Director, Compliance, Assistant, Instructor, Education

  • Director Compliance

    1 month ago

    Boston, United States Fidelity Investments Full time

    **The Team**: As a Compliance Director in Regulatory Management, we will expect you to have direct contact with the SEC, FINRA and other regulators on behalf of Fidelity Institutional (FI), with particular emphasis on complex matters involving sales and trading matters for our Capital Markets division. You will be responsible for responding to regulatory...

  • Director Compliance

    3 days ago

    Boston, United States Santander Full time

    Director Compliance - Reporting and Governance Country: United States of America Director Compliance, Reporting & Governance is responsible for regulatory Compliance risk management and reporting across all One Compliance. They will serve as the principal liaison between Compliance and the regulators / audit. The Director advises Compliance Sr. Leadership on...

  • Director, FDAS Compliance

    4 weeks ago

    Boston, United States Fidelity Investments, Inc. Full time

    As a member of the Fidelity Digital Asset Services, LLC (FDAS) Compliance team, you will serve as an informed and trusted business partner, who promotes a culture of ethical conduct and commitment to compliance, regulatory and legal obligations. In t Compliance, Director, Controls, Customer Experience, Business Partner, Operations, Business Services

  • Investor Relations, Product Specialist Director

    2 days ago

    Boston, United States Deerpath Capital Management Full time

    Job Description Job Description Company Description Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market....

  • Director, Technology Governance

    1 month ago

    Boston, Massachusetts, United States Geode Capital Management Full time

    Geode is seeking a Director of Technology Governance to define and refine IT Governance, risk, and other relevant policies for our Technology Group. This position will report to the Head of Architecture and partner with the technology teams as well as Audit, Risk and Human Resources functions. This individual will engage regularly with the CTO and technology...

  • Managing Director, Technology Sponsor Finance

    2 months ago

    Boston, United States JPMorgan Chase & Co. Full time

    You are customer focused and enjoy cultivating relationships with your Technology-focused private equity clients. A role as a Technology Sponsor Finance Managing Director is for you. As a Managing Director on the Technology Sponsor Finance coverage team, you will be a key contributor in building a best-in-class platform covering our Technology-focused...

  • Managing Director, Technology Sponsor Finance

    1 day ago

    Boston, United States JPMorgan Chase & Co. Full time

    You are customer focused and enjoy cultivating relationships with your Technology-focused private equity clients. A role as a Technology Sponsor Finance Managing Director is for you. As a Managing Director on the Technology Sponsor Finance coverage team, you will be a key contributor in building a best-in-class platform covering our Technology-focused...

  • Director Compliance

    4 days ago

    Boston, United States Fidelity TalentSource LLC Full time

    Job Description: The Team As a Compliance Director in Regulatory Management, we will expect you to have direct contact with the SEC, FINRA and other regulators on behalf of Fidelity Institutional (FI), with particular emphasis on complex matters involving sales and trading matters for our Capital Markets division. You will be responsible for responding to...

  • Analyst, Debt Portfolio Management

    7 days ago

    Boston, United States Berkshire Residential Investments Full time

    Company Overview Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders. If you're...

  • Investor Relations, Product Specialist Director

    3 days ago

    Boston, United States Deerpath Capital Management Full time

    Job DescriptionJob DescriptionCompany DescriptionDeerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath...

  • Director of Compliance

    2 days ago

    Boston, United States eternalHealth Full time

    eternalHealth – Your Forever Partner in Healthcare Healthcare is confusing, but it doesn’t need to be. As a consumer-centric HMO based in Boston, MA, we are a tech-focused start-up that is committed to creating long-lasting partnerships with our members, our providers, and you! About the role: As the Director of Compliance with eternalHealth you will...