Assessment and Disclosure Analyst

About the Firm

PFM is a national leader in providing independent financial advice, investment advisory services, and management and consulting services to local, state, and regional governments, non-profit, and other institutional clients. For more than 50 years, PFM has believed that the client’s interests always come first. Service is our top priority in everything we do, and it is delivered in every relationship following our core principles of Independence, Initiative, and Integrity.

General Purpose

The Assessment and Disclosure Analyst provides administrative, data, and accounting support to two teams: the Sr Disclosure Analyst, who prepares and disseminates continuing disclosure documents, and the Senior District Accountant, Lien Book and Assessment Administrator, who maintains lien books, issues estoppels, and prepares annual assessment rolls. This is an entry-level position and an excellent opportunity to learn the public finance industry among experienced and tenured colleagues, with a path toward Disclosure Agent or District Accountant roles.

The position is based in PFM’s Orlando East office on Quadrangle Boulevard near the Universtiy of Central Florida main campus.

Main Job Tasks and Responsibilities

Lien Book and Assessment Support

- Gather and enter plat, parcel, and assessment data to help build and maintain lien books

- Assist in reviewing & reconciling lien books on a regular basis to confirm they balance, and to flag discrepancies for the Senior District Accountant

- Prepare draft bond payoff calculations and estoppel requests for review and approval.

- Assist with the annual preparation, formatting, and remittance of assessment rolls to the various host counties of our district clients

- Assist with operations & maintenance assessment allocation schedules

- Respond to routine inquiries from property owners regarding non-ad valorem assessments, and elevate complex questions to the Senior District Accountant

Disclosure Support

- Research, compile, and organize financial reports, legal documents, and data used in continuing disclosure filings and offering documents

- Assist with the preparation, formatting, proofreading, and dissemination of disclosure documents

- Maintain detailed calendars and tracking logs so that time-sensitive filings for multiple clients are completed on schedule

- Request and collect information necessary for continuing disclosure filings from clients and government entities, and follow up on outstanding items to ensure information is submitted by requisite filing deadlines

General

- Maintain accurate, well-organized electronic files and records for each district and client

- Communicate status updates on assigned work to the Sr Disclosure Analyst, the Senior District Accountant, and the Director, District Accounting

- Perform additional duties as assigned in support of overall financial operations and compliance

Education and Experience

- High school diploma or equivalent required; college coursework or a degree in accounting, finance, or business is a plus

- Entry-level administrative support, accounting, or data entry experience is preferred, and experience in government, financial services, or professional services is a plus

- Authorization to work in the U.S. and the State of Florida for any employer without sponsorship

Key Competencies

- Exceptional attention to detail and accuracy in financial data and reporting

- Proficient in Microsoft Excel and Word, including basic formulas, formatting, and data organization

- Strong organizational and time management skills; able to manage multiple, time-sensitive tasks for multiple clients

- Strong research, writing, editing, and proofreading skills

- Ability to learn new software and systems quickly

- Clear and professional written and verbal communication with colleagues, clients, government entities, and property owners

- Proactive problem-solving and the ability to work independently with limited supervision, as well as collaboratively within a team

- Sound judgment, including knowing when to escalate questions

PFM is an Equal Opportunity Employer (EOE, M/F/D/V).

COMPENSATION | The Assessment and Disclosure Analyst is eligible to receive robust total rewards including generous flexible paid time off, tuition reimbursement, student loan repayment, 401k retirement plan with employer match and annual profit-sharing opportunity, medical/dental/vision insurance, and disability and life insurance. PFM not only supports work/life balance but also a challenging, diverse, and collaborative workplace.

The anticipated base salary for this role is $42,000-$45,000 per year.

If you are ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified candidate.

PFM is not offering visa sponsorship for this position.

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. If you need assistance or accommodation due to a disability at any time during the application or hiring process, contact us via Careers on our contact form or call (215) 567-6100. Please note, this contact information is for accommodation requests only and should not be used for application status updates or other inquiries.