CREA, LLC es un sindicato de crédito fiscal para viviendas de bajos ingresos (LIHTC) de servicio completo que forma relaciones a largo plazo con inversionistas y desarrolladores que cultivan el éxito y mejoran vidas. Mientras CREA celebra más de 20 años en el negocio, se han recaudado más de $9,200 millones, lo que contribuye a la formación de más de 73,000 hogares dentro de 797 propiedades. Con más de 150 empleados, seguimos buscando personas talentosas y apasionadas que estén entusiasmadas con las oportunidades de crecer con nosotros.
Resumen de posición
CREA, LLC is a full-service low-income housing tax credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and improve lives. With nearly 25 years in affordable housing, CREA has raised $13.5 billion, resulting in the formation of over 97,500 homes within 958 communities across the country. Thanks to the contributions of over 135 employees, CREA continues to seek talented and passionate individuals who are excited about opportunities to grow with us in the future. We are looking to add a talented Fund Analyst to the Fund Management department in the Indianapolis or Boston CREA office.
Responsabilidades primarias
This position in the Fund Management department will be responsible for monitoring, managing, and tracking all Fund activity for a specific group of CREA Tax Credit Funds, as well as preparing documents for Senior Analysts and Vice Presidents that are ultimately provided to Investors.
Primary Responsibilities:
Primary responsibilities will include, but are not limited to, the following:
Cash Management:
Lead the coordination with Asset Management and Syndication to plan for upcoming capital calls
Draft investor capital call requests
Work with the Accounting Department to draw on Bridge Line as needed
Manage cash position on a monthly basis and prepare reconciliations
Year-End Reporting:
Review lower-tier partnership tax returns and audits
Update project-level financial models quarterly and at year-end
Assist Fund auditors during prelim and year-end fieldwork
Investor Reporting:
Generate and post all monthly journal entries for certain fund entities
Assist with preparation and analysis of quarterly reports, including, but not limited to:
Fund Benefit Schedules
Project Benefit Schedules
Project and Fund Level Summary Reports
Fund cash reserve projections
Drafting fund entity financial statements
Drafting investor narratives highlighting key features of the fund entity
Calculate investor yield on a quarterly basis
Closings:
Review the adequacy of partnership accountant expertise and capacity
Research and calculate applicable state taxes for Fund and other entities
Review draft Limited Partnership Agreements
Create active, post-closing financial models for each new lower-tier partnership
Miscellaneous:
Populate data within tax credit software
Initiate and implement custom reports within tax credit software
Prepare reports for Senior Management for internal control purposes
Special projects as needed
Requisitos de trabajo
A bachelor’s degree in accounting, finance, or a related business field is required. A minimum of two years of relevant work experience is preferred, particularly in the Low-Income Housing Tax Credit (LIHTC) program, the affordable housing industry, or public accounting. Candidates must demonstrate strong communication skills in interactions with investors, lenders, and developer partners in a financial services environment. Candidates must be able to communicate and work effectively with individuals representing various departments and having varying specialties, both financial and non-financial. The candidate must possess strong organizational skills. This position requires knowledge of the Microsoft Office Suite and a high proficiency in Excel and Word. Overtime hours are expected during certain months of the year. Must possess and be able to demonstrate effectiveness with each of the following Core Competencies.
Competencias básicas
Excellent oral and written communication skills
Ability to function well in a team environment
Initiative and proactiveness are expected
Excellent organizational skills with the ability to prioritize and multitask.
Thorough analytical and problem-solving skills
Ability to be flexible and adapt to change
Ability to effectively administer sensitive and confidential information
Ability to interact with Management and employees at all levels
Nuestros valores
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Trabajamos como una familia, invirtiendo unos en otros, en causas valiosas y en las comunidades a las que servimos.
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Tenemos integridad en todo lo que hacemos; aceptamos las diferencias y tratamos a los demás con amabilidad y respeto.
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Creemos que, con el trabajo en equipo, podemos lograr cualquier cosa y buscar soluciones innovadoras para nuestros clientes.
CREA cree en recompensar el arduo trabajo de todos aquellos que hacen posible nuestra misión. Conozca nuestros competitivos beneficios para empleados enMisCREABeneficios.com.