Financial Analyst

Financial Analyst

This position is onsite and only local candidates will be considered. Must be available for in-person interviews.

Position Summary

The Financial Analyst supports the financial performance of assigned departments through thorough analysis of financial results, forecasts, variances, and trends. The position develops financial models to support valuation, planning, and forecasting and prepares well-supported recommendations for presentation to management.

Essential Functions

Leads and coordinates budget development process for assigned departments; and Prepares, reviews, monitors and analyzes departmental budgets and expenditures; and Performs budget variance analyses and identify reasons for variances; and Performs ad-hoc financial analyses and communicates findings verbally and in writing; and Monitors spending to ensure compliance with limits set by budgets, contracts, and Board authorizations; and Identifies ways to improve property management-related financial processes. Leads efforts to implement improvements in collaboration with other departments; and Performs fiscal analysis of work related capital improvements and rehabilitation of Authority owned housing or of any of its subsidiaries; and Prepares financial feasibility projections and pro forma sources and uses budgets for rehabilitation and capital improvements; and Provides financial leadership for project teams working on housing and capital improvement programs and Prepares reports and recommendations for the Commission and of the governing boards of Authority affiliates; and Responsible for housing financial data systems for internal and external reporting; and Provides cost analysis of fiscal impact of projects and programs; and Prepares a variety of narrative and statistical reports; and Participates in finance related workgroups to develop procedures and policies; and Performs analyses of financial information, accounting records, statistics, and systems for compliance with HUD or other regulations and Authority policies; and Monitors Authority reserves and departmental needs for funding relative to operating and capital projects; and Analyzes factors which impact fiscal projections; and Recommends short and long-term actions for achieving and/or maintaining financial objectives; Performs procurement and contract management activities including developing procurement strategies, identifying prospective vendors, writing requests for proposals, evaluating proposals, negotiating contract terms, obtaining management and Board approvals for purchases, and managing vendors; and Reports on activities in Agency and HUD systems; and Writes memos, reports, and Board resolutions.

Marginal Functions

Performs other related work as required.

Minimum Qualifications

A bachelor's degree in accounting, finance, public policy, business administration, economics, or a closely related field; and four years of increasingly responsible experience in affordable housing finance policy and implementation. A master's degree in business, public policy, city planning, real estate, economics, accounting, or finance may substitute for one year of the required experience. A valid California Class C driver's license and an insurable driving record must be possessed and maintained. Equivalent combinations of education, training, and experience will be considered.

Knowledge of

Principles and practices of financial planning and forecasting. Public finance and fund accounting principles and practices. Organizational structures and financial systems of governmental agencies. HUD community development and affordable housing programs. The legislative process, budgeting, general management methods, and administrative procedures. General accounting principles, methods, and procedures, including cost accounting and systems development. Computerized accounting systems, databases, spreadsheets, and financial planning software. Advanced Microsoft Excel; familiarity with data query and data management tools is highly desirable. Experience with Yardi and Tableau is a plus. Quantitative analysis, interpersonal communication, initiative, and problem-solving practices.

Ability to

Write accurate, clear financial and budget reports and prepare concise recommendations. Prepare analytical reports concerning financial matters and factors affecting the Authority's fiscal condition. Forecast revenues and expenditures for the Authority's development program using a variety of economic information and sources. Interpret and analyze legislation affecting affordable housing development and partnership structures. Apply principles of financial planning, forecasting, public finance, and budget preparation. Develop and articulate housing finance and development policies at the local, state, and federal levels. Communicate the Authority's positions at local, state, and federal hearings. Support Development staff in planning strategies by providing technical expertise and financial information. Establish priority activities for incorporation into the Authority's strategic plan. Understand and apply computer capabilities; use personal computers and relevant software effectively. Track development project expenses against approved budgets. Establish and maintain effective working relationships with employees and stakeholders. Communicate effectively, both orally and in writing, or through audio and visual means.

Equal Employment Opportunity

Talantage is an Equal Opportunity Employer committed to diversity and inclusion. We consider all qualified applicants without regard to race, religion, gender, sexual orientation, age, disability, veteran status, or any other protected classification under applicable law.