Financial Analyst

Brief Description

CSIs Financial Analyst assists the National Finance & Development Manager and Finance Manager in implementing CSIs development and preservation efforts in all regions. The Financial Analyst analyzes and assesses the financial health of all CSI properties, prepares financial models for new development projects and refinancing/renovation opportunities for existing CSI properties. The Financial Analyst works closely with all members of the CSI Development, Management, and Facilities teams on refinancing, renovation and new developments.

Essential Functions

• Analyze & assess financial information of the CSI portfolio of properties.
• Coordinate with all levels of management to develop strategies to improve the financial health of the CSI portfolio of properties.
• Interpret and apply corporate financial policies, governmental legislation, and accounting theory.
• Provide project financial feasibility analysis for new development opportunities and refinancing/renovation opportunities.
• Prepare detailed and accurate financial forecasts using Low Income Housing Tax Credit (LIHTC), HUD, and other state and federal funding.
• Oversee and financially manage projects from initial close through construction and final close.
• Secure debt and equity financing for each of the projects, negotiate financing documents and close project financing.
• Work very closely with existing CSI staff during all project phases.
• Performs other related duties as assigned.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Requirements

Work environment: Financial Analysts generally work in an office environment.

Physical demands and work style: This position requires sitting at a desk for extended periods of time and significant amount of time on the phone. Must be able to push/pull/lift up to 30 pounds.

Travel Required: May need to travel on occasion.

Required Education And Experience

• Bachelors degree required. Accounting or Finance preferred.
• Experience in multi-family real estate, accounting, or finance preferred.
• Experience with LIHTC, HUD, or other federal funding preferred.
• Strong written communication skills effectively expresses ideas verbally and in written form, present numerical data accurately and effectively
• Aligns work with CSIs strategic goals and corporate values and develops strategies that align with those goals & values.
• Analytical thinker that gathers & analyzes information skillfully & accurately.
• Identifies and resolves problems in a thoughtful and timely manner and works well in group problem solving.
• Sets and achieves challenging goals.
• Takes initiative to learn and apply new skills.
• Adapt to changes in work environment and ability to manage competing demands.
• Strong organizational skills, self-motivated and self-directed work habits. Must be extremely detail-oriented.
• Proficient in Microsoft Office Suite or similar software.
• Experience with Yardi software preferred.
• Ability to attend LIHTC trainings, conferences, and other trainings related to job roles & responsibilities.

Work Authorization/security Clearance Requirements: Department of Homeland Security (DHS) regulation requires all employeescitizens, residents, and nonresidentsto complete Form I-9 Employment Eligibility Verification. Employees are not allowed to work in the United States until the Form I-9 is completed and properly documented.

Affirmative Action/EEO statement: CSI is an Equal Opportunity Employer.

Summary

CSI Support & Development is a mission-driven non-profit organization that develops, acquires, and manages quality, affordable senior housing. We own and manage properties nationwide and believe wholeheartedly in preserving affordable housing for seniors and providing unique opportunities for our resident members. Our corporate culture is the result of our core values (cooperation, education, excellence, integrity, respect, and volunteerism). CSI is a well-established organization (75+ years old) with a progressive approach. For more information about us, visit www.csi.coop.

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