Financial Forecasting Manager
1 week ago
The Financial Forecasting Manager position at Novogradac & Company specializes in financial forecasting and mixed-finance transaction structuring. This role will complete a variety of assignments as designated by the Principal or Partner, with a focus on supervising and mentoring Staff and Senior Accountants, strengthening and developing client relationships, and increasing office profitability.
Your Responsibilities
- Assume primary responsibility for financial forecasting engagements for tax credit subsidized transactions, including planning, staffing, timing, technical issues, and other decisions.
- Oversee completion of engagements, including identifying and solving problem areas during the engagement, with minimal oversight or assistance.
- Conduct thorough engagement reviews.
- Consult with clients on ways to optimize tax credit equity investments by evaluating different ownership structures, federal and state subsidies, as well as debt and equity financing options.
- Participate in conference calls with clients and project finance team members to discuss issues involved with structuring investments that qualify for federal tax credits from federal opportunity zones, renewable energy, historic rehabilitation, and/or new markets tax credits.
- Supervise and mentor Senior and Staff Accountants, including guiding and educating them in technical areas, identifying professional development opportunities, and maintaining a respectful team atmosphere.
- Complete annual performance evaluations for assigned staff and manage employee performance conversations.
- Assist Principals and Partners with identifying, meeting with, and pursuing new clients.
- Find opportunities to turn acquired technical knowledge into high-value-added opportunities for Firm clients.
- Promote the Firm's image by participating on conference panels, contributing to Firm publications, attending recruiting events, conducting in-house and client trainings, etc.
- Demonstrate an understanding of the value of enhancing the Novogradac brand by fostering collegial relationships with all Partners, employees, clients, and prospects of the Firm.
- Develop, strengthen, and grow client relationships through professionalism, responsiveness, and a service-oriented approach.
- Enhance skills in the industries the Firm focuses on by seeking out and completing training courses.
- Increase office profitability by managing your time and the time of Staff and Senior Accountants efficiently, contributing ideas, and adding value.
Bachelor's degree, preferably in accounting, finance, or economics, and 5-8 years of appropriate experience. CPA license is required. Prior supervisory experience is strongly preferred. Experience with Affordable Housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Renewable Energy Tax Credits (RETC), Historical Tax Credits (HTC), Housing and Urban Development (HUD), New Markets Tax Credits (NMTC), Real Estate, Developers, Partnerships, Housing Authority (HA), Public Housing Authority, Community Development Financial Institutions (CDFI), Community Development Entity Certification Applications (CDE), Property Compliance, Nonprofit, Single Audit, Uniform Guidance, A-133, Forecasting, Cost Segregation, Year 15 Exit, Tax-exempt bond, and HOME programs is helpful but not mandatory.
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