• Financial Analyst

    Conifer Realty LLC (Rochester, NY)


    Financial Analyst

     

    Rochester, NY, NY (http://maps.google.com/maps?q=1000+University+Ave+Rochester+NY+USA+14607-1239) • Corporate Accounting

     

    Job Type

     

    Full-time

    Description

    GENERAL DESCRIPTION:

    To conduct analysis and assist with all phases of real estate transaction: refinancing, underwriting, acquisitions and dispositions. This includes the placement and closing of debt and equity for new and existing properties, as well as acquisitions and dispositions of property, portfolio, and partnership interests. Requires curiosity, critical thinking, and desire for continuous learning and improvement. Must be comfortable in a fast paced, entrepreneurial environment.

    LOCATION:

    + This position is not fully remote. Candidates must reside in Rochester, NY or within commuting distance to support a hybrid work model. While some remote work is permitted, regular office attendance is an essential function of the role. The Rochester Resource Center will serve as your base office.

    RESPONSIBILITIES:

    + Analyze affordable housing properties, as well as portfolios, and partnership interests

    + Analyze and interpret complex legal and financial documents (including property operating statements, audits, loan documents, regulatory agreements, organizational documents, etc.).

    + Communicate, and follow up with potential buyers, sellers, lenders and investors

    + Help to resolve agency, investor and lender-related issues. Obtain required approvals when required.

    + Track and report progress of deal activity. Take initiative to push deals along

    + Perform analysis related to tax credit syndication and mortgage placement. Evaluate debt and equity proposals and make recommendations.

    + Coordinate across multiple departments to obtain information, track responses, and collaborate to resolve issues.

    + Other Portfolio Management-related duties and projects as assigned.

    SKILLS:

    + Excellent analytical and critical thinking skills

    + Strong oral and written communication skills, as well as interpersonal communication skills.

    + Strong familiarity with MS Office software, with demonstrated proficiency using Excel for complex financial analysis.

    + Excellent organizational and time management skills to meet required deadlines.

    + Able to work independently and as part of a team.

    + Flexible and adaptable; able to complete a wide variety of tasks within varying timeframes.

    + Resourceful; proactive; eager to learn, tackle problems, and take on new responsibilities.

    + Business Professional with excellent business judgment.

    Requirements

    EXPERIENCE:

    + 3+ year’s relevant real estate financial modeling/underwriting experience.

    + Affordable Housing financial experience preferred, but not required.

    EDUCATION/TRAINING:

    + Graduate Degree in Business, Real Estate, Law, Finance, Accounting, or equivalent work experience and a Bachelor’s Degree

     

    Conifer Realty is a professional, service-oriented organization offering a competitive compensation package commensurate with experience, along with excellent benefits that include ongoing training and development, 13 holidays, 15 days paid time off, 401K with company match, medical, HSA, dependent care Flex account, dental, vision; company-paid life, short and long-term disability insurances; and a wellness program.

     

    The salary rage for this position is $64,000.00 - $67,000.00. The actual compensation may vary depending on a wide range of factors, including experience, skills, qualifications, certifications, location, etc. This range does not include additional forms of compensation such as bonuses.

     

    APPLY TODAY via our website link:http://www.careersatconifer. com (http://www.careersatconifer.%20com/) complete our application process and attach your resume. You will hear directly from the hiring manager on next steps in the process. Thank you for your interest in joining the Conifer Team!

     

    Conifer Realty LLC is an Equal Opportunity Employer and does not discriminate on the basis of any legally protected status or characteristic. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

    Salary Description

    $64,000.00 - $67,000.00