Financial Analytics Manager, Tax Credit
2 weeks ago
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Analytics Manager within PNC's Commercial Real Estate Tax Credit organization, you will be based in PIttsburgh, Portland, Louisville, Boston, Cleveland or Chicago. Other locations within PNC"s footprint will be considered.Job DescriptionManages the fund modeling, forecasting and budgeting functions and understands the tax ramifications of the various tax credit structures.Supervises the forecast modeling of both lower tier equity and debt as well as upper tier modeling including benefit schedules for quarterly investor reporting. Also manages processes, procedures, quality control, and related analytical functions for the LOB.Oversees fund management functions and all processes related to the group including analytical, forecasting and technical modeling functions. Establishes best practices and administrative protocols.Supports and collaborates with other departments within the LOB throughout the life cycle of the transaction. This includes working with the finance team to review tax returns, updating models for the asset management team as needed, and advising the investor sales team on most beneficial fund structures.Motivates and develops staff which includes, acquiring top talent and managing performance based issues. Effectively plans, organizes, directs, analyzes and evaluates staff and processes. Connects strategy to day-to-day activities and updates the team on a regular basisPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.Live the Values - Role models our values with transparency and courage.Enable Change - Takes action to drive change and innovation that will transform our business.Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.QualificationsSuccessful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.Preferred SkillsAsset Management, Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue RecognitionCompetenciesBusiness Analytics, Decision Making and Critical Thinking, Effective Communications, Fund Management, Investment Performance Measurement, Problem Solving, Process Management, Tax RegulationsWork ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelors (Required)CertificationsNo Required Certification(s)LicensesNo Required License(s)Pay TransparencyBase Salary: $100,000.00 – $266,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 07/10/2024, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.*For more information, please click on the following links:Time Away from WorkPNC Full-Time Benefits SummaryPNC Part-Time Benefits SummaryDisability Accommodations StatementIf an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.Equal Employment Opportunity (EEO)PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.SummaryLocation: PA - Pittsburgh (15222); Boston - 2 International Place (MA066); Franklin Building - Chicago (IL016); PNC Tower - Louisville (KY012); PNC Center - Cleveland (OH001); PNC MF - Portland (OR027)Type: Full time
-
Senior Asset Manager, Tax Credit Equity
2 months ago
Boston, United States Merchants Capital Corp Full timeDescriptionThe Senior Asset Manager will assist a team in managing the portfolio of multifamily properties syndicated through the Low-Income Housing Tax Credit "LIHTC" program. The main responsibilities include asset monitoring, financial analysis, risk assessment, and reporting. The Senior Asset Manager will implement proactive strategies to maximize...
-
Senior Asset Manager, Tax Credit Equity
3 weeks ago
Boston, MA, United States Merchants Capital Corp Full timeDescription The Senior Asset Manager will assist a team in managing the portfolio of multifamily properties syndicated through the Low-Income Housing Tax Credit "LIHTC" program. The main responsibilities include asset monitoring, financial analysis, risk assessment, and reporting. The Senior Asset Manager will implement proactive strategies to maximize...
-
boston, United States Evolution Credit Partners Full timeEvolution Credit Partners, headquartered in Boston, Massachusetts, manages approximately $3 billion across a range of synergistic credit strategies. Evolution's credit platform provides bespoke financing solutions across the credit spectrum with a focus on leveraged finance and working capital finance. Evolution Credit Partners is seeking an experienced...
-
boston, United States Evolution Credit Partners Full timeEvolution Credit Partners, headquartered in Boston, Massachusetts, manages approximately $3 billion across a range of synergistic credit strategies. Evolution's credit platform provides bespoke financing solutions across the credit spectrum.Role Description:The Vice President – Structured Products is part of the Firm’s investment team and is responsible...
-
Private Credit Portfolio Manager
19 hours ago
South Boston, United States RightWorks Inc Full timePrivate Credit OpportunitiesWe are a leading investment management firm, RightWorks Inc., with a strong focus on private credit. Our team has a proven track record of delivering attractive risk-return profiles through our flexible implementation approach, which includes direct origination and joint ventures.Job OpportunityWe are seeking a Private Credit...
-
Senior Tax Manager MA
4 weeks ago
Boston, Massachusetts, United States Creative Financial Staffing Full timeCompany OverviewCreative Financial Staffing, a leading partner for forward-thinking financial services firms, is seeking a highly skilled Senior Tax Manager to join their vibrant team.Based in Boston, this role presents an exceptional opportunity to step out of the traditional public accounting mold and contribute to a rapidly growing company that thrives on...
-
boston, United States Creative Financial Staffing Full timeJoin Our Dynamic Team as a Senior Tax Manager! Location: Boston, MA Creative Financial Staffing is thrilled to partner with a forward-thinking financial services firm in Boston to find a dynamic Senior Tax Manager. Step out of the traditional public accounting mold and join a vibrant team of entrepreneurs! Why You'll Love This Opportunity: Innovative...
-
Private Credit Portfolio Manager
2 weeks ago
South Boston, United States RightWorks Inc Full timeAbout UsRightWorks Inc is a leading provider of private credit solutions, with a focus on investing in specialized loans and opportunistic credit. Our private credit franchise offers a differentiated risk-return profile vis-a-vis traditional private credit, and we are committed to delivering exceptional returns to our investors.We are seeking an experienced...
-
Creative Financial Staffing | Tax Manager MA
6 days ago
boston, United States Creative Financial Staffing Full timeCompany Summary: Our client is a full-service CPA firm offering a full range of accounting services, including tax. Having been in business for more than 50 years, our client's mission is to build a relationship with each client and understand their business, providing them with a unique, solid solution. Our client provides a positive work culture and an...
-
Senior Tax Manager MA
1 month ago
boston, United States Creative Financial Staffing Full timeJoin Our Dynamic Team as a Senior Tax Manager! Location: Boston, MA Creative Financial Staffing is thrilled to partner with a forward-thinking financial services firm in Boston to find a dynamic Senior Tax Manager. Step out of the traditional public accounting mold and join a vibrant team of entrepreneurs! Why You'll Love This Opportunity: Innovative...
-
Senior Tax Manager MA
1 month ago
boston, United States Creative Financial Staffing Full timeJoin Our Dynamic Team as a Senior Tax Manager! Location: Boston, MA Creative Financial Staffing is thrilled to partner with a forward-thinking financial services firm in Boston to find a dynamic Senior Tax Manager. Step out of the traditional public accounting mold and join a vibrant team of entrepreneurs! Why You'll Love This Opportunity: Innovative...
-
Credit Union Senior Team Lead
15 hours ago
Boston, Massachusetts, United States Mass Bay Credit Union Full timeJob DescriptionAs a Mass Bay Credit Union Operations Manager, you will be responsible for overseeing the day-to-day activities of our branches, ensuring a high level of quality service to members and accuracy in transactions.This is a senior-level position that requires extensive knowledge of all credit union products and services, including loan products....
-
Senior Credit Analyst
1 week ago
Boston, United States The Symicor Group Full timeThe PositionOur Massachusetts-based bank client is seeking to fill a Hybrid Remote Sr. C&I Credit Analyst role in the Boston, MA area. The position is responsible for obtaining loan request information from commercial lenders or borrowers to analyze credit information, financial statements, and other related information pertaining to the loan.The opportunity...
-
Senior Credit Analyst
9 hours ago
South Boston, United States RightWorks Inc Full timeJob TitleSenior Credit AnalystAbout RightWorks IncWe are a leading private credit firm with a growing practice that focuses on investing in specialized loans and opportunistic credit. Our team has experience in transitional commercial real estate loans, specialty asset-backed loans, secondary purchases of corporate credit, and special situations. We have...
-
Credit Administration Manager
1 day ago
Boston, Massachusetts, United States Northeast Bank Full timeAs an Internal Controls Specialist at Northeast Bank, you will be responsible for identifying and mitigating risks within the lending function. Your primary goal will be to ensure that all controls are in place to minimize the risk of loss to the bank and adhere to Policy. You will work closely with the Chief Risk Officer to develop an Internal Audit plan,...
-
Tax Manager
2 months ago
Boston, United States Whoop, Inc Full timeAt WHOOP, we’re on a mission to unlock human performance. WHOOP empowers members to perform at a higher level through a deeper understanding of their bodies and daily lives.WHOOP is seeking a Tax Manager to lead and coordinate our tax-related activities across US and foreign jurisdictions. This role will be critical in managing our income tax filings,...
-
Credit Risk Analyst
16 hours ago
South Boston, United States RightWorks Inc Full timeKey ResponsibilitiesUnderwrite individual and pools of creditsManage our pipeline and portfolio systemsResearch specific investment themesSupport our existing funds and investor-facing teamRequirements2-4 years of investment or financial experience with a strong interest in credit investing or underwritingDemonstrated analytical abilities and fluency with...
-
Private Credit Associate
3 months ago
South Boston, United States RightWorks Staffing Full timeWe are seeking an investment associate (title commensurate with experience) to support our growing private credit practice. Our private credit franchise centers around investing in specialized loans as well as opportunistic credit which we believe offers a differentiated risk-return profile vis-a-via traditional private credit. Examples of credit areas in...
-
Manager, Data Scientist
3 weeks ago
Boston, United States Capital One Full timeManager, Data Scientist - Credit Infrastructure Imperative - Team Matrix Data is at the center of everything we do. As a startup, we disrupted the credit card industry by individually personalizing every credit card offer using statistical modeling and the relational database, cutting edge technology in 1988! Fast-forward a few years, and this little...
-
Atlantic Group | Tax Manager
8 hours ago
boston, United States Atlantic Group Full timeUS Tax Manager - Boston - Hybrid Our client is a well established a respected investment company that is experienced a large wave of growth. They are expanding their business operations and are looking to add a Tax Manager to oversee a new arm of the business.The ideal candidate will have a strong tax background and be well versed in Funds....