Local Initiatives Support Corporation (LISC)

Senior Associate, Finance

Local Initiatives Support Corporation (LISC)

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $81,184 - $101,480 per year

Job Level

Senior

About the role

  • Review audited financial statements for all LFM-managed funds to ensure accuracy, consistency, and alignment with fund financial models
  • Review periodic financial statements prepared by Broadstreet Impact Services (BIS) for LFM-managed funds
  • Analyze fund-level financial performance and identify material variances or issues requiring escalation
  • Coordinate with Fund Managers to ensure fund financial statements are accurately incorporated into fund-level models and performance reporting
  • Elevate significant financial developments, risks, or changes to senior leadership for review and decision-making
  • Coordinate reporting on management fees across all LFM-managed funds
  • Reconcile “due to/from” balances between funds, the LFM management company, and the parent organization
  • Ensure accurate tracking of fund-level financial obligations and management company revenue streams
  • Support preparation of internal financial reports for the Finance and Operations leadership team
  • Serve as the primary coordination point between LFM, Broadstreet Impact Services, and internal finance teams regarding fund financial reporting and operational finance matters
  • Manage ongoing working relationships with fund managers, accounting partners, and internal stakeholders to ensure timely and accurate financial reporting
  • Support investor relations activities by assisting with financial data, analysis, and reporting requests
  • Coordinate financial information and reporting needs across LFM leadership, the parent organization, and shared services teams
  • Support forecasting and budgeting processes across LFM-managed funds
  • Provide historical financial analysis and actuals-based insights to inform forecasting and budgeting activities led by Fund Management
  • Ensure consistency between reported financial results and inputs used in internal planning and reporting processes
  • Provide financial insights to support fund performance monitoring and planning decisions

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration or relevant requisite experience.
  • Minimum 5–7 years of experience in finance, fund accounting, investment operations, or financial reporting, preferably within asset management, private equity, real estate funds, or impact investment platforms.
  • Experience reviewing or preparing financial statements for investment funds, including familiarity with audited financials and fund accounting practices.
  • Strong understanding of financial reporting, forecasting, budgeting, and financial analysis concepts
  • Experience coordinating with third-party accounting providers, fund administrators, or financial service partners.
  • Advanced proficiency in Microsoft Excel, including experience working with financial models and complex financial datasets.
  • Strong attention to detail and ability to identify inconsistencies or risks within financial reporting.
  • Demonstrated ability to manage multiple priorities and coordinate workstreams across internal teams and external partners.
  • Strong stakeholder management and communication skills, including the ability to present financial insights clearly to senior leadership.
  • Experience supporting investor reporting or investor relations activities preferred.
  • Familiarity with financial systems used in fund management environments (e.g., fund accounting platforms, financial reporting systems) preferred.
  • Demonstrated interest in community development finance or impact investing and commitment to LISC’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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisfinancial reportingforecastingbudgetingfund accountingaudited financialsfinancial modelingvariance analysisreconciliationinvestor reporting
Soft Skills
attention to detailstakeholder managementcommunication skillsability to manage multiple prioritiescoordinationproblem-solvinganalytical thinkingrelationship managementpresentation skillsorganizational skills