Senior Financial Analyst chez None

A Brief Overview

Reporting to the Assistant Vice President, the Senior Financial Analyst will provide assistance and support with activities related to analyzing, researching, underwriting and closing LIHTC investments. The Senior Financial Analyst should demonstrate strength in quantitative analysis and financial modelling with a focus on detail, and possess an analytical orientation and the initiative to work in a fast-paced environment in a reliable manner. The Senior Financial Analyst will present work to colleagues, management and other internal teams including acquisitions, tax, accounting, and asset management departments.

What you will do

• Develop and maintain financial models to support the investment analysis of various new investment opportunities.
• Maintain financial models to support the management and oversight of current investments.
• Drive qualitative and quantitative research efforts to support all analyses.
• Research federal and state tax credit programs.
• Develop and maintain up to date knowledge and IRS rules of developments in affordable housing and real estate.  Assist building and keeping database for the latest federal and state tax regulations
• Review audit, cost certifications, cost segregation studies, and 8609s.
• Assist tax related questions/requests from investors.
• Distills and analyzes crucial financial information relevant for the entire portfolio.
• Make substantial contributions to analysis that will inform the firm’s investment decisions
• Review partnership tax returns of operating partnerships and fund level entities
• Assist in the training of junior staff.

Qualifications

• An undergraduate/graduate degree with a focus in Finance, Accounting, Business Administration, Mathematics, or related discipline.
• 2-4 years Two to four years’ in the financial industry preferably in infrastructure, real estate, affordable housing, or public accounting (tax) a plus.
• Knowledge of real estate terminology and concepts preferred; basic knowledge of LIHTC a plus.
• Knowledge of tax credit investment programs and related state and federal regulations, including the, Internal Revenue Service (IRS) regulations, Low Income Housing Tax Credit (LIHTC), and other tax credit regulations.
• Demonstrated ability to work productively and accurately in a fast-paced environment with multiple projects and stringent deadlines
• An aptitude for finance and a basic understanding of the overall capital structuring of real estate acquisitions.
• Ability to analyze and interpret general business periodicals, professional journals, technical procedures, and industry guidelines.
• Ability to perform financial analysis including cash flow and cash waterfall modelling, IRR analysis and capital structure analysis.
• Strong presentation skills and the ability to respond to questions from groups of managers, internal stakeholders, and clients.
• Ability to maintain confidentiality.
• Ability to maintain big picture focus while attending to detailed work and providing thorough documentation.
• Ability to analyze financial statements, pro formas, construction loan documents, legal documents, partnership agreements, real estate and company valuations, and discounted cash flow analyses
• Proficiency in MS Windows including MS Excel, Word, PowerPoint; experience in programming and statistical modeling a plus.
• Willingness to work extended hours as required.
• Requires a detail orientated, independent thinker who can be a part of a team and demonstrates knowledge of accounting practices and procedures.
• Must demonstrate excellent written and verbal communication skills and interpersonal skills, particularly the ability to communicate effectively with all levels of management and industry professionals.
• Able to independently manage time effectively in-order to efficiently work on varied and concurrent projects with conflicting deadlines.
• Ability to solve practical problems and analyze a variety of concrete variables where only limited standardization exists.

Compensation

We are committed to offering competitive and equitable compensation. The hiring range for this position is generally between $85,000 - $110,000, exclusive of fringe benefits or potential bonuses. This position is also eligible for a performance bonus. Final salaries will be determined based on factors such as geographic location, skills, education, licenses, certifications, and/or experience. In addition to these factors – we believe in the importance of pay equity. Please keep in mind that the range mentioned above is the general Hiring Range for the role. Hiring at the top of the range is reserved for exceptionally qualified candidates. We consider internal and external factors as a part of every final offer. We also offer a generous total compensation and benefits package.

Benefits

A competitive salary is only one part of your total rewards. We also offer a comprehensive benefits package, including paid time off, medical, dental, life and disability insurance, HSA/FSA accounts, retirement, rewards programs, and so much more!


You must be able to pass a drug, background screen and physical abilities test/motor vehicle record check (if one is required per the position).


EEO/ADA
The Company and its affiliates provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

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