Financial Analytics Manager (Fund Tax Credit) for large reputable Financial Services institution

V

Vertical Careers, Inc.

Financial Analytics Manager (Fund Tax Credit) for large reputable Financial Services institution

Pittsburgh, PA
Full Time
Paid
  • Responsibilities

    Financial Analytics Manager (Tax Credit) -- Director Equivalent

    Seniority Level: Director

    Location: Fully Remote; however, if near a hub location may need some in-office visits

    Visa Sponsorship is NOT eligible for this role, must be US Citizen or Green Card Holder

    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. Also manages processes, procedures, quality control, and related analytical functions for the LOB.
    • 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. Connects strategy to day-to-day activities and updates the team on a regular basis

    Qualification/Education:

    • University / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable.
    • 8+ years of Industry-relevant experience - public accounting in Financial Services/Asset Management desired.
    • 5+ years of prior management experience - proven leadership experience with a moderate to large scope of responsibility.

    Qualification/Other Details:

    • Financial Services, Asset Management, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue Recognition, Fund Management, Investment Performance Measurement, Fund Accounting & Financial Modeling, Tax Credit Structures, Tax Accounting/Regulations
    • Business Analytics, Decision Making and Critical Thinking, Effective Communications, Problem Solving, Process Management, People Management

     

  • Compensation
    $250,000 per year