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Manager – Capital Markets

Manager – Capital Markets

CompanyMcKesson
LocationDallas, TX, USA, Atlanta, GA, USA
Salary$100800 – $168000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • Bachelor’s degree in finance, economics, or accounting
  • Proficient in using Treasury management and CRM software
  • Advanced skills with Microsoft Office Suite (Excel and PowerPoint)
  • Four to six years of relevant experience, including oversight of a broad range of employee retirement plans
  • Ability to work independently and collaboratively in a team environment
  • Managing multiple priorities and making effective judgments as to prioritization and time allocation
  • Self-motivation with results driven mindset and attention to detail
  • Strong ability to build and maintain relationships with clients and internal stakeholders
  • Exceptional communication and presentation skills, both verbal and written
  • Excellent negotiation and persuasion skills, including ability to influence without authority

Responsibilities

  • Operational and analytical support for short-term and long-term borrowing arrangements, hedging activities, and share repurchases
  • Oversight of financial aspects of retirement programs, including 401(k) and nonqualified deferred compensation plans, and engagement with investment advisors to provide expert administration and identify opportunities for plan improvements
  • Maintenance of quarterly and annual plan performance reports and fees and compare against industry benchmarks
  • Monthly support of the total return swap program to hedge income statement volatility of our unfunded deferred compensation plans
  • Conduct thorough needs assessments to understand leasing requirements of both internal and external customers and present appropriate solutions to meet their needs
  • Facilitate the evaluation of lease vs. buy alternatives and relay recommended solutions to stakeholders and decision makers
  • Maintain accurate and up-to-date records of sales activities, customer interactions, and sales pipeline in the Salesforce CRM system
  • Support other categories of Treasury special projects and initiatives, including developing accurate forecasts and project management of various cross-functional initiatives
  • Audit, external reporting, and investor relations support – support various parties on audit (internal and external) requests, external reporting requirements and investor relations communications
  • Be prepared to lead and execute special projects and ad hoc initiatives

Preferred Qualifications

  • Experience in debt and equity capital markets, derivatives and other corporate finance areas
  • Understanding of benefits laws and regulations related to retirement planning and benefits
  • Knowledge of equipment leasing contracts, regulations, and lease accounting within healthcare
  • Forecasting and analytical skills along with the ability to build moderate-to-complex financial models