Senior Financial Planning Specialist

5 days ago


Rockville, Minnesota, United States Creative Financial Staffing Full time

About the Opportunity:

  • Our client, a non-profit housing organization, requires a Financial Analyst to work on-site.
  • Compensation: $33/hr, depending on experience.
  • The role is expected to last 3+ months.

Overview of the Role:

  • The successful candidate will develop and maintain systems to track property-specific compliance requirements based on loan documents, regulatory agreements, etc.
  • Draft communications for investors and government partners, including quarterly project status reports and progress updates.
  • Maintain ownership entities' good standing, ensuring active SAM.gov and Grants.gov accounts, trade name renewals, charitable organization registrations, entity licenses, sales and property tax exemptions.
  • Create and manage contact matrices for notifications and document distribution.
  • Analyze operating statements, budgets, rent rolls, and property expenditures to identify areas for improvement.
  • Evaluate refinance & acquisition opportunities.
  • Coordinate communication between accounting, development, and management companies for audit and financial reporting purposes.
  • Produce reports and analyses as needed.

Key Qualifications:

  • At least 3 years of finance experience.
  • A Bachelor's degree in Accounting, Finance, or a related field.
  • Advanced Excel skills, including pivot tables and vlookups.
  • Excellent written and verbal communication skills.


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