Financial Analyst III

Our mission is to preserve, protect and sustain the state’s pension and healthcare plans, generate investment returns in excess of comparable public pensions, properly account for and report on all funds that are deposited, invested, and disbursed through the North Carolina Department of State Treasurer, assure the financially sound issuance of debt for state and local governments, maintain the state’s “AAA” bond rating, and provide exemplary service across all divisions of the Department.

*This is a continuous posting and will remain open until the position is filled. Applications will be reviewed on an ongoing basis, and candidates may be contacted during the selection process. This posting may also be used to fill similar vacancies as they become available.*

• Coordinates the approval, design, structure of debt by local governments and public authorities including revenue bonds, special obligation bonds, industrial revenue bonds, revolving loans, and installment-lease purchase agreements.
• Provides financial information to local governments and public authorities as they prepare to issue various types of debt reviews the financial capability and responsibility of the borrower, reviews and analyzes alternative financing structures.
• Provides advice on the method debt structure, participates in due diligence meetings.
• Reviews application and prepares LGC agenda item.
• Prepares written financial analysis and reports.
• Maintains data accurately and in a timely manner; works collaboratively with others to store and retrieve data efficiently and effectively.

• Ability to interpret and apply policies, regulations, and guidelines related to state and local debt issuance.

• Demonstrated organizational and time management skills with the ability to manage multiple priorities and meet deadlines.

Management Preferences:

• Demonstrated knowledge of or experience working with state or local government operations.

• Coursework or professional experience in policy analysis or financial analysis.

This position may be assigned additional job functions as needed. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice based on business conditions or as required by the agency to fulfill its mission.

Some state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through either years of education, years of directly related experience, OR a combination of both. See oshr.nc.gov/experience-guide for details.

The minimum Education and Experience is a bachelor’s degree in business, finance, economics, accounting, or related discipline from an accredited institution and 3 years of directly related experience or an equivalent combination of education and experience.

If there are no qualified candidates remaining in the applicant pool who meet that minimum Education and Experience or Knowledge, Skills and Abilities required for the position, the agency may consider for this position a trainee who does not meet the minimum requirements.

Salary for a trainee may be set at a lower level than the classification salary range and recruitment range that is listed in the posting with the salary being adjusted up accordingly when the trainee has obtained the necessary additional education and experience to fully meet the minimum qualifications as outlined in the classification specification.

Degrees must be received from appropriately accredited institutions.  Transcripts, degree evaluations, and cover letters may be uploaded with your application.

• Applicants seeking Veteran's Preference must attach a DD-214 Member-4 Form (Certificate of Release or Discharge from Active Duty) to their applications.

• Applicants seeking National Guard Preference must attach an NGB 23A (RPAS), along with the state application, if they are a current member of the NC National Guard in good standing. 

• Applicants who are former members of either the NC Army National Guard or the NC Air National Guard, with honorable discharge and six years of creditable service, must attach a copy of the DD 256 or NGB 22, along with the state application.

Consistent with the Americans with Disabilities Act (ADA) and the Pregnant Workers Fairness Act (PWFA), DHHS is committed to the full inclusion of all qualified individuals. As part of this commitment, DHHS will ensure that people with disabilities, or known limitations covered by the PWFA, are provided with reasonable accommodation.  If reasonable accommodation is needed to participate in the job application or interview process, please contact the person indicated below.

• The selected candidate will be subject to a criminal history background check through Castle Branch.

• One or more of the following may also be reviewed, depending on the nature and requirements of the position: employment history, professional references, credit history, and educational verification (i.e., degree, license, or official transcript).

• The selected candidate will be required to pass the background check to the satisfaction of the North Carolina Department of State Treasurer. All offers of employment are conditional until the satisfactory completion of the background check.

The State of North Carolina is an Equal Employment Opportunity Employer and is dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices.

The State of North Carolina is an Equal Employment Opportunity Employer and dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices.

Some state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See the Education and Experience Equivalency Guide for details.

HR@nctreasurer.com