464 Analyst Role jobs in Butner

Financial Analyst

27560 Morrisville, North Carolina Toll Brothers Inc

Posted 1 day ago

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Job Description

Toll Brothers, America's leading builder of luxury homes seeks a Financial Analyst for our office located in Morrisville, North Carolina. What is the opportunity? The Regional Financial Analyst is responsible for managing proformas, supporting the bu Financial Analyst, Financial, Analyst, Sales Leader, Construction, Banking

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Financial Analyst

27565 Oxford, North Carolina Granville Health System

Posted 2 days ago

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Job Description

Position Summary:

Under the direction of the Controller, the Financial Analyst is responsible for participating in the preparation of the annual budget, financial statements, statistical reports, and other financial information, as assigned.

Duties:

Responsible for the preparation of the annual operational budget. This includes statistical, revenue, and expense forecasting, allocation of departmental expenses, and consolidation for presentation. Also includes data management within the accounting system, monthly financial reports, departmental responsibility reports, and other financial reports as identified.
Assist with generating and developing supporting schedules and documentation as part of month-end close, annual financial statement audits, cost report preparation. Also responsible for generating reports, compiling support data and responding to information requests from internal and external stakeholders.
Responsible for oversight and assistance with month-end close processes. This includes analysis of trends of statistics, revenue and expenses. Responsible for accurate preparation of reconciliations, accruals, journal entries, and other information as needed. Will guide, review, and approve accounting staff reconciliations and journal entries as part of month-end closing.
Responsible for accurate preparation and reporting of weekly, monthly, quarterly, and annual reports as needed by management.
Serves as a key resource to support the departmental functions and assist the accounting staff.

Skills/Critical Competencies: Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Attention to detail to ensure accurate and timely information.
Understanding of how to communicate difficult/sensitive information, tactfully to all levels of staff within the organization.
Proficiency in data analytics and technology such as all Microsoft tools.
Self-directed and motivated; ability to work independently on most projects and prioritize tasks.
Knowledge of hospital accounting
Excellent written and oral communication skills, including analysis, preparation and report presentation.
Ability to plan, budget, manage, and implement small projects with minimal direction by management.
Proven ability to handle sensitive and confidential information with discretion and integrity.
Demonstrates solid analytical and problem-solving skills.

Required:

Associate Degree in Accounting, Finance, or Related Field
2-3 years of Prior Accounting Experience

Preferred:

Bachelor's Degree in Accounting, Finance, or Related Field
5 or more years of Prior Accounting Experience
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Financial Analyst III

27703 Durham, North Carolina Duke University

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Job Description

This Financial Analyst III position is responsible for analyzing, modeling, and supporting the allocation and management of institutional funds across clinical, research, and academic missions within Duke. This role provides critical financial insigh Financial Analyst, Financial, Analyst, Accounting, Operations, Banking, Healthcare

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Financial Analyst - REMOTE

27601 Raleigh, North Carolina Ryder

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Job Description

Financial Analyst

The Financial Analyst will provide financial and analytical support to Senior Financial Management, Group FMS Managers, and FMS Managers. The Financial Analyst will:

  • Provide month-end closing including journal entries as necessary to re-class revenue/expenses; explanations of variances vs. forecast/annual plan; general ledger research to ensure all possible billing opportunities are captured
  • Work closely with Director of Operations, Director of Sales, and Director of Rental to identify and recommend opportunities for cost/productivity improvements
  • Include forecasting, business planning, and branch performance analysis
  • Provide financial training to Business Unit staff, including policies, procedures, and financial tools
  • Act as Business Unit liaison with Ryder's Shared Services Center and Ryder's Corporate Accounting group

The Financial Analyst will also:

  • Perform other duties as assigned
  • Follow up with tracking/reporting/further recommendations

The Financial Analyst should have:

  • Ability to effectively communicate with all levels of management
  • Skillful at problem solving, self-motivated, and able to prioritize work load
  • Ability to think and plan in a proactive and innovative manner
  • Motivated self-starter, able to work with minimal guidance when necessary
  • Strong interpersonal skills, particularly the ability to communicate complex financial/operational information to various levels to the organization, from Vice Presidents to shop Service Managers

Qualifications:

  • Bachelor's degree required in business administration, finance, accounting, or related field
  • Two to four years in Finance, Accounting, or Operations, preferred

Travel: 10-20%

DOT Regulated: No

Job Category: Financial Analysis

Compensation Information: The compensation offered to a candidate may be influenced by a variety of factors, including the candidate's relevant experience; education, including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc. The position may also be eligible to receive an annual bonus, commission, and/or long-term incentive plan based on the level and/or type. Compensation ranges for the position are below:

Pay Type: Salaried

Minimum Pay Range: $65,000.00

Maximum Pay Range: $80,000.00

Benefits Information: For all full-time positions only: Ryder offers comprehensive health and welfare benefits, to include medical, prescription, dental, vision, life insurance, and disability insurance options, as well as paid time off for vacation, illness, bereavement, family and parental leave, and a tax-advantaged 401(k) retirement savings plan.

Ryder is proud to be an Equal Opportunity Employer and Drug Free workplace. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Important Note: Some positions require additional screening that may include employment and education verification; motor vehicle records check and a road test; and/or badging or background requirements of the customer to which you are assigned. Security Notice for Applicants: Ryder will only communicate with an applicant directly from a @ryder.com email address and will never conduct an interview online through a chat type forum, messaging app (such as WhatsApp or Telegram), or via an online questionnaire. During an interview, Ryder will never ask for any form of payment or banking details and will never solicit personal information outside of the formal submitted application through Should you have any questions regarding the application process or to verify the legitimacy of an interview or Ryder representative, please contact Ryder at or .

Current Employees: If you are a current employee at Ryder, please log in to Workday to apply using the internal application process.

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Senior Financial Analyst

27601 Raleigh, North Carolina Highmark Health

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Job Description

Company :

Highmark Inc.

Job Description :

JOB SUMMARY

This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

ESSENTIAL RESPONSIBILITIES

  • Communicate effectively. Display effective communication skills.

  • Coordinate with other departments, locations, and divisions.

  • Communicate with other departments and/or outside agencies to resolve problems.

  • Communicate with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

  • Advise management of expected outcomes, and recommending ways to improve the outcomes.

  • Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.

  • Communicate with Management as to project status and completion deadlines.

  • Perform financial and business related analysis.

  • Analyze, evaluate and interpret appropriate financial and statistical data.

  • Develop and/or document business policies, conducts special financial and business related studies and cooperate with other departments in the preparation of analyses.

  • Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.

  • Analyze financial reports and records.

  • Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.

  • Advise management of expected outcomes, and recommend ways to improve the outcomes.

  • Independently pursue fundamental problem solving and documents the recommendations to management.

  • Facilitate analysis and reporting

  • Utilize computer to input, retrieve or display accounting information.

  • Develop and maintain spreadsheets and databases.

  • Utilize PC and/or mainframe based systems and software, compile and prepare reports, graphs and charts of data developed.

  • Serve as a project lead for special projects within the department.

  • Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.

  • Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

  • Make recommendations based on findings when necessary.

  • Other duties as assigned or requested.

QUALIFICATIONS

EDUCATION

Required

  • Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree

Preferred

  • None

EXPERIENCE

Required

  • 5 - 10 years of relevant, progressive experience in Accounting and/or Finance

  • Experience with various computer applications to include MS Excel and/or MS Access

Preferred

  • Prior pharmacy experience with a pharmacy benefit manager (PBM), consultant, pharmacy provider, or another organization specializing in pharmacy

LICENSES or CERTIFICATIONS

Required

  • None

Preferred

  • None

SKILLS

  • Strong written and oral communication skills

  • Strong relationship building skills

  • Client focused with strong business acumen

  • Self-starter with the ability to work under pressure independently and as part of a team.

  • Ability to think strategically and act proactively to create strong trust and confidence with business units

  • Strong innovative problem-solving capabilities

Language (Other than English):

None

Travel Requirement:

0% - 25%

PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS

Position Type

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Never

Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement : This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Companys Handbook of Privacy Policies and Practices and Information Security Policy.

Furthermore, it is every employees responsibility to comply with the companys Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

Pay Range Minimum:

$57,700.00

Pay Range Maximum:

$107,800.00

Base pay is determined by a variety of factors including a candidates qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets.

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.

For accommodation requests, please contact HR Services Online at

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Req ID: J256334

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Financial Analyst II

27601 Raleigh, North Carolina First Citizens Bancshares, Inc.

Posted today

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Job Description

The Financial Analyst II - Stress Testing position supports the team responsible for Credit Loss Stress Testing production and execution of the Banks Residential Portfolios. This team manages the credit loss portions of the banks annual CCAR Stress Financial Analyst, Financial, Analyst, Project Management, Banking, Risk

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Senior Financial Analyst

27601 Raleigh, North Carolina Red Hat

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Job Description

Revenue Reporting Manager

Manage Red Hat's revenue reporting database, ensuring accurate data that includes custom business logic through SQL and Python scripts. Migrate and maintain revenue data through system changes such as JDV to Starburst.

*Telecommuting permitted: work may be performed within normal commuting distance from the Red Hat office in Raleigh, NC.

What You Will Do:

  1. Create standard SQL queries for use by FP&A team to extract consistent data from revenue database.
  2. Develop and publish Tableau dashboards for analysis by FP&A leadership and regularly ensure that dashboards are up to date and accurate.
  3. Provide monthly and quarterly close reporting on revenue performance, monitoring variances, identifying trends and recommending actions to management.
  4. Assist FP&A leadership in regular ad hoc questions from IBM and Red Hat leadership.
  5. Utilize FP&A reporting tools such as DBeaver, Tableau and OneStream to load and share revenue team's monthly forecast with corporate finance team.
  6. Prepare and conduct presentations to management demonstrating company revenue performance and trends.
  7. Analyze pipeline bookings data and apply appropriate software accounting principles to forecast deal level revenue.

What You Will Bring:

  • Bachelor's degree (U.S. or foreign equivalent) in Business Administration, Finance, Accounting or related field and five (5) years of experience in the job offered or related role.
  • Must have five (5) years of experience with: SQL; Developing and Publishing Tableau dashboards; and Python.
  • Must have four (4) years of experience with database management in Starburst and Redshift.
  • Must have two (2) years of experience with: Open Source Software revenue analysis; and Software Accounting, ASC 606.

The salary range for this position is $118,851 - $155,670. Actual offer will be based on your qualifications.

Red Hat determines compensation based on several factors including but not limited to job location, experience, applicable skills and training, external market value, and internal pay equity. Annual salary is one component of Red Hat's compensation package. This position may also be eligible for bonus, commission, and/or equity. For positions with Remote-US locations, the actual salary range for the position may differ based on location but will be commensurate with job duties and relevant work experience.

Red Hat is the world's leading provider of enterprise open source software solutions, using a community-powered approach to deliver high-performing Linux, cloud, container, and Kubernetes technologies. Spread across 40+ countries, our associates work flexibly across work environments, from in-office, to office-flex, to fully remote, depending on the requirements of their role. Red Hatters are encouraged to bring their best ideas, no matter their title or tenure. We're a leader in open source because of our open and inclusive environment. We hire creative, passionate people ready to contribute their ideas, help solve complex problems, and make an impact.

Red Hat's culture is built on the open source principles of transparency, collaboration, and inclusion, where the best ideas can come from anywhere and anyone. When this is realized, it empowers people from different backgrounds, perspectives, and experiences to come together to share ideas, challenge the status quo, and drive innovation. Our aspiration is that everyone experiences this culture with equal opportunity and access, and that all voices are not only heard but also celebrated. We hope you will join our celebration, and we welcome and encourage applicants from all the beautiful dimensions that compose our global village.

Red Hat is proud to be an equal opportunity workplace and an affirmative action employer. We review applications for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, age, veteran status, genetic information, physical or mental disability, medical condition, marital status, or any other basis prohibited by law.

Red Hat does not seek or accept unsolicited resumes or CVs from recruitment agencies. We are not responsible for, and will not pay, any fees, commissions, or any other payment related to unsolicited resumes or CVs except as required in a written contract between Red Hat and the recruitment agency or party requesting payment of a fee.

Red Hat supports individuals with disabilities and provides reasonable accommodations to job applicants. If you need assistance completing our online job application, email

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Financial Analyst III

27703 Durham, North Carolina Dukehealth.org

Posted 1 day ago

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Job Description

At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.

About Duke Health Integrated Practice

Pursue your passion for caring with Duke Health Integrated Practice, which comprises more than 110 primary and specialty outpatient clinics, extending the reach of Duke Health's mission across the state of North Carolina.

JOB LOCATION

DHIP Administrative Offices RTP - 4825 Creekstone Dr, Durham, NC

JOB SUMMARY

This Financial Analyst III position is responsible for analyzing, modeling, and supporting the allocation and management of institutional funds across clinical, research, and academic missions within Duke. This role provides critical financial insights and supports the development and implementation of funds flow methodologies that ensure alignment with strategic goals and operational efficiency. The Analyst will work collaboratively with clinical departments, central finance, and leadership to ensure transparency and accountability in financial decision-making.

JOB DUTIES AND RESPONSIBILITIES

  • Analyze and support the administration of funds flow models across clinical departments, research entities, and academic units.
  • Prepare detailed financial analyses and dashboards to inform leadership decisions regarding resource allocation.
  • Assist in the development and refinement of institutional and departmental funding methodologies.
  • Collaborate with finance, clinical operations, and academic affairs teams to gather and validate data on revenues, expenses, and key performance metrics.
  • Support the reconciliation of funds flow distributions and track utilization of allocated resources.
  • Document funds flow agreements and maintain accurate records of funding terms and departmental commitments.
  • Participate in budget planning and annual forecast processes related to funds flow components.
  • Prepare materials and presentations for executive leadership, board committees, and department chairs.
JOB ELIGIBILITY REQUIREMENTS
  • Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field. CPA is desirable.
  • Work requires a minimum of six years experience in financial management, cost accounting or a field directly related to specialized area of assignment.


Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
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Senior Financial Analyst

27560 Morrisville, North Carolina Pyxus International, Inc.

Posted 1 day ago

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Job Description

Job Description

The Senior Analyst, Finance Operations and Sales will report to the Senior Manager, Commercial Finance within the FP&A department, will work closely with regional operations teamand partner extensively with Pyxus senior leadership on all operations finance matters. The main responsibilities for this role will include but are not limited to, budgeting and forecasting, financial modeling and simulations, strategic planning, and reporting of key operating benchmarks.

The primary responsibilities of the Sr. Analyst, Finance Operations and Sales will be to create financial and strategic metrics to support the organization and assist with driving business performance by providing financial analysis and planning. This function will act as the analytical engine of the company to provide insight and help support optimal business decision-making, performance benchmarking and connection with strategic pillars. The candidate will interact with analytics and data visualization team, worldwide regional operations and other financial departments acting as a liaison between Operations and Finance. The successful candidate will be viewed as a value-added business partner to the business unit leadership and at the corporate level.

The successful candidate must have the ability to function in a matrixed environment at a broad-based, strategic level while being capable of driving detailed, tactical execution.

Responsibilities

Analytics & Strategy
  • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, conversion costs and expenses in order to provide insights for looking forward scenarios. The objective is to transition discussions from explaining what happened or why it happened to what might happen.
  • Leverage company ERPs and systems to gather data that can be used to drive insights on financial performance.
  • Develop internal and external benchmarks that create regions, customers and industry/peer group comparisons.
  • Region and countries analytics on return of capital.
  • Oversee and keep track of capital investments and budgets, along with following up on how the business is performing against original business cases.
  • Work with a Business Intelligence Tool and Data Visualization team to create value added dashboards that can be utilized by management.
  • Take partial ownership and assist FP&A on Long Range Plan implementation on potential triggers and scenario planning.
  • Develop financial models and analyses to support the company's strategic initiatives including M&A projects.
  • Provide management with Board of Directors updates on a monthly and quarterly meeting with relevant and timely information.
Sales and Operations Support
  • Create Sales and Operations forecasting reports and ad hoc financial analysis to identify key business drivers.
  • Maintain and improve Conversion Costs tools and assumptions.
  • Create detailed customer analytics using internal and external data that drive improved business decisions resulting in increased operating performance.
  • Provide operational perspective to the annual operating budgets and long-term financial plans.
Qualifications
  • Bachelor's degree in Business Administration, Finance or Economics;
  • Three years of experience in a similar global FP&A role;
  • Proficient in Excel and PowerPoint;
  • Previous experience with developing data visualization tools such as PowerBI;

Strong quantitative and analytical problem-solving skills;
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Senior Financial Analyst

27601 Raleigh, North Carolina Harmony Housing Affordable Development

Posted 1 day ago

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Job Description

Harmony Housing Affordable Development Inc. ("HHAD") is among the largest real estate developers of affordable rental housing in the United States. Our mission is to positively impact communities by creating and preserving quality affordable housing for low wealth households. HHAD is a wholly owned subsidiary of Harmony Housing, a 501c3 not-for-profit owner and operator of affordable housing.

Our fast-growing organization is currently seeking a detail-oriented and experienced Senior Financial Analyst to join the expanding Finance team and who will be an integral part of the growth of HHAD's affordable housing development business. The ideal candidate will be responsible for managing the financial aspects of affordable housing projects, ensuring compliance with regulatory requirements, and providing accurate financial reporting to stakeholders. This position works in close coordination with HHAD's Accounting, Business Development, Construction, Development, and Executive teams and is based in our Raleigh, North Carolina office, reporting to the Director of Finance.

This position will be responsible for leading all efforts related to underwriting, financing, and closing transactions for the Company's multi-family affordable development platform (new construction, rehabilitation, mixed-use, and Rural Development ("RD")). The Senior Financial Analyst will perform financial analyses of development opportunities and regularly interface with external development partners, as well as lenders, syndicators, equity investors, and various government agencies. This position requires a great deal of autonomy and accountability, along with strong experience in financial analysis, low-income housing tax credits, critical thinking and problem solving, negotiating, networking, and teamwork.

Primary Duties and Responsibilities:

  • Project Finance :
    • Support the execution of the multi-family affordable development platform by leading efforts related to underwriting, financing, and closing projects
    • Collaborate with a cross functional Project Team (Finance, Development, and Construction) to successfully execute on multiple development projects at a time
    • Facilitate the collection, organization, review, and analysis of financial due diligence materials
    • Prepare, update, and maintain detailed project-level and portfolio-level financial models using Excel macros and various data analysis techniques
    • Prepare financial analyses and supporting materials for presentations to senior leadership, Investment Committee, external development partners, and other stakeholders
    • Provide regular status reports on projects to senior leadership
    • Monitor and drive project schedules to ensure financial milestones are achieved as scheduled
    • Track pre-development costs and cash needs for assigned projects
    • Lead efforts to raise debt and equity by preparing investment packages, soliciting proposals from potential lenders and investors, responding to questions, and negotiating terms
    • Identify potential sources of soft funding and be able to update financial models with the unique associated financing terms
    • Work closely with the Development Team to prepare applications for tax credits, tax-exempt bonds, and other sources of funds
      • Assist in monitoring project budgets, ensure development sources and uses remain balanced, and provide insights into cost management and financial performance
      • Participate in project meetings and contribute to financial decision-making processes
    • Prepare closing draws and facilitate project financial closing and funding requests; review closing statements for accuracy
  • Regulatory Compliance :
    • Ensure continuous adherence to local, state, and federal regulations (including state QAPs) related to affordable housing financing and reporting
    • Review project partnership and financial documents and ensure funding terms and conditions are consistently maintained
  • Stakeholder Engagement :
    • Effectively and timely communicate with bank representatives, lenders, investors, housing agencies, market analysts, appraisers, auditors, clients, and other external deal participants
    • Establish, cultivate, and maintain strategic relationships with potential and existing partners, brokers, institutional and equity partners, owners, lenders, and other key stakeholders in various markets
    • Lead meetings with external clients, financial partners, as well as government agencies and pertinent officials as may be needed
    • Collaborate with financial analysts, developers, project managers, and other stakeholders to provide financial insights and support
  • Team Leadership :
    • Foster a collaborative environment that encourages continuous improvement and innovation
    • Identify and implement process improvements to enhance the efficiency and effectiveness of the Finance and Underwriting functions
    • Stay updated on industry trends and best practices in affordable housing finance
    • Ensure individual and departmental goals and objectives are achieved
Experience, Skills, and Abilities Required:
  • Bachelor's degree in accounting, business, finance, real estate, mathematics, or a related field; Master's degree a plus
  • Minimum of three (3) years of progressive professional experience with a successful track record in real estate development, real estate finance, or low-income housing tax credit syndication, with an in-depth understanding of real estate fundamentals and transaction structuring
  • Exceptional financial modeling skills with the ability to create, update, maintain, understand, and audit complex financial models using Microsoft Excel (advanced levels)
  • Experience reviewing real estate financial information (operating statements, rent rolls, audits, loan documents, etc.); ability to process information including gathering, assessing, coding, organizing, auditing, and verifying data
  • Experience in advanced multi-family real estate underwriting with LIHTC and tax-exempt bond financing, FHA mortgage insurance programs, as well as Agency debt products (Fannie/Freddie), and familiarity with other affordable housing funding programs and compliance regulations
  • Demonstrated excellent analytical, problem-solving, and decision-making skills
  • Ability to recognize and mitigate investment risks
  • High-energy, accurate, organized, highly detailed, and results-oriented professional with demonstrable ability to successfully manage multiple projects and successfully work under pressure of strict deadlines
  • Excellent written and oral communication skills with an ability to clearly and concisely express ideas, thoughts, and concepts in writing and verbally
  • Strong financial and analytical skills, as well as advanced computer skills (Microsoft Office Suite, Adobe, SharePoint, and SmartSheets and other similar programs)
  • Ability to handle daily responsibilities and projects with minimal direction, while also working in close collaboration with a team to provide solutions where needed
  • Ability to maintain a "big picture" focus while attending to very detailed work and providing thorough documentation
  • Resourceful, flexible, and maintain the ability to react and respond quickly towards positive outcomes
  • Strong personal standards and values consistent with HHAD's core values (entrepreneurial, integrity, caring, and excellence)

A satisfactory background check will be required as part of the selection process.

At Harmony Housing Affordable Development, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Harmony Housing Affordable Development is an EEO employer.

This job description is not inclusive of all responsibilities, skills, requirements, efforts or working conditions associated with this position. While this job description is intended to be an accurate reflection of the current position, management reserves the right to modify the position or to require that other or different tasks be performed when circumstances change. This job description replaces all previous descriptions for this position.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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