Financial Analyst

Kids for the Future; Irvine (CA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

401k match

Life insurance

Long-term disability

Job summary

Kids for the Future is seeking a Finance/Real Estate analyst in Irvine to support the Originations department. You will input financial data, update the financial model, and prepare letters of understanding for each deal.

Responsibilities include coordinating with teams, compiling due diligence, and producing monthly analysis charts to drive decisions. A 4-year degree and 2–3 years of relevant experience are required.

Qualifications

• 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.

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
• 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

Skills

Attention to detail

Problem solving

Prioritization

Planning

Communication skills

Teamwork orientation

Education

Bachelor’s degree in Finance/Accounting/Business/Real Estate

2–3 years of relevant experience

Experience in financial analysis or real estate underwriting

Tools

Excel

Job description

• Location 17782 Sky Park Circle,Irvine, CA, 92614-6404,United States
• Base Pay $75,000.00 - $90,000.00 / Year
• Job Category Originations
• Employee Type FT Exempt
• Required Degree 4 Year Degree
• Manage Others No

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
• 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.

The above information is intended to describe the general nature and level of work being performed by employees assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required.

• WNC is an equal opportunity employer that is committed to a diverse and inclusive workforce that considers all qualified applicants without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
• WNC offers a competitive benefits package which includes medical, dental, and vision insurance, paid time-off, 401k match, life insurance, and long-term disability.

The compensation listed represents the expected salary for this position. A candidate's work experience and other job-related factors will also be considered.