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Financial Planning Analyst

2 months ago

Long Beach, California, United States Retirement Housing Foundation Full time
POSITION SUMMARY

The Financial Planning Analyst plays a crucial role in the formulation, submission, and negotiation of the yearly operational budgets for designated facilities, ensuring compliance with HUD, Contract Administrator, and Retirement Housing Foundation (RHF) guidelines.

This position will engage with governmental entities, project management teams, local Boards of Directors, and RHF leadership to secure budget approvals.

Key responsibilities include: preparing internal reports and maintaining documentation of sanctioned budgets, reviewing and advising on appeals regarding the approved budget; assisting with contract renewal submissions, OCAF, and budget proposals; generating special reports as requested by RHF management; and staying informed about current HUD and agency regulations and policies.

The Financial Planning Analyst will also support the Budget Director with specialized analyses related to budgets and financial performance.

JOB DUTIES AND RESPONSIBILITIES:

40% Prepare the annual operational budget for the assigned facilities.
  • Collaborate with other Financial Planning Analysts.
  • Create the budget worksheet for the project.
  • Review budget inputs from the project.
  • Investigate financial data from previous years.
  • Gather supporting documentation.
  • Analyze budgetary data.
  • Prepare all necessary forms and documentation as required by HUD & Contract Administrator.
  • Distribute the finalized budget to relevant personnel.
  • Prepare, submit, and finalize Tax Credit budgets for investors.
  • Maintain accurate tracking of correspondence related to the budget process.
40% Analyze responses and decisions from HUD and Contract Administrators regarding budgets.
  • Negotiate with HUD and Contract Administrators on budgets and appeals to ensure adequate funding for projects and RHF.
  • Analyze and prepare appeals as necessary.
  • Distribute the approved budget to the project.
  • Prepare budgets for integration into the Oracle accounting system.
  • Prepare adjustments for accounting, billing, bookkeeping, occupancy fees, reserve fund increases, and other necessary documentation.
  • Prepare changes on agency forms for modifications in contract rents, resident fees, and utility allowances.
  • As part of the Contract Renewal submission process, conduct the budget process for the Contract Anniversary Date, which may differ from the fiscal year-end for most facilities. Prepare a secondary budget.
  • Respond to inquiries from HUD, Contract Administrators, and corporate management in a timely manner.
  • Research HUD inquiries and prepare written responses.
  • Prepare requests for budget status if no response is received from the appropriate agency.
10%

Communicate with all internal and external personnel regarding budget information.
  • Analyze income limits and prepare rent adjustments for projects.
  • Conduct annual assessments of rent adjustments by comparing the OCAF (Operating Cost Adjustment Factor) with budget-based increases.
  • Apply annual rent increases to all Tax Credit & Bond properties.
  • Maintain Tax Credit / Bond Stat worksheets.
  • Prepare relevant schedules for internal and external use.
  • Maintain management reports on approved management, bookkeeping, and occupancy fees.
  • Maintain the Budget Tracking Schedule.
  • Maintain the HUD chart of accounts.
  • Prepare reports on rent potential, management fees, and contingencies for audited projects.
  • Stay updated on new policies, procedures, and regulations from federal, state, and local agencies related to rents and budgeting.
  • Develop new budget forms and procedures as needed.
  • Keep the budget procedures current in the Manager's Policies and Procedures Manual.
  • Train facility managers on budget procedures.
  • Perform special assignments as requested by management.
10% Budget submission
  • Submit completed budgets and utility allowances to HUD for contract renewals.
  • Submit OCAF documentation to HUD.
EDUCATION AND EXPERIENCE REQUIRED
  • Bachelor's degree in Business Administration, Accounting, Finance, Economics, Information Technology, or equivalent experience.
  • Experience in budget preparation is preferred.
  • Accounting experience is preferred.
  • Experience with HUD or governmental agencies is beneficial.
  • Proficiency in Excel, Word, and Windows is required.
  • Experience using computers, ten-key, and the ability to type memos and letters.
  • Strong verbal and written communication and analytical skills are essential.
  • This position may require occasional out-of-state or overnight travel.
Salary Range: $60,000 - $100,000 based on experience.

This job description aims to accurately reflect the job requirements; however, management reserves the right to modify, add, or remove duties from specific jobs and assign other duties as necessary.