Financial Analyst

Support low-income housing tax credit (LIHTC) project analysis by maintaining property-level inputs, producing financial modeling outputs, and tracking Originations activity.

Responsibilities

• Enter and update property-level financial data to help determine initial viability for LIHTC projects (as required by the Originator)
• Develop Letters of Understanding (LOU) using WNC’s financial model
• Contribute to meetings, conferences, and developer meetings as needed
• Create state-specific group email lists based on application and award lists
• Prepare an Originations “Exceptions Chart” and a WNC internal scoring sheet for each signed deal
• Maintain the Originations department calendar
• Collect, organize, and support initial due diligence materials, including items such as Developer Experience, Net Worth, and Market Study
• Create, update, and distribute monthly analysis charts covering Originations department operations
• Organize transportation for housing conference materials
• Update and manage the Originations Pipeline, including tracking of lost projects
• Assist Originations, Acquisitions, Syndications, and senior staff with special projects as needed

Requirements

• Willingness to support a teamwork concept and help others
• Willingness to take ownership of work and initiate tasks with responsibility
• Intermediate skill level of Excel
• Detail oriented with attention to accuracy and organization related to the WNC Financial Model and Letter of Understanding
• Ability to perform under a heavy workload generated by multiple Originators
• Demonstrated ability in problem solving, priority setting, and planning
• Excellent verbal and written communication skills

Education & Experience

• Bachelor’s degree required in Finance, Accounting, Business, Real Estate, or a related field
• Minimum 2 years of relevant professional experience in finance, accounting, real estate, or a related field (noted range: 2–3 years)
• Experience in financial analysis, financial modeling, real estate underwriting, or similar analytical responsibilities is preferred

Benefits

• Medical, dental, and vision insurance
• Paid time-off
• 401k match
• Life insurance
• Long-term disability

Location: Irvine, CA (onsite)

Compensation: USD 75,000 - 90,000 per year

Technology: Excel