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Analytics Manager / Tax Credit (REMOTE)

$185,000 to $250,000 + Bonus + Full Benefits (No Sponsorship)

Job Description

  • Manages the fund modeling, forecasting and budgeting functions and understands the tax ramifications of the various tax credit structures.
  • Supervises the forecast modeling of both lower tier equity and debt as well as upper tier modeling including benefit schedules for quarterly investor reporting.  
  • Oversees fund management functions and all processes related to the group including analytical, forecasting and technical modeling functions. Establishes best practices and administrative protocols.
  • Supports and collaborates with other departments within the LOB throughout the life cycle of the transaction. This includes working with the finance team to review tax returns, updating models for the asset management team as needed, and advising the investor sales team on most beneficial fund structures.
  • Motivates and develops staff which includes, acquiring top talent and managing performance based issues. Effectively plans, organizes, directs, analyzes and evaluates staff and processes.

Skills

·         Asset Management, Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue Recognition

Requirements:

  • ·         Business Analytics, Decision Making and Critical Thinking, Effective Communications, Fund Management, Investment Performance Measurement, Problem Solving, Process Management, Tax Regulations
  • ·         Roles at this level typically require a university / college degree.
  • ·         Higher level education such as a Masters degree, PhD, or certifications is desirable.
  • ·         5+ years of prior management experience is typically required.
  • erformance of duties and tasks assigned.
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