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Alloy Partners · 1 day ago

Municipal Financial Expert (Contract)

United States

Contract

Remote

Senior Level

Alloy Partners is a venture builder focused on creating and scaling companies in partnership with corporations and entrepreneurs. They are seeking a Municipal Finance Expert to lead a validation sprint for a financial forecasting solution aimed at small-to-midsize municipalities, focusing on building Excel-based forecasting models and enhancing cash management practices.

ConsultingEnterprise SoftwareInnovation ManagementVenture Capital

No H1B

Responsibilities

Work hands-on with 2-3 municipal partners to assess current budgeting, forecasting, and treasury practices

Build and iterate practical financial forecasting tools tailored to each municipality's structure, data environment, and governance requirements

Collaborate with finance leaders to translate complex financial data into clear, actionable insights

Identify patterns, gaps, and constraints in municipal financial workflows that inform future product design

Document learnings related to data access, approval processes, stakeholder dynamics, and scalability considerations

Contribute to shaping the long-term product vision by grounding it in real-world municipal finance needs and behaviors

Qualification

Municipal Finance ExpertiseAdvanced Excel/Financial ModelingTreasury Management KnowledgeBalance Sheet ReconciliationData Integration MindsetClient-Facing SkillsEntrepreneurial MindsetProduct MindsetCommunication Skills

Required

Municipal Finance Expertise: Experience working within county, municipality, or state finance, including direct experience building financial forecasting models from scratch (12-month rolling cash flow forecasts, multi-scenario modeling, sensitivity analysis, and treasury management/excess cash investment decision support)

Advanced Financial & Technical Skills: Advanced Excel/financial modeling to build complex, multi-tab forecasting models with dynamic formulas, scenario toggles, and visualization

Balance sheet reconciliation and cash flow analysis to tie out fund balances, identify discrepancies, and ensure model accuracy

Treasury management knowledge of cash management strategies, investment vehicles (ICS accounts, CDs, money market funds), liquidity management, and collateralization requirements

Data integration mindset for working with messy data exports, cleaning/standardizing data from multiple sources, and documenting data flows for future automation

Preferred

Client-Facing & Communication Skills: Consultative approach with track record of building trust with finance executives, communicating complex concepts to varied audiences, presenting to senior government officials and leadership, navigating public sector processes, and uncovering needs through active listening

Entrepreneurial & Product Mindset: Systematic thinking to document and scale manual processes, comfort with ambiguity and scrappy independent execution, product intuition for Excel-to-MVP transition, with prior startup/innovation experience as a strong plus