Financial Planning and Analysis Manager

Responsibilities Performs and supports deal level financial and profitability modeling including; deal input, IRR analysis, deal structuring, issue resolution, model customization for unique deal structures, and financial quality control, with proficiency in Excel. Serve as a critical deal team member during the origination, underwriting, closing, and asset management process. Provide ongoing technical support, training, and issue resolution, along with an ability to explain and troubleshoot complex formulas and dependencies. Provide highly responsive financial support to internal relationship managers, underwriters, and asset manager stakeholders to meet deal timelines and exceed customer expectations. Collaborate with external customers, accountants, and legal counsel to effectively structure, develop, and manage deal closing projections, with knowledge of database management and the ability to work with large datasets to extract, clean, and analyze data. Collaborate cross-functionally to connect financial information with Impact Finance syndication investment funds through timely communication, technology innovation, and financial process improvement, leveraging advanced Excel skills and programming languages for data analysis and automation. Effectively communicate and synthesize inputs, outputs, and key assumptions within a financial model to various financial and non-financial stakeholders, using data visualization tools to create and present reports and dashboards. Efficiently prioritize and complete a multitude of complex analysis and modeling projects, often on short timelines, with strong project management skills and the ability to multi-task on numerous projects simultaneously. Requirements Bachelor's degree and six or more years of related experience OR MBA/JD with three or more years of directly related experience Strong analytical skills and proficiency in Excel, including the ability to manipulate, design, and troubleshoot complex Excel underwriting spreadsheets. Ability to multi-task on numerous projects and tasks simultaneously, with strong project management skills. Effective communication and teamwork skills, with the ability to work collaboratively in a team environment. Experience with credit analysis, debt structuring, and partnership modeling. Excellent verbal and written communication skills with experience explaining financial concepts to a wide range of stakeholders and customers. Detailed understanding of deal profitability metrics, IRR, Shareholder Value Analysis and financial drivers. Bachelor’s degree in business, accounting, economics, mathematics, finance, or a related field. CPA or Master’s degree preferred. At least 6 years of experience in underwriting, structuring real estate projects, and credit analysis, with specific knowledge of tax issues impacting limited partnerships and Section 42 projects highly preferred. #J-18808-Ljbffr