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Lead Financial Analyst
2 months ago
Homewise, Inc. is a progressive organization committed to providing individuals and families with affordable homeownership solutions. We are in search of a highly driven and meticulous Senior Accountant to become a vital part of our Finance and Operations division. The ideal candidate will significantly contribute to supporting the CFO, Controller, and respective teams in executing effective financial strategies and ensuring precise financial documentation.
Key ResponsibilitiesStrategic Financial Assistance: Collaborate with the CFO, Controller, and relevant teams to formulate and execute suitable financial strategies for the organization.
Corporate Financial Management:
- Conduct daily corporate accounting tasks and oversee month-end closing procedures.
- Handle invoice processing, cash deposit recording, and necessary adjusting entries.
- Maintain thorough documentation to substantiate transactions in the general ledger and subsidiary ledgers.
Project Management: Spearhead and support initiatives such as the New Markets Tax Credit (NMTC) Program, Real Estate Development, and various LLC reconciliations.
Insurance Coordination:
- Ensure seamless integration of Real Estate Development and organizational insurance.
- Engage with brokers, leadership, and team members to assess coverage levels and pinpoint consolidation opportunities.
Financial Reporting: Utilize Sage Intacct to refresh recurring reports for activities including home sales, work-in-progress, cost summaries, rental operations, and compliance obligations.
Cash Flow Management:
- Develop cash flow forecasts and projection models in collaboration with the CFO, Controller, and financial team.
- Contribute to the ongoing enhancement of cash flow processes.
Collaboration and Communication: Partner closely with internal departments such as loan production, operations, servicing, real estate sales, and community development to ensure optimal service delivery practices.
Software Proficiency: Leverage electronic tools including Salesforce (STARS database system), Sage Intacct, Microsoft Outlook, Teams, and advanced Excel skills to enhance service delivery.
Regulatory Adherence: Ensure compliance with all relevant regulations, policies, and procedures.
Process Optimization: Actively seek and implement continuous improvements to elevate the overall efficiency of the finance team.
QualificationsEssential Skills:
- Expertise in standard accounting practices and GAAP principles.
- Technical proficiency in understanding Homewise's nonprofit financial model and applicable accounting policies related to bank accounts, investments, loans, mortgages, real estate development, grants management, and standard accounts.
- Exceptional customer service skills, demonstrating responsiveness to both internal and external inquiries.
- Strong listening abilities to comprehend various perspectives and anticipate customer needs.
- Effective communication skills, both verbal and written.
- Adaptability to swiftly adjust to changing priorities and conditions.
- Proficient in Microsoft Excel, Word, Outlook, and other relevant software applications.
- Ability to work independently with minimal supervision.
- Commitment to maintaining high personal performance standards.
Education and Experience:
- A minimum of three years of experience in finance, accounting, auditing, or a related field within a financial institution or mortgage company.
- A Bachelor's degree in business, accounting, finance, economics, mathematics, or a related discipline (or four years of equivalent work experience may be considered in lieu of a degree, in addition to the required work experience).
Work Environment:
- Willingness to travel as necessary.
- Availability for flexible working hours, including evenings or weekends, as required.
- This position offers a hybrid work model, requiring a minimum of three days in the office alongside remote work.
If you are a detail-oriented professional with a passion for finance and a commitment to making a positive impact in the community, we encourage you to consider this opportunity.