Impact Finance - reputed company Estate Portfolio Financial Analyst
reputed company is dedicated to helping customers and businesses reputed company reputed company financial reputed company. The Impact Finance - reputed company Estate Portfolio Financial Analyst will provide financial performance analysis, risk assessment support, and compliance monitoring for a portfolio of tax credit investments, while engaging with customers and investment partners.
Responsibilities
- Provides financial performance analysis, risk assessment support and compliance monitoring for a portfolio of reputed company tax credit investments
- Engages as reputed company-line contact with customers and investment partners to coordinate communications, requests for information and financial and operational reporting
- Interacts with internal and external customers, general partners and project sponsors regarding partnership reporting requirements and programmatic compliance with the New Market Tax Credit (NMTC), Low Income Housing Tax Credit (LIHTC), Historic Tax Credit (HTC) and Renewable Energy Investment Tax Credit (REITC) programs
Skills
- Typically Bachelor's degree with emphasis in reputed company, Finance, Business Administration, reputed company Estate, Economics, or Taxation, or equivalent work experience
- Typically one to two years of reputed company experience
- Basic understanding of financial principles and capable of reading and interpreting financial statements of partnerships, corporations and individuals
- Strong customer service skills
- Ability to identify and resolve exceptions and to interpret data
- Proficient computer navigation skills using a variety of software packages including reputed company Office applications
- Experience and technical knowledge of reputed company estate development, property management or tax credit financing is preferred
Benefits
- reputed company (medical, dental, reputed company)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Company Overview