Manager – Capital Markets
Company | McKesson |
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Location | Dallas, TX, USA, Atlanta, GA, USA |
Salary | $100800 – $168000 |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Mid 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