Financial Analyst MD

1 month ago


rockville, United States Creative Financial Staffing Full time

Financial Analyst

About the Company and Opportunity:

  • Our client is a non-profit housing organization.
  • Due to project, they are hiring a Financial Analyst to work 100% on site.
  • Pay: $30-34/hr depending on experience.
  • Duration: 3+ months
  • Some of the employee reviews, include things like:
    • "An organization that really cares about its mission and employees"
    • "Challenging work environment that cultivates personal growth by constantly providing new opportunities."

Overview of the Financial Analyst role:

  • Create and maintain systems to track property-specific compliance requirements of lenders and investors based on review of loan documents, regulatory, operating agreements, etc.
  • Draft communications to investors and government partners, such as quarterly project status reports and other progress updates.
  • Ensure good standing of ownership entities, including active SAM.gov and Grants.gov accounts, trade name renewals, charitable organization registrations, entity licenses, sales and property tax exemptions, etc.
  • Maintain contact matrix for notification purposes and distribution of audits, tax returns, insurance certificates, and other key documents.
  • Review operating statements, budgets, rent rolls, and property expenditures for effective property operations, report on findings and confer with colleagues regarding appropriate actions.
  • Assist with the evaluation of refinance & acquisition opportunities.
  • Facilitate communication between VHI accounting, development, and management companies to obtain information for audit and other financial reporting needs.
  • Create reports and analyses as directed and as needed.
  • Perform other duties as assigned.

Preferred Qualifications for the Financial Analyst:

  • 3+ years of finance experience
  • Bachelor's degree in Accounting, Finance, or related degree
  • Advanced Excel Skills - Pivot Tables, VLOOKUPs
  • Excellent written and verbal communication skills




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