Senior Principal Financial Analyst developing specialized tax analysis and compliance strategies for FINRA. Leading projects that enhance tax accounting practices and drive regulatory compliance within the organization.
About the role
- Investment Analyst assisting clients in obtaining financing for multifamily projects with a focus on collaboration and innovation. Analyze transactions across capital sources like Fannie Mae and Freddie Mac.
Responsibilities
- Work as part of a Real Estate Investment team to provide in-depth analysis of real estate debt transactions for clients across a variety of capital sources including Fannie Mae, Freddie Mac, and FHA
- Provide analytical support including market research, due diligence tracking and review, cash flow modeling, property valuation, borrower credit review and preparation of loan submissions for transactions spanning various multifamily property types
- Perform Excel-based financial modeling and analysis
- Exposure to entire loan process from originations to closing
- Interact professionally both internally and externally with senior management, originators, deal managers, borrowers, brokers, and correspondents
- Provide superior analytical support to senior members of the team on a variety of ad-hoc assignments and long-term projects
Requirements
- Bachelor's degree
- Proficiency with Microsoft Office including Excel, Word, PowerPoint, and Outlook
- Strong quantitative skills and demonstrated analytical ability
- Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities
- Ability to work independently and in a team-oriented, collaborative environment
- Excellent communication skills both verbally and in writing
- Outstanding attention to detail
- A concentration/major in Finance and/or Real Estate
- 1-3 years of prior experience in FHA, Fannie Mae and/or Freddie Mac multifamily lending and/or multifamily real estate including appraisals, equity, development, or other mortgage loan programs is preferred
Benefits
- Medical, dental, vision, life insurance, disability insurance
- Paid Time Off (PTO), and leave of absences, such as parental and military leave
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
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