POSITION SUMMARY
The Development and Financial Analyst is responsible for evaluating the feasibility of affordable housing development projects and providing financial analysis to support strategic decision-making. This position leads project underwriting, financing, due diligence, and market research, while working closely with internal teams, consultants, lenders, investors, and public agencies to advance projects from concept through completion. The role supports leadership by analyzing project opportunities, identifying risks and funding solutions, and helping guide decisions that contribute to the successful development and long-term viability of affordable housing communities.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
· Lead the team in identifying and securing debt and equity on affordable development projects.
· Study and comprehend the tax credit program.
· Work with stakeholders to understand all drivers of project cost.
· Perform Data & Cost analysis.
· Provide analytical forecasts, reporting, and project support to influence owners and management team.
· Develop forecasting and models that help with decision-making.
· Maintain knowledge and keep abreast of new market/industry regulations or policies.
· Lead finance team efforts in monitoring and reporting for existing affordable assets and pursuit of new growth opportunities.
· Manage due diligence lists, compile financing applications, and keep track of project documentation to ensure files are organized.
· Participate early in the development process to ensure stakeholders are efficiently working together.
· Perform ongoing collection of financial data from all necessary departments, involved parties, and key stakeholders.
· Research new funding mechanisms for projects.
· Research markets we are operating in or seeking to operate in and stay abreast of trends in the market.
· Identify sites for future projects.
· Establish project deadlines with design and engineering teams.
· Manage project deliverables, timelines, and deadlines.
· Facilitate plan reviews with necessary stakeholders.
· Walk projects and ensure the goals of the project are being met.
SUPERVISORY RESPONSIBILITIES
No direct supervisory responsibilities.
JOB REQUIREMENTS
EDUCATION and/or EXPERIENCE
MBA/Masters or 2+ years of applicable experience is preferred but not required.
COMPANY VALUES
· Do the Right Thing. Act Ethically. We are responsible for our words, our actions and our results.
· Build Relationships for Life. At Work. At Home. In the Community.
· Solve It. Deliver results through innovation, creative thinking, and problem solving.
· Have Fun. Perform at Your Best. Celebrate Successes.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
WORKING CONDITIONS
The job is performed in an office setting with occasional travel to properties or job sites.
SAFETY REQUIREMENTS
Must be aware and conform to all safety requirements when in the building, operating motor vehicles, or in the field performing duties for the company.