Strategic Finance Analyst - Drive Affordable Housing Growth

Self-Help Services Corp; Durham (NC); Presencial; USD 72.000 - 109.000; Jornada completa

Descripción de la vacante

Self-Help Services Corp. in Durham, NC seeks a Strategic Finance Analyst to build and maintain financial models, analyze investments, and support strategic initiatives within affordable housing initiatives.

You will work with leadership to analyze pricing, staffing, and capital decisions, while ensuring rigorous documentation and governance. This role requires independence, strong Excel skills, and a commitment to the mission of expanding economic opportunity.

Formación

• Bachelor's degree in finance, economics, data analytics, accounting, business or related field preferred and 2 years of experience in finance, consulting, data analytics, or financial planning and analysis.
• Masters degree or advanced certification (CFA Charterholder, CPA, FRM) and 4+ years of experience preferred.
• Advanced Microsoft Excel skills and basic understanding of financial forecasting and investment analysis.
• Strong data analysis skills, including the ability to extract, transform, and analyze data from various source systems and databases.
• Strong commitment to the organization’s mission of creating economic opportunity for underserved communities.
• Demonstrated initiative, follow through, and ability to work independently.
• Excellent communication skills and the ability to build strong working relationships.
• Keen attention to detail and strong organizational skills.

Responsabilidades

• Create, improve, and maintain financial projection models for the organization.
• Develop tools that enable organization and team-level leaders to analyze investment, staffing, pricing, and other financial decisions.
• Support financial analysis related to mergers, investments, and other strategic initiatives, including ad hoc modeling and due diligence support.
• Analyze loan product pricing relative to cost of funds, competitive benchmarks, and profitability expectations.
• Prepare clear recommendations and present findings to senior leaders and relevant committees.
• Independently back‑test assumptions used by Self-Help teams in financial models, forecasts, and strategic proposals.
• Identify key drivers of variance between projected and actual results and recommend improvements to forecasting methodologies and financial models.
• Maintain documentation of assumptions, methodologies, and validation outcomes for internal governance.
• Identify material variances between approved financial assumptions and actual operating results, and summarize impacts to sustainability, break-even expectations, and funding alignment.
• Assist with market research and asset management related to our multifamily affordable housing preservation efforts.
• Underwrite potential multi-family acquisitions and preservation opportunities while fostering relationships within the affordable housing community, including sellers, brokers, investors, and peers.

Conocimientos

Advanced Excel

Forecasting basics

Investment analysis

Data analysis

Communication skills

Independent work

Presentation to leadership

Educación

Bachelor's degree in finance or related field

Master's degree or CFA/CPA/FRM

Descripción del empleo

Self-Help Services Corp. in Durham, NC seeks a Strategic Finance Analyst to build and maintain financial models, analyze investments, and support strategic initiatives within affordable housing initiatives.

You will work with leadership to analyze pricing, staffing, and capital decisions, while ensuring rigorous documentation and governance. This role requires independence, strong Excel skills, and a commitment to the mission of expanding economic opportunity.