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Hybrid Analyst, Charter School Financing
Posted yesterday
About the role
- Analyst managing charter school financing and performance reporting at LISC. Responsible for compliance and relationship management within the charter school portfolio.
Responsibilities
- Managing, tracking, and reporting on the performance of LISC’s charter school activity, including school related reporting and maintaining up to date knowledge of city and state specific market conditions affecting schools in the portfolio.
- Creating internal replicable data reports on overall CSF impact and trend analyses for CSF annual reports, marketing, national lending, applications for funding, etc.
- Serving as primary relationship manager for all active charter school loans, monitoring financial, academic, and operational performance and key performance indicators. Conduct annual due diligence for all schools in the charter school loan portfolio.
- Preparing compliance reporting and responding to monitoring by any of CSF’s funders including the Department of Education.
- Supporting ongoing grant compliance monitoring and documentation for funder compliance.
- Handling any post-closing amendments (besides one-time origination extension amendments), consents and waivers. Managing any loans in loan watch or default; and, loan pay-offs and NMTC unwinds as required.
- Collaborate closely with the Director of Lending, Charter School Financing, and other team members and internal LISC departments to share insights and analyses to advance CSF’s mission.
- Serve as a thought partner and problem-solver and bring a systems-thinking approach to program challenges and opportunities.
Requirements
- Bachelor’s degree or relevant requisite work experience.
- 3-5 years of professional experience.
- Ability to produce high-quality work products under tight deadlines.
- Strong time management, multi-tasking and organizational abilities.
- Self-starter with the ability to work independently as well as the ability to collaborate.
- Highly detailed oriented.
- Demonstrated ability in data analysis.
- High proficiency in Microsoft Excel, MS Office and financial statement analysis.
- Strong written and verbal communication skills.
- Commitment to LISC’s Charter School Financing’s mission.
Benefits
- Medical, Dental, Vision Coverage: Comprehensive health plans for you and your family's well-being;
- Disability Insurance: Long-term and short-term coverage for peace of mind;
- Retirement Savings: Secure your future with our 401(k) and 403(b) plans;
- Generous Holidays: Enjoy ample time off to recharge and celebrate;
- Vacation, PTO, and Sick Days: Take advantage of flexible time-off policies to maintain work-life balance;
- Tuition Assistance: Pursue your educational goals with support from our tuition assistance program;
- Referral Program: Earn rewards for referring qualified candidates to join our team;
- Professional Development Opportunities: Grow and advance in your career with access to ongoing training and development programs tailored to your goals.
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