Financial Planning Analyst – EXCLD (Affordable Housing Development)

Role Overview

Performs financial planning, underwriting, and financial analysis of requests for Low Income Housing Tax Credits, Community Development Block grant (CDBG), HOME, and other sources of funding assistance for affordable housing developments. Forms and manages relationships with development team, lending partners, public officials, and other related parties. Evaluates applications for new construction, rehab projects, and preservation; analyzes financial feasibility and public benefit.

What You Will Do

Underwrites and coordinates complex financial structures involving resources such as HOME or CDBG loans, low income housing tax credits, tax-exempt bonds, and Tax Increment Financing (TIF). Prepares clear underwriting and policy reports and recommendation memos that address feasibility, compliance, and impact/outcomes.

Why It Might Be a Fit

Assesses the properties long-term financial sustainability based on the review and analysis of audited financial statements and operational performance. Identifies key underwriting risks and proposes mitigations, conditions, and monitoring approaches in coordination with asset management as needed.

Requirements

• Graduation from an accredited college or university with a Bachelor’s degree in Finance, Business Administration, Accounting, Real Estate, Urban Planning, or a directly related field, plus three (3) years of experience in financial analysis, OR Graduation from an accredited college or university with a Master’s degree in Finance, Business Administration, Accounting, Real Estate, Urban Planning, or a directly related field, plus two (2) years of experience in financial analysis.

Benefits

• Dental insurance
• Vision insurance
• Paid holidays
• Vacation time
• Sick leave
• Retirement plan
• Health insurance

Tagged as: Financial Modeling