Senior Financial Forecasting Accountant

Position Summary

Under supervision, this Financial Forecasting Senior Accountant, which specializes in financial forecasting and/or structured finance as well as other related services such as cost segregation studies as well as potential assistance on valuation type engagements, will complete a variety of assignments as designated by their manager, partner and/or principal (collectively their “Supervisor”). Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter.

Your Contributions and Responsibilities

• Complete assignments, including the preparation of financial forecasts and related assignments as directed by the Supervisor

• Evaluate and extract financial and non-financial data from information provided by clients, including letters of intent, term sheets, audited financial statements, tax returns, partnership agreements, loan agreements, appraisals, cost segregation studies, independent engineering reports and other related transaction agreements.

• Collaborate and consult with clients on ways to optimize investment return profiles by evaluating different ownership structures, federal and state subsidies, as well as debt and equity financing options

• Participate in meetings with clients and project finance team members to discuss issues involved with structuring investments that qualify for federal tax credits from federal opportunity zones, renewable energy, historic rehabilitation and/or new markets tax credits

• Document and reference assumptions used in the financial modeling engagements

• Prepare summarized financial data reports

• Identify and communicate potential problem areas during engagements

• Assist, as deemed necessary, with accounting, audit and tax engagements with respect to year-end financial statement audits and tax returns as well as cost certifications and cost segregation studies

• Other related assignments as deemed appropriate

Your Background and Skills

• Exhibit interest in developing a better knowledge of project and corporate finance, in particular with respect to  tax credit subsidized investments

• Strong verbal and written communication skills

• Perform work accurately and in a time-efficient manner with strong attention to detail

• Strong organizational and follow-through skills, ability to coordinate complex activities and prioritize conflicting demands and deadlines

• Ability to accept constructive feedback and make adjustments as directed

• Ability to work collaboratively and foster a productive, team-oriented environment

• Very proficient with Microsoft Excel (Windows) with existing knowledge of how to create and evaluate the following types of formulas:

  • Sumif and COUNTIF

  • VLookup

  • Pivot tables

  • “If” formulas, including multiple if-type formulas and IF combined AND/OR

  • IRR, MIRR and XIRR

  • PV and NPV.

  • Goal seek

  • MATCH

  • INDEX Match

  • CONCATENATE

  • ROUND

• Strong computer skills, including solid skill in the Microsoft Office suite (particularly Excel) and report writing tools, and ability to learn new programs quickly

• Maintain a professional demeanor with coworkers and clients

• Adhere to internal Firm deadlines (time entry)

• Ability to contribute ideas and add value to designated team

• Knowledge of partnership accounting/taxation, real estate and lending terminology and other related concepts is a plus

• Ability to sit for the CFA or CPA exam or having passed sections of the CFA exam or CPA exam is a plus

• Available to work evenings and weekends based on position needs and to travel domestically if required

Your Qualifications

Bachelor’s degree, preferably in finance, accounting, or economics, and 2 years of appropriate experience. 

Experience with any of the following is helpful but not mandatory:  Renewable energy, Historic preservation, New Markets Tax Credits, Affordable Housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Housing and Urban Development (HUD), Real Estate, Developers, Partnerships,  Forecasting, Cost Segregation, Partnership Exits.

Why work with us?

Our firm is committed to providing our people with opportunities to excel professionally.  We believe in the importance of a welcoming work culture and quality work-life integration to support our staff as we grow together.

We’re leading the way to a better future of work culture. 

• Increased number of paid holidays per year
• Competitive salaries with continuous review of market conditions
• Flexible working hours and work arrangements
• Remote and hybrid opportunities
• Expanding Social Impact department for a healthy, happy, inclusive and productive workplace

The benefits of joining our team

• Strong growth opportunities

• Competitive compensation and benefits package

• 401(k) package with firm profit-sharing

• Discretionary annual bonuses for eligible positions & CPA bonus plan

• Strong emphasis on quality work-life integration

• Dress for your day policy

• Resources of a national firm

• Compensation: $77,000 to $94,000 depending on experience.  More is possible if experience dictates. 

Get to know us better!

Hello! We’re Novogradac & Company LLP, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country.

Novogradac & Company LLP is one of the nation’s top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.

Ready to learn more?

To be considered for this position, interested candidates MUST apply via our company website:   https://www.novoco.com/careers 

Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). 

Novogradac and Company LLP is an equal opportunity employer. Novogradac’s culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.

By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.