Financial Planning Analyst

4 weeks ago

Chicago, Illinois, United States City of Chicago Full time
Job Summary

We are seeking a highly skilled Financial Planning Analyst to join our team at the City of Chicago. As a key member of our department, you will be responsible for performing financial planning, underwriting, and financial analysis of requests for Low Income Housing Tax Credits, Community Development Block Grant (CDBG), HOME Investment Partnerships Program, and other sources of funding assistance for affordable housing developments.

Key Responsibilities
  • Form and manage relationships with development teams, lending partners, public officials, Department of Planning and Development (DPD), City, and management staff, delegate agencies, community organizations, and other related parties, to successfully implement development programs and projects.
  • Process applications for new construction, rehab projects, and preservation of existing projects and collect information to evaluate the feasibility of a development proposal; conduct a simple analysis of applications of loans, subsidies, and land sale in conformance with departmental, local, state, and federal program requirements, policies, and procedures.
  • Process applications for complex financial structures and conduct financial analysis of subsidy requests, such as HOME or CDBG loans, low-income housing tax credits, Illinois affordable housing and historic tax credits, tax-exempt bonds, and Tax Increment Financing (TIF). Coordinate underwriting with all parties in conformance to applicable regulations and policies per DPD standards.
  • Prepare detailed written reports to summarize key elements of each development and demonstrate the result of the financial analysis as a means of justifying and funding recommendation; present recommendations to TIF Task Force, internal, and external loan committees, Community Development Commission (CDC), and other panels as applicable.
  • Coordinate with City staff, developers, and other parties as needed to implement plans for land and building acquisition and disposition, site improvements, demolition, rights-of-way changes, environmental clearance, and other activities necessary for development projects.
  • Monitor and report on the operational and financial performance of the portfolio relative to development proformas and benchmarks. Prepare operational and financial performance analyses, conduct research, and prepare narrative reports and proposals.
  • Assess the properties long-term financial suitability based on the review and analysis of audited financial statements and operational performance. Develop and implement turnaround plans as needed.
  • Contribute to property watch list process for troubled assets, and oversee necessary property modifications through to resolution.
  • Prepare PowerPoint and Word reports and present proposals to Project Round Table, Design Review, and Executive Project Review meetings.
  • Complete all pertinent documents and data checks and notify all involved parties in accordance with departmental procedures by established deadlines.
  • Presents projects in public forums professionally and knowledgeably.
Requirements
  • Graduation from an accredited college or university with a Bachelor's degree in Finance, Business Administration, Accounting, or a directly related field, plus three (3) years of experience in financial analysis, OR
  • Graduation from an accredited college or university with a Master's degree in Finance, Business Administration, Accounting, or a directly related field, plus two (2) years of experience in financial analysis.
Preferred Qualifications
  • Master's degree in Finance, Urban Planning, Public Administration, or Business Administration
  • Previous experience analyzing and evaluating the feasibility of commercial lending, economic development, and/or government funded financial proposals
  • Previous project and/or program management experience
  • Previous experience making public presentations to groups and/or organizations
  • Previous experience reviewing pro forma and other project development budgets
  • Proficiency working with Microsoft Word, Excel, Access, and PowerPoint

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