Financial Analyst

About the Role

Cedar Creek Municipal Advisors, LLC is seeking a highly motivated Financial Analyst to join our growing municipal advisory practice in Dallas, Texas. This position offers a unique opportunity to work directly with local governments and special districts across Texas, supporting critical infrastructure projects through municipal bond financings and long-term financial planning. The Financial Analyst will work closely with senior Financial Advisors to provide independent financial advisory services to Texas Municipal Utility Districts (MUDs) and other special-purpose districts. The role involves financial modeling, debt analysis, capital planning, transaction execution, and client support throughout the municipal financing process. This is an excellent opportunity for recent graduates and early-career professionals seeking to build expertise in municipal finance while making a meaningful impact on Texas communities.

Key Responsibilities

• Support the planning, structuring, and execution of municipal bond financings for Texas governmental entities.
• Develop and maintain financial models, debt service schedules, tax rate projections, cash flow forecasts, and bond sizing analyses.
• Analyze financial statements, operating budgets, tax rolls, assessed valuations, and capital improvement plans.
• Evaluate debt capacity and financing alternatives to support long-term capital planning objectives.
• Review engineering reports, reimbursement requests, feasibility studies, and other financial and technical documentation.
• Prepare financing analyses, client presentations, board meeting materials, and transaction support documents.
• Coordinate financing activities with bond counsel, underwriters, engineers, developers, trustees, financial printers, and other transaction participants.
• Assist with the preparation and review of Official Statements and related financing documents.
• Support bond closings and post-closing compliance activities.
• Maintain financing databases, transaction schedules, and client records with a high degree of accuracy.
• Research municipal market trends, interest rates, legislative developments, and industry issues affecting local governments and special districts.
• Attend client meetings and Board of Directors meetings as needed.
• Provide analytical and administrative support for special projects and strategic initiatives.

Requirements & Tech Stack

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Public Administration, Mathematics, Engineering, or a related field.
• 0 to 3 years of relevant experience in finance, accounting, consulting, banking, public finance, or a related field.
• Strong analytical, quantitative, and problem-solving skills.
• Advanced proficiency in Microsoft Excel.
• Proficiency in Microsoft Word and PowerPoint.
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational skills and the ability to manage multiple priorities in a deadline-driven environment.
• Exceptional attention to detail and commitment to producing accurate, high-quality work.
• Ability to work independently while contributing effectively within a team environment.

Preferred Qualifications

• Knowledge of municipal finance, public finance, or local government operations.
• Familiarity with Texas Municipal Utility Districts (MUDs) and other special-purpose districts.
• Experience with financial modeling, debt analysis, or capital planning.
• Experience using DBC Finance, Bloomberg, EMMA, or similar financial software.
• Progress toward or interest in pursuing professional certifications relevant to public finance or financial analysis.