Serve as Deputy Treasurer for Debt Management within the Office of the State Treasurer (OST) and transition to the position of State Bond Advisor on November 1, 2017. Reports directly to the State Treasurer and the Council of Bond Oversight Responsible for the day-to-day operations of the Debt Management Division of the Oklahoma State Treasurer’s Office, including assignment of responsibilities of staff, which currently includes two (2) positions. Responsible for initiating and maintaining effective relationships with state agency officials and administrators, legislators and their staffs, bond counsel, bond holders, financial advisors, bond rating agencies, and the financial and bond communities within the state of Oklahoma. Responsible for providing state officers and legislators with advice and assistance on matters relating to capital planning, debt issuance and debt management. Responsible for reviewing applications for financing and providing summaries of the requests to the Council at its monthly meetings. . Responsible for coordination of State debt issuance Assists the Office of Management and Enterprise Services (OMES) with staff support for the Long-Range Capital Planning Commission Responsible for development, review, and issuance of the Oklahoma Debt Affordability Study. Responsible for development, review, and issuance of the State Bond Advisor’s Annual Report detailing state debt. Provides guidance and support services to State Governmental Entities in the planning, structuring, and issuance of debt. Serve as a member of the Oklahoma Commission on School and County Funds Management. Serve as a member of the Oklahoma Development Finance Authority’s (ODFA) Program Development and Credit Review Committee. Responsible for management of the Oklahoma Private Activity Bond Allocation Program.
Bachelor’s degree in finance, economics, business or related field. Advanced degree preferred. Minimum of ten (10) years’ experience in public finance.
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