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About the Role
PFM is seeking an experienced Senior Managing Consultant for its municipal advisory practice, focusing on clients primarily in Texas. This role offers significant responsibility in a dynamic, fast-paced environment, requiring a superior understanding of financial markets and public sector finance.
Responsibilities
- Maintain and expand existing client relationships with state government, local government, transportation agencies, and public utilities.
- Attend trade shows and conferences.
- Gather information to submit and complete proposals.
- Act as the primary or secondary point of contact for client questions.
- Develop and independently implement a marketing plan to attract new business.
- Develop a full range of financial solutions and quantitatively analyze options to meet client capital financing needs.
- Generate and coordinate client deliverables, including the successful implementation of financing transactions.
- Manage financing teams and oversee timely performance by all staff.
- Present financial analysis, reports, and other materials to clients at meetings.
- Provide management, mentorship, and training to financial analysts and associate staff.
- Collaborate across multiple internal and external teams to support business practice growth.
Requirements
- Authorization to work in the U.S. for any employer without sponsorship now or in the future.
- Bachelor’s degree from an accredited college or university.
- At least 5 years of work experience, preferably in public sector/municipal finance, banking, trust, or financial services arena, demonstrating increasing levels of responsibility.
- Knowledge of and contacts within state and local governments as well as the sector of focus.
- Currently holds MSRB Series 50 certification or able to obtain within 60 days of hire.
- Familiarity with transactions including complex financial modeling and analysis.
- Strong quantitative, problem-solving, and analytical skills.
- Excellent writing skills and effective personal communication skills.
- Advanced proficiency with MS Word, Excel, and PowerPoint.
- Accountability for self and others; understanding of the relationship between individual/team objectives and company goals.
- Proactive problem resolution.
- Effective written correspondence development.
- Ability to make effective presentations and routine communications to smaller audiences.
- Active listening and clear, concise information conveyance.
- Outstanding teamwork and project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-paced environment.
- Ability to operate in a team environment, acting as a valuable, collaborative team player.
- Willingness to take on various roles within a team, including leader, follower, and facilitator.
- Active promotion of team success and encouragement of others' contributions.
- Unwavering integrity and ability to instill confidence in others.
- Desire to improve processes, take initiative, and solve problems.
- Detail-oriented with strong organization skills.
- Passion for driving results and delivering constructive change.
Skills
- Municipal finance
- Financial markets understanding
- Public sector finance
- Advisory services
- Consulting
- Underwriting
- Business plan management
- Financial solutions development
- Quantitative analysis
- Capital financing
- Client relationship management
- Marketing plan development
- Financial modeling
- Problem-solving
- Analytical skills
- Writing
- Communication
- MS Word
- MS Excel
- MS PowerPoint
- Teamwork
- Project management
- Organization
Location
- Austin, Texas
- Dallas, Texas
Work Type
- Hybrid
Experience Level
- Senior
- At least 5 years
Education Level
- Bachelor's degree
Salary/Compensations
- $125,000 - $150,000
- Eligible for annual performance-based bonuses
Benefits
- Generous flexible paid time off
- Tuition reimbursement
- Student loan repayment
- Relocation assistance
- 401k retirement plan with employer match
- Annual profit-sharing opportunity
- Medical/dental/vision insurance
- Health and wellness benefits
- Disability and life insurance
About the Company
- PFM is a firm seeking experienced professionals for its municipal advisory practice.
Equal Opportunity
- PFM is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.
- PFM maintains a drug-free workplace.