Senior Financial Analyst – Affordable Housing

Job Description:

• Own the process to breakdown and analyze P&L statements and rent rolls to provide strategic insights and recommendations.
• Analyze and interpret complex Regulatory Agreements
• Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
• Lead in creating the presentation of complex financial analyses providing strategic advice and actionable insights to clients.
• Will occasionally present and support analyses to clients.
• Review industry surveys and benchmarks, economic and demographic trends to identify opportunities and risks for clients.
• Active research, writing, and proofing of market intelligence for marketing materials.
• Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner.
• Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment.
• Utilize market intelligence to craft the story for the deal.
• Other duties as assigned.

Requirements:

• Must have direct LIHTC (Low Income Housing Tax Credit) experience.
• Strategic thinker with ability to look at situations from differing points of view; able to challenge decisions as appropriate; persuasive with details and facts.
• Comfortable taking charge and dealing with ambiguity to achieve successful outcomes.
• Excellent interpersonal skills with strong internal and external customer service skills.
• Must be organized, resourceful, flexible, task-oriented/driven to closure and can thrive under pressure.
• Ability to analyze and interpret complex Regulatory Agreements
• Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
• Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
• Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders.
• Strong work ethic with the ability to work independently and deliver results with minimal supervision.
• Ability to work effectively both as an individual and as part of a team are a must.
• Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
• Must be proficient in MS Office Suite (Outlook, Word, PowerPoint)
• Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.

Benefits:

• Monthly paid volunteer hours and donation matching to benefit our communities
• Employee Resource Groups that help you grow with us
• Fertility and family planning services
• Up to 12-weeks of fully paid parental leave
• Mental health care, including free counseling sessions:
• We'll help you fund your learning journey with generous tuition reimbursement
• Pet insurance discounts
• And more!

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