Hybrid Financial Analyst for Affordable Housing

CREA, LLC; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

CREA, LLC is seeking a Financial Analyst to support its Underwriting team in Indianapolis, IN. The role involves underwriting, financial analysis, due diligence, reporting, data management, and special projects related to LIHTC investments.

You will analyze pro formas, market studies, appraisals, and engineering reports, while collecting and organizing transaction data and supporting documentation. Strong Excel skills and attention to detail are essential.

Qualifications

• Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Business Administration, or a related field.
• Strong knowledge of Microsoft Office, especially Excel, and a basic understanding of financial statements and business fundamentals.
• Strong analytical, organizational, communication, and problem-solving skills with close attention to detail.
• Ability to manage multiple assignments, adapt to changing priorities, meet deadlines, and collaborate effectively.
• Curiosity, initiative, a strong work ethic, and a desire to learn affordable housing finance and LIHTC underwriting.
• Candidate must have a valid driver’s license; up to 10% travel may be required based on business needs.

Responsibilities

• Provide support across the Underwriting team based on transaction volume, priorities, and resource needs.
• Organize, review, and analyze underwriting and due diligence materials, including pro formas, market studies, appraisals, and engineering reports.
• Collect, validate, maintain, and organize transaction data, supporting documentation, and underwriting files.
• Perform basic financial analysis and quality-control reviews using Microsoft Excel and company systems.
• Review and summarize income statements, balance sheets, cash flow statements, and real estate owned schedules.
• Assist with underwriting memoranda, investment summaries, committee materials, and presentation packages.
• Research developers, guarantors, markets, financing sources, and other transaction participants.
• Support assignment and milestone tracking, information requests, process improvements, and other special projects.

Skills

Financial analysis

Attention to detail

Communication

Multi-tasking

Education

Bachelor's degree in Finance/Accounting/Real Estate

Tools

Microsoft Excel

Job description

CREA, LLC is seeking a Financial Analyst to support its Underwriting team in Indianapolis, IN. The role involves underwriting, financial analysis, due diligence, reporting, data management, and special projects related to LIHTC investments.

You will analyze pro formas, market studies, appraisals, and engineering reports, while collecting and organizing transaction data and supporting documentation. Strong Excel skills and attention to detail are essential.