Financial Consultant OR Senior Financial Consultant (Hybrid/CA) jobs in United States
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California Housing Partnership · 2 months ago

Financial Consultant OR Senior Financial Consultant (Hybrid/CA)

The California Housing Partnership is a dynamic nonprofit focused on increasing the production and preservation of affordable homes in California. They are seeking a Financial Consultant or Senior Financial Consultant to provide financial strategies and consulting services to nonprofit and local government housing agencies, along with coaching and mentoring project managers.

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H1B Sponsor Likelynote

Responsibilities

Advising clients on financial strategies to structure and maximize equity and bond or loan proceeds raised, selection of equity investors and lenders, and negotiation of deal terms, preparation of financial projections and assistance in obtaining funding from a large array of competitive programs
Independently run the Partnership’s in-house proforma considering all of the above funding sources, their rules and interactions
Provide expert advice to nonprofit and local government housing agency partners regarding the optimal use of all the financing programs and services described above
Provide expert consulting services on syndication and resyndication structuring, including a strong understanding of tax and financial concepts, as well as investor negotiating strategies
Provide expertise to our partners on exit strategies for projects where Tax Credits are reaching the end of their 15-year compliance period by analyzing project economics, tax and regulatory considerations, and assisting partners in structuring a financing plan that employs innovative techniques to ensure that the nonprofit sponsor can retain ownership of the project with minimal out-of-pocket cash requirements
Assist in designing and delivering training programs on the above topics, including training sessions for the Housing Development Training Institute (HDTI) conducted by the Partnership
Provide expert technical assistance to the staff of nonprofit and local government housing agencies regarding the same list of topics
Periodically assist with basic office administrative functions consistent with a small nonprofit organization

Qualification

Affordable housing financingLow Income Housing Tax CreditProforma modelingTax-exempt bondsMicrosoft Office proficiencyCloud-based toolsProject managementInterpersonal skillsCommunication skillsDetail-orientedOrganizational skillsSelf-starter

Required

At least four (4) years' experience in affordable multifamily housing development and financing
Master's degree in a directly related field may substitute for up to one year of work experience
Detailed knowledge of current multifamily financing techniques and resources including the rules of at least the most important financing programs listed
Extensive hands-on experience with the Low Income Housing Tax Credit (LIHTC) program including experience preparing LIHTC applications with minimal supervision and detailed knowledge of LIHTC investment structuring and analysis
Extensive experience in developing and running multifamily rental real estate proformas
Knowledge of and ability to communicate about affordable rental housing policy issues
Proficiency with Apple computers and various cloud-based tools such as Salesforce, DropBox, Google Drive, and Microsoft OneDrive or willingness and ability to learn such tools
Expert level ability with Microsoft Office products including Excel, Word and PowerPoint
Alignment with the Partnership's stated mission as well as core organizational and equity values as demonstrated by prior work and life experience
Ability and willingness to travel within California
At least seven (7) years' experience in affordable multifamily housing development and financing
Master's degree in a directly related field may substitute for up to one year of work experience
Detailed knowledge of current multifamily financing techniques and resources including the rules of at least the most important financing programs listed
Extensive hands-on experience with the Low Income Housing Tax Credit (LIHTC) program including experience preparing LIHTC applications with minimal supervision and detailed knowledge of LIHTC investment structuring and analysis
Extensive hands-on experience in at least one of the following: Applying for and structuring tax-exempt bonds and State of CA HCD programs; Proforma modeling, including full tax analysis; and Lender/investor negotiations and document review
Extensive experience in developing and running multifamily rental real estate proformas
Knowledge of and ability to communicate about affordable rental housing policy issues
Proficiency with Apple computers and various cloud-based tools such as Salesforce, DropBox, Google Drive, and Microsoft OneDrive or willingness and ability to learn such tools
Expert level ability with Microsoft Office products including Excel, Word and PowerPoint
Alignment with the Partnership's stated mission as well as core organizational and equity values as demonstrated by prior work and life experience
Ability and willingness to travel within California

Benefits

100% employer-paid medical, dental, and vision insurance
80% premium coverage for dependents
Medical waiver subsidy for employees who opt out of health insurance
Employer-paid Health Reimbursement Account (HRA) covering up to $1,200/year for out-of-pocket medical expenses
Hybrid work model
Employer-funded Specialty Reimbursement Account of up to $500 for home office equipment in the first year and $250 annually thereafter
Cell phone and home internet reimbursement
Office commuter subsidy of up to $220 per month
403(b) retirement plan with employer contributions based on years of service
Dependent Care Flexible Spending Account (FSA)
Immediate paid time off (PTO) accrual and usage with no waiting period
Access to an Employee Assistance Program (EAP) for mental health and personal support

Company

California Housing Partnership

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California Housing Partnership is a non-profit organization that provides affordable housing.

H1B Sponsorship

California Housing Partnership has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (1)

Funding

Current Stage
Early Stage

Leadership Team

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Matt Schwartz
President & CEO
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Company data provided by crunchbase