Director- Sponsor Financial Analysis

EXEMPT
JOB DESCRIPTION

POSITION: Director – Sponsor Financial Analysis
BASIC FUNCTION: Lead the day-to-day activities related to the analyses of the
financial condition of client’s affordable housing developer
partners. Establish, execute and maintain a program of
processes and procedures to gather information and analyze
the financial condition and general organizational structure of
client’s sponsor partners. Document analysis as part of the
investment review for real estate transactions contemplated
with the sponsor partners.

REPORTS TO: Managing Director – Financial Analysis

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Maintain and enhance the systematic approach for analyzing the financial condition and capacity of client’s sponsor organizations that develop multi-family affordable housing properties
• Perform an analysis of the sponsor organization’s financial statements and other relevant financial data, including their schedule of other real estate owned, as part of the sponsor assessment
• Perform an analysis of the sponsor ownership and governance structure, as well as continuity of key management positions
• Create and maintain a consistent reporting methodology which can be used to efficiently scale the assessment of an increasing volume of sponsors
• Represent the Financial Analysis team in Investment Review Committee meetings and answer Committee member questions regarding the documented financial analysis

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
1. Bachelor’s degree in finance or accounting, with minimum of five years of
real estate experience.
2. MBA or relevant graduate degree a plus.
3. Experience in auditing an organization’s operations and documenting work-
flows, audit or internal audit experience a plus.
4. Proven ability to work with peers in other sectors of the business to achieve
a common goal.
5. Capacity to work in an evolving, team-oriented environment.
6. Self-motivated and driven to achieve outcomes which provide long-term
benefits to the organization.