About this role
Role Overview
- Provides financial performance analysis, risk assessment support and compliance monitoring for a portfolio of U.S. Bank tax credit investments.
- Engages as front-line contact with customers and investment partners to coordinate communications, requests for information and financial and operational reporting.
- Interacts with internal and external customers, general partners and project sponsors regarding partnership reporting requirements and programmatic compliance with the New Market Tax Credit (NMTC) programs.
Requirements
- Typically Bachelor's degree with emphasis in Accounting, Finance, Business Administration, Real Estate, Economics, or Taxation, or equivalent work experience
- Typically up to three years of related experience
- Advanced knowledge of financial principles and capable of reading and interpreting financial statements of partnerships, corporations and individuals
- Excellent understanding of accounting rules and procedures, including the Generally Accepted Accounting Principles (GAAP)
- Strong customer service skills
- Well-developed mathematical and analytical skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Advanced Microsoft Excel skills including VLOOKUP and pivot tables
- Experience and technical knowledge of real estate development, property management or tax credit financing is preferred
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law