Local Initiatives Support Corporation (LISC)

Financial Planning and Analysis

• Forecast performance of LISC’s loan portfolio and leverage analysis to inform lending and capital planning strategies.
• Build and maintain financial models that detail the organization’s operations and project future performance.
• Perform scenario analysis of LISC’s multi-year financial trajectory including liquidity, alignment with financial covenants and other key performance measures.
• Develop ad hoc models, analysis, and presentation materials to educate and inform decision-making processes of LISC leadership.
• Prepare and deliver content for LISC’s asset liability committee; project-manage presentation materials with input from multiple teams, take meeting minutes, prepare and circulate agendas and meeting materials.
• Support key aspects of the annual budgeting and quarterly reforecasting process, analyzing and consolidating financial data.
• Coordinate with department leaders across the organization to collect and validate data inputs for budget and forecasting.
• Distill trends and prepare variance analysis to capture changes between actuals, budget, and forecast.
• Maintain and implement any necessary process improvements in Adaptive, LISC’s budgeting and financial reporting tool.
• Contribute discussion materials for executive committee and board of director meetings.
• Project manage annual budgets and quarterly forecasts for certain LISC affiliates, coordinating between accounting and business units to deliver informed analysis to senior management.
• Prepare quantitative analysis to support strategic decisions related to operating and fund affiliates.
• Perform additional duties as required.

Senior Financial Analyst