Financial Analyst

WNC & Associates; Irvine (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

401k match

Paid time off

Job summary

WNC & Associates in Irvine, CA seeks an analytical professional to input property level financial data and support the Originations department. You will prepare Letters of Understanding, populate schedules, and assist with due diligence and internal scoring for each deal.

The role demands Excel proficiency, strong communication, and the ability to manage multiple Originators' workloads, with a Bachelor's in Finance or Real Estate and 2–3 years of related experience.

Job description

• 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

Responsibilities

Brief Description

• 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
• Maintain Originations calendar for department
• 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

Requirements

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.

Benefits & Opportunities

• 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.