Senior Financial Analyst

EXEMPT

JOB DESCRIPTION

POSITION:  Senior Financial Analyst

BASIC FUNCTION: Conduct comprehensive financial reviews of project partnership sponsors and guarantors to assess their creditworthiness and ability to meet financial commitments, including guarantees. Present findings and recommendations to Management and the Investment Review Committee, ensuring informed decision-making.

REPORTS TO: Vice President – Sponsor Financial Analysis 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

•         Follow NEF’s Sponsor Financial Analysis Policies and Procedures to ensure all work meets established financial review standards and delivers high-quality outcomes.

•         Analyze sponsor organizations’ and guarantors’ financial statements, including schedules of real estate owned, commitments, contingencies, budgets, and forecasts. Ensure thorough assessment of all relevant financial data.

•         Communicate professionally with sponsors and guarantors to clarify financial diligence items, address inquiries, and resolve any issues that arise during the financial review process.

•         Prepare comprehensive narratives documenting the financial analysis, identifying potential concerns, and drawing conclusions about the financial health of sponsors and guarantors for inclusion in investment proposals and internal communications.

•         Present findings and respond to questions related to sponsor and guarantor reviews during internal meetings, including the Investment Review Committee, providing insights on the financial conclusions drawn.

•         Keep the VP regularly informed about the status of ongoing financial reviews, discussing any delays, challenges, or issues that may affect the process.

•         Identify inefficiencies in the financial review process and propose solutions to enhance team performance and streamline workflows.

•         Support the team by conducting various financial analyses and participating in special projects as needed.

Senior Financial Analyst – Sponsor Financial Analysis

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MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

1. Bachelor’s degree in finance, accounting, or a related field; at least 2 years of experience in financial analysis, real estate accounting, or a similar financial discipline. Experience in public accounting is an advantage.

1. Highly organized with exceptional attention to detail, ensuring accuracy in financial reviews and reporting.

1. Demonstrated ability to collaborate effectively with cross-functional teams to achieve shared business goals.

1. Strong interpersonal skills with the ability to build and maintain productive working relationships with colleagues, supervisors, and external business partners.

1. A proactive self-starter with a strong track record of delivering accurate, high-quality work on time.

1. Capable of managing multiple tasks independently and prioritizing workloads to meet tight deadlines.

1. Ability to thrive in a dynamic, evolving work environment, contributing positively to team-oriented projects and initiatives.