Housing Data Analyst

Socket.dev; Baton Rouge (LA); On-site; USD 65,000 - 90,000; Full time

Job summary

Partners Southeast, the development arm of the East Baton Rouge Parish Housing Authority, seeks a Housing Data Analyst to support the LIHTC portfolio. You will review financial statements, budgets, and audits, and build dashboards to improve financial and operational performance across properties.

You will also support development activities with data preparation, financial schedules, and underwriting inputs, coordinating with finance and development teams to advance projects through the

Qualifications

• Bachelor's degree in finance, accounting, real estate, business administration, or a related field.
• Experience reviewing or analyzing financial statements, budgets, or audits.
• Strong financial and analytical skills with spreadsheets and reporting proficiency.
• Familiarity with HUD programs and affordable housing compliance preferred.

Responsibilities

• Review property-level financial statements, budgets, and audits to assess performance and variances.
• Prepare recurring and ad hoc financial reports, schedules, and dashboards for housing and finance leadership.
• Monitor portfolio performance against budget and flag issues for leadership review.
• Support development activities through financial schedules, reports, and data for projects in the pipeline.

Skills

Financial analysis

Budgets & audits

Reporting & dashboards

Stakeholder communication

Education

Bachelor's degree in finance/accounting/real estate/business

Tools

Excel

Reporting tools

Job description

Description

For the past 20 years, Partners Southeast (Partners) has sought to use affordable housing as a vehicle to make a measurable impact in Education, Economic Opportunities, and Health & Wellness in communities throughout the Southeast. As the development arm of the East Baton Rouge Parish Housing Authority, Partners creates impactful economic opportunities by making strategic investments in Housing, People, and Neighborhoods. Partners is a growing organization with a development portfolio that includes approximately 1,000 units in various stages of development.

Job Summary

The Housing Data Analyst is responsible for providing financial and data analysis in support of the organization's affordable housing portfolio, with a primary focus on Low-Income Housing Tax Credit (LIHTC) properties. This role reviews property financial statements, budgets, and audits, prepares reports and dashboards, and recommends solutions to improve the financial and operational performance of the portfolio. The Analyst also supports development activities through data preparation, financial schedules, and reporting that advance projects in the development pipeline.

Key Responsibilities:

Financial Analysis and Reporting

• Review property-level financial statements, operating budgets, and audits to assess performance and identify variances.
• Prepare recurring and ad hoc financial reports, schedules, and dashboards for housing and finance leadership.
• Monitor property and portfolio performance against budget and flag issues for leadership review.
• Conduct financial analysis to support cash flow, capital needs, and portfolio planning.

Data Analysis and Recommendations

• Analyze property and portfolio data to identify trends and recommend solutions that improve financial and operational outcomes.
• Compile and maintain data sets that support long-term portfolio and development planning.
• Develop and maintain reporting tools and dashboards to improve visibility into portfolio performance.

Development Support

• Support development activities through preparation of financial schedules, reports, and data needed for projects in the development pipeline.
• Assist in assembling information for project underwriting, funding applications, and feasibility analysis.
• Coordinate with development teams to provide data and analysis during transitions from development to stabilized operations.

Compliance and Stakeholder Reporting

• Assist in the preparation of investor, lender, and compliance reporting for LIHTC properties.
• Support tenant income certification, rent restriction, and regulatory reporting processes through accurate data and analysis.
• Partner with finance and accounting teams to support investor reports, compliance audits, and tax credit delivery updates.

Work Environment

• Occasional travel may be required for site visits and meetings.
• Fast-paced, mission-driven organization committed to creating positive impacts through affordable housing and community development.
• Other duties as assigned.

Compensation and Benefits:

A competitive salary is offered, commensurate with experience, along with a comprehensive benefits package.

Requirements

QUALIFICATIONS AND KNOWLEDGE:

• Bachelor's degree in finance, accounting, real estate, business administration, or a related field. Relevant experience may substitute for education.
• Experience reviewing or analyzing financial statements, budgets, or audits.
• Strong financial and analytical skills, with proficiency in spreadsheets and reporting tools.
• Knowledge of affordable housing, LIHTC properties, or real estate development preferred.
• Familiarity with HUD programs and affordable housing compliance preferred.
• Exceptional problem-solving, analytical, and organizational skills.
• Proven ability to manage multiple priorities, meet deadlines, and communicate effectively with diverse stakeholders.

Partners Southeast and the EBRPHA are equal opportunity employers committed to creating a diverse workforce. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, service member status, amnesty or status as a covered veteran, or any other protected classification under applicable federal, state, and local laws.