Develop, maintain, and communicate asset-level business plans aligned with financial and operational goals
Monitor performance across occupancy, collections, expenses, reserves, capital needs, and compliance
Provide ownership-level insight and recommendations on portfolio strategy and asset performance
Lead portfolio reporting and present risks, opportunities, and action plans to senior leadership
Review monthly financials, variances, and reforecasts; identify trends and recommend solutions
Establish reporting processes that support decision-making without overburdening operations
Review and analyze property operating budgets, reserve levels, and capital needs to evaluate financial performance and support ownership-level asset strategy
Lead and execute financial strategy for refinancing, recapitalizations, Year 15 transitions, and dispositions
Partner closely with the Compliance team to monitor regulatory performance, identify compliance-related risks, and support resolution planning for LIHTC, HUD, and other affordable housing programs
Serve as a primary contact for investors, lenders, and financial partners post-stabilization
Requirements
Bachelor’s degree in Finance, Real Estate, Business Administration, or related field required
7+ years of progressive experience in affordable housing asset management or related ownership-side roles
Strong experience with LIHTC, HUD, and affordable housing operations
Experience with financial analysis, portfolio oversight, and capital strategy
Prior leadership or department-building experience preferred
Relevant professional certifications or designations in real estate, finance, or asset management are a plus (e.g., CFA, CPA, CCIM, or similar)