J.C. Speiser, Mba Email & Phone Number

Columbus, Ohio, United States

Columbus, Ohio Area

Columbus, Ohio Area

Served in a strategic role performing financial management duties for the Office of Financial Services.Supervised staff engaged in multiple projects including the issuance of bonds, notes and master leases, receipt and disbursement of borrowed funds, accounting of both taxable and tax-exempt debt, and management of the University's short and long-term capital needs. Served as program and project manager for financial projects and business opportunities related to University goals such as the long term lease and concession of the University's energy assets. Provided executive level reporting and analysis to recommend courses of action to senior leadership for use in planning and decision-making.Supervised the research and analysis of internal investments for the operating fund portfolio and managed the University's internal bank and debt management system.Served as treasurer of Campus Partners - the University's real estate development affiliate.

Columbus, Ohio

Managed the university's debt program including short and long term bond issuance, commercial paper, leasing and internal financing.Oversaw the monitoring of the university's compliance with federal and state regulations, including compliance with IRS tax code spend down rules and arbitrage rebate guidelines.Responsible for the university's continuing disclosure compliance as it relates to the MSRB, EMMA and Rating Agency requirements.Participated in operating fund investment planning and monitoring. Managed process and workflow for internal bank financing requests, including the development of Memorandums of Understanding.Presented analysis for activities related to credit ratings and agencies concerning debt issues and specialized finance projects.

Columbus, Oh

-Provide analyst support for activities related to credit ratings and agencies concerning debt issues. Providing support on debt analysis and financial modeling, including developing, maintaining and documenting analytical tools and financial models using Excel spreadsheets.-Assist with the administration of the University's debt program including short and long term bond issuance, commercial paper, leasing and internal financing.Participate and assist in the construction of the optimal debt structure for the University, in consultation with the Director Treasury & Debt Management, investment bankers, bond counsel, bond trustees, and bond underwriters. Interact with bondholders and rating agencies concerning debt issues.-Coordinate payment to bondholders on debt payment dates and coordinate new debt issuance with external financing teams. Develop processes and procedures to effectively trace loan balances.-Oversee the monitoring of the University's compliance with federal and state regulations, including compliance with IRS tax code spend down rules and arbitrage rebate guidelines. Work with departments to gather building usage information. -Coordinate audit work with the Office of the Controller for debt related activity and provide administrative oversight of the University Master Lease program.-Participate in the preparation of and coordination of all documentation regarding the University's construction projects, including budget projections, debt amortization schedule, and requisitions for active and potential projects.

Columbus, Oh

Monitored the creditworthiness of 129 AMP Member communities, including compliance with various bond agreements, covenants and trust indentures.Collected and analyzed accounting, financial and economic data from AMP Members related to Member financings and SEC rules for continuing disclosure requirements.Compiled data for Rating Agency presentations to support current ratings, rating upgrades and facilitate new issue ratings with Rating Agencies for all AMP and Joint Venture financings.Maintained a database of AMP member financial statements and related financial statistic data.

Columbus, Oh

Prepared analyses related to project financings (tax-exempt) for AMP’s Member Financing Program. Continuous monitoring of treasury and tax-exempt bond markets, as well as preparation of official statements and bond documents as it relates to financing of projects.Assisted in developing a system to monitor banks, credit rating agencies, financial institutions and other various vendors with who AMP conducts business.Completed electric rate comparisons between investor owned utilities, electric co-ops, and municipal electric systems.

Master Of Business Administration (M.B.A.), Finance, General

Bachelor Of Business Administration, Finance, Family Business/Entrepreneurship