Senior Financial Analyst

Sr. Financial Analyst

The primary purpose of the Sr. Financial Analyst is to oversee and manage staff related to the organization-wide audits and budgets in support of the development, implementation, and management of HOME's operating, capital, and development programs. The Audit and Budget Manager collaborates with internal staff and external agencies in order to meet HOME's program goals and objectives.

Duties:

• Prepare and develop HOME's audit objectives, plans, and scope by reviewing available information and conducting research
• Design, implement, and administer internal audit procedures and risk assessment processes.
• Ensure that contracted property management companies comply with annual requirements, monthly financial statement reporting, and quarterly reporting.
• Will be responsible for auditing these activities monthly.
• Ensure that HOME and property management audits are completed accurately and submitted within deadlines.
• Ensure that HOME and property management annual budgets are completed accurately and within internal deadlines.
• Assist in the review of financial data, prepare cost & cash analysis, identify cost and/or liquidity issues, and recommend course of action.
• Develop and report metrics and key performance indicators from monitoring and tracking budgets and cash position.
• Coordinate, prepare, implement and plan all budgetary activities for internal and external reporting entities.
• Provide long-range cash and financial planning that includes:
• Property asset planning and financial management;
• Annual budget monitoring, analysis, and reporting;
• Evaluation of mixed finance development compliance with applicable regulations; and
• Related legislative monitoring, analysis and reporting.
• Lead training programs geared at developing property management, or other Agency staff, in the budgeting process and interpretation.
• Manage budget data entry into internal systems.
• Perform statistical analysis of cash flow and budgets.
• Ensure compliance with internal controls, policies and procedures in day-to-day activities Monitor and evaluate budgets and cash flow for appropriateness and ensure fiscal solvency and accountability.
• Provide outstanding customer service and partner with cross-functional teams to solve business challenges and implement agency initiatives.
• Resolve escalated issues from internal stakeholders and/or business partners.
• Establish and maintain effective working relationships with a diverse group ranging from the Agency's Finance department, cross-departmental employees, and external stakeholders.
• Develop, implement, and maintain systems and procedures aimed at improving quality and efficiency, and ensuring adherence to Agency policies and procedures.
• Mitigate operational risks by recommending, implementing, and updating procedures as needed.
• Coordinate the obtainment of IRS Form 8609 for HOME properties, by working on packages and requests from TDHCA.
• Responsible for other duties as assigned

Requirements:

• Bachelor's degree from an accredited college or university in business or accounting is required (MBA or CPA is considered a plus).
• Must have a minimum of four years' experience in auditing, budgeting, forecasting, cash planning and monitoring, and budget variance analysis.
• Must have a minimum of three years of direct supervisory experience.
• Previous direct working experience using ERP systems is highly preferred, specifically Yardi.
• Knowledge of chart accounts, general ledger, and internal control policies and procedures are required.
• Must have knowledge and direct work experience with GAAP and GASB.
• Must have direct working experience preparing ROI reports.
• Experience in real estate or construction is highly preferred.
• Must be highly proficient using the MS Office Suite (Excel. Word, PowerPoint and Outlook).
• Must have excellent customer and lender/equity service skills.
• Must have excellent communication skills and be able to communicate in a clear and concise manner, both oral and written.
• Must have strong interpersonal skills.
• Must be able to train and develop staff in and outside of the Finance Department.
• Must have the ability to effectively interact with all levels of internal employees and customers.
• Must be highly self-motivated and take initiative to drive performance.
• Must be a creative and strategic thinker and have strong problem solving and analytical skills.
• Must be solutions-oriented, innovative and resourceful.
• Must have the ability to champion teamwork by balancing staff and team goals.
• Must have the ability to work collaboratively and objectively, while exercising independent judgment.
• Must be detail-oriented and focused on accuracy.
• Must have the ability to evaluate data and maintain records in an organized manner.
• Must be able to maintain professionalism while under pressure, due to multiple demands and deadlines.
• Must have the ability to analyze, review, and complete reports within specific deadlines.
• Must have the ability to prioritize and organize project initiatives to achieve optimal use of time and meet deadlines.