VP | Portfolio Management, Finance

Responsibilities

• Fund Management
• Oversee each fund's books and records
• Monthly reviews of cash activity, journal entries, and quarterly financial statement reporting
• Maintain compliance with investor deadlines
• Coordinate internal reviews and assemble capital call requests for investors
• Audit and tax return processes for lower-tier and upper-tier funds
• Review and approve audits and tax returns
• Modeling updates for tax credit projections and IRR calculations
• Finance Oversight for Portfolio Management
• Review and communicate with CPAs, general partners, and property managers regarding potential issues
• Update lower-tier modeling for individual scenarios
• Communicate with lower-tier general partners and property managers
• Provide guidance and assistance to support staff
• Relationship Management and Communication
• Accounting and tax updates relevant to the LIHTC industry
• Respond to investor requests
• Participate in calls with lower-tier general partners
• Provide financial expertise and guidance

Qualifications

• BS in Accounting
• At least 5 years of experience in public accounting
• Experience with affordable housing clients
• Excellent Excel and financial modeling skills
• Ability to balance competing priorities and tight deadlines
• Excellent written and verbal communication skills
• Commitment to company core values: Solve Creatively, Take Initiative, People First, Grow Together, and Be Authentic