Financial Analyst

About the role

This position supports the Originations department by maintaining financial data, coordinating due diligence, and preparing internal documentation for low-income housing tax credit projects.

Responsibilities

• Input property level financial data to determine the initial viability of low-income housing tax credit projects (update as required by the Originator)
• Create Letters of Understanding (LOU) from WNC's financial model
• Attend company meetings, conferences, and developer meetings as needed
• Create for each state: a group email list from application and award lists
• Create Originations "Exceptions Chart" and WNC internal scoring sheet for each signed deal
• Maintain Originations calendar for department
• Collect and organize initial due diligence including, but not limited to, Developer Experience, Net Worth and Market Study
• Create, update, and distribute monthly analysis charts regarding operations of the Originations department
• Organize transportation of housing conference materials
• Update and organize Originations Pipeline as well as tracking of lost projects
• Assist Originations, Acquisitions, Syndications, and senior staff with special projects as needed

Qualifications

• Willingness to support the teamwork concept and help others
• Willingness to take ownership of the work and to initiate work (responsibility)
• Intermediate skill level of Excel
• Detail oriented with attention to accuracy and organization as it pertains to the WNC Financial Model and Letter of Understanding
• Ability to perform with a heavy workload generated by multiple Originators
• Demonstrated ability in problem solving, priority setting and planning
• Excellent verbal and written communication skills

Education & Experience

• Bachelor's degree in Finance, Accounting, Business, Real Estate, or a related field required
• Minimum of 2–3 years of relevant professional experience in finance, accounting, real estate, or a related field
• Experience involving financial analysis, financial modeling, real estate underwriting, or similar analytical responsibilities is preferred

Benefits

• Medical, dental, and vision insurance
• Paid time-off
• 401k match
• Life insurance
• Long-term disability