Financial Analyst III (Assistant Manager)

The New York State Environmental Facilities Corporation (EFC), a public benefit corporation, aids local governments and other eligible applicants throughout New York State to undertake critical water quality infrastructure projects by providing access to low-cost financing capital, grants, and expert technical assistance.

EFC is committed to fostering an inclusive workplace that values respect, diversity, and the unique perspectives of all individuals. To support our employees, EFC provides an outstanding benefits package similar to that offered to New York State employees. Our total compensation package includes, but is not limited to, leave benefits (Paid Parental Leave, 13 holidays and paid vacation, sick, and personal leave); a comprehensive health insurance program including medical, prescription drug, dental, and vision plans; and membership in either the NYS and Local Retirement System, which is a defined retirement plan, or the Voluntary Defined Contribution Program.

Position Description

Under the supervision of the Equity Finance Manager, the Financial Analyst III (Assistant Manager) is responsible for supporting the management of the Equity Finance Unit of EFC’s Finance and Accounting Division. The Assistant Manager will supervise 4-6 Financial Analysts and will be responsible for overseeing the day-to-day operations of the team, including monitoring workflow and reviewing work products. The Assistant Manager may also be asked to assist the Finance Manager with additional tasks and responsibilities of the Unit.

Essential Job Functions

The Assistant Manager will be responsible for the following functions associated with the State Revolving Funds and other EFC programs and activities:

• Supervise a team of Financial Analysts to include prioritizing and assigning work, conducting regular team meetings, ensuring staff are trained, providing high-quality mentoring and coaching support, and conducting performance reviews.

• Proactively manage multiple projects at various stages from loan development to long-term conversion (when a project is completed) by providing technical assistance and general guidance to the team and recipients. This includes monitoring Analysts’ workflow and ensuring the timely completion of accurate work products.

• Perform and oversee the disbursement of funds with strict adherence to all established internal control procedures. Provide staff guidance on and ensure that all disbursement-related cost documentation is in order; all irregularities and/or ineligible costs are identified; and requests are processed accurately and in a timely manner.

• Actively participate in cross-functional project status meetings. Engage in project discussions related to the team’s project load, including asking questions and raising concerns. Confirm Analysts are regularly updating the project monitoring system and following up on issues raised during the meetings.

• Assist in the development and implementation of procedure and guidance documents and actively engage all staff as part of process management and refinement.

• Participate in professional conferences and Community Assistance Team events.

Qualifications

A Bachelor’s degree in a field such as Business Administration, Public Policy/Management, Finance, Economics, Accounting, Mathematics or a related field, and two years of financial, loan servicing or related experience, some of which is in a supervisory role, or an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job as determined by the Corporation.

Knowledge/Skills

A successful applicant will demonstrate:

• Commitment to building a supportive team working environment by fostering strong working relationships, training and providing staff with resources to succeed, being approachable, addressing issues as they arise in a thoughtful and productive manner, and engaging with staff on a consistent basis to establish strong rapport.

• Ability to lead a team in completing tasks, including revising and finalizing documents, answering questions on work products, and identifying issues that need further review and analysis.
  

• Excellent coaching and teaching skills; the ability to work well with a team and serve in a mentoring capacity.

• Strong project management skills, including the ability to manage multiple projects and prioritize.

• Experience working in a fast-paced environment with shifting priorities and deadlines.

• Ability to make sound project and financing decisions and work with minimal supervision.

• Strong written and oral communication skills and an ability to interact effectively with people from diverse backgrounds in a professional manner.

• Knowledge of bond and loan financing principles.

• Experience with loan structuring and servicing procedures.

• Proficiency with standard business software, including spreadsheets, word processing (Microsoft Word and Excel) and databases and the ability to work with numerical data requiring 100% accuracy.

Licensing Requirements

All applicants must possess a valid New York State driver’s license as some travel is necessary to attend conferences and visit communities participating in the SRF.

Application Requirements and Related Information

Salary will be based on experience and qualifications, as well as market and business considerations.

Employees may request to telecommute up to two days per week after the completion of an initial training period.

In compliance with Public Law 99-603, candidates selected for appointment must provide, within three (3) business days of the employee’s first day of employment, an original copy of documentation proving citizenship and/or legal right to work in the United States.

It is the policy of the State of New York and EFC to provide for and promote equal opportunity employment, compensation, and other terms and conditions of employment without discrimination on the basis of age, race, color, religion, physical or mental ability, national origin, gender, sexual orientation, veteran or military service member status, marital status, domestic violence victim status, genetic predisposition or carrier status, or arrest and/or criminal conviction record, unless based upon a bona fide occupational qualification or other exception.

All individuals with disabilities are encouraged to apply to positions that they are qualified to perform. It is the policy of EFC to provide qualified persons with disabilities an equal opportunity to participate in and receive the benefits, services, programs, and activities of EFC, and to provide such persons with reasonable accommodations and reasonable modifications as are necessary, to enjoy such equal opportunity, including accommodations in the recruitment process.

EFC will provide reasonable accommodation to ensure effective communication of information to individuals with disabilities. If you need an auxiliary aid or service to make this information available to you, please contact EFC’s Human Resources Office at (518) 486-9267.

It is the policy of EFC to provide reasonable accommodation for religious observers.

Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide their current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Office of Employee Relations at (518) 474-6988 or via email at info@oer.ny.gov.