Manager

• Oversee a portfolio of affordable assets in the construction/rehab phase
• Conduct financial reviews and analyses
• Schedule and attend site visits to monitor progress and compliance
• Collaborate with joint venture partners, lenders, and property managers
• Review and approve annual budgets
• Evaluate management companies’ performance on a quarterly, annual basis

Asset Manager

Systems Engineer

• Evaluate business processes, anticipate requirements, identify areas for improvement, and design effective technology solutions.
• Document system functionality, business workflows, and operational requirements.
• Conduct feasibility analysis for new systems and enhancements to ensure solutions align with business needs.
• Review and evaluate existing systems to ensure optimal effectiveness and recommend enhancements to drive continuous improvement.
• Manage multiple technology initiatives by developing project plans, monitoring progress, and ensuring on-time delivery.
• Serve as the primary liaison between business stakeholders, internal teams, external consultants, and end users.
• Oversee intake, prioritization, and evaluation of system enhancement requests from business partners.
• Translate business requirements into precise technical specifications for development teams using Azure DevOps.
• Collaborate with outsourced development teams to refine and support agile delivery methodologies.
• Perform user acceptance testing, quality assurance, and validation of system enhancements.
• Provide detailed QA feedback and testing results to development partners and consultants.
• Support deployment of successful enhancements and ensure smooth transitions into production.
• Perform data analysis to support operational and business intelligence reporting needs.
• Develop and maintain reports and dashboards using tools such as SSRS and Power BI.
• Partner with stakeholders to ensure reporting solutions deliver actionable insights.
• Support change management efforts by providing subject matter expertise during the development of training materials.
• Conduct end-user training and provide ongoing system support as needed.
• Assist business users in adopting new tools and processes to maximize value and efficiency.

Business Systems Analyst

Underwriter

• Assist in structuring and evaluating debt and equity for acquisitions, refinancings, and recapitalizations.
• Build and maintain complex financial models under various capital stack scenarios.
• Conduct financial, market, and valuation analysis to support property dispositions or partner-buyout scenarios.
• Coordinate due diligence activities for financing, including third-party reports, underwriting materials, and data requests.
• Collaborate with the acquisition and development teams on financing assumptions for new projects.

Capital Markets & Underwriting Analyst

Accounting Manager

• Supervision of Partnership Accounting department.
• Manage outsourced 3rd party accountants.
• Ensure all accounting transactions are recorded and reported in a timely manner.
• Review select quarterly and annual fund financial statements for inclusion in investor reports.
• Coordinate with outside auditors for annual financial reports preparation.
• Assist with review of fund audits and tax returns.
• Provide department training to accounting personnel.

Director, Partnership Accounting

• Oversee a portfolio of approximately 65 stabilized LIHTC properties
• Oversee, analyze, and report on financial performance
• Monitor budgets (compared to actuals) and review occupancy levels (rent rolls) as necessary
• Monitor overall operational performance of regional portfolio and communicate progress and issues
• Evaluate property management performance as required
• Conduct all necessary annual site visits
• Work closely with third party property managers and leasing agents
• Maximize total return for each assigned asset
• Evaluate and monitor LIHTC compliance and other risk factors quarterly
• Review partnership agreements, regulatory agreements, and financing documents
• Review year-end financial audits for respective LIHTC partnerships
• Analyze quarterly and annual property performance compared to budget and underwriting
• Ascertain and work to resolve issues through collaboration with general partners, property managers, internal committees, lenders, and governmental/regulatory entities
• Forecast and analyze benefit streams of lower tier partnerships for Fund Management and Accounting
• Monitor reserve balances and oversee requests for release of replacement and operating reserves
• Review and process investor capital calls and lower tier capital contributions
• Complete a monthly report for concern properties determined to be at risk
• Develop and distribute periodic asset management reports to investors, consultants, and other partners
• Complete ad hoc assignments and/or projects required by the Asset Management Department

Stabilized Asset Manager

Accountant

• Accurately record all incoming funds for assigned corporate entities on a daily basis
• Verify that backup documentation for deposits is properly maintained and stored in designated network folders for audit readiness and easy retrieval
• Prepare and process ETL files on a bi-weekly basis including data from expense management systems (e.g., Navan) and payroll
• Calculate and record revenue, amortization and interest accruals on a monthly basis
• Perform monthly bank reconciliations for all assigned corporate entities, investigating and resolving discrepancies promptly
• Prepare GP and other assigned corporate entity tax workpapers and follow up with CPA firms on preparation