What are the responsibilities and job description for the Financial Forecasting Manager. position at Novogradac?
Financial Forecasting Manager
Position Summary
The Financial Forecasting Manager role, which specializes in financial forecasting and mixed-finance transaction structuring, will complete a variety of assignments as designated by the Principal or Partner. The Manager should function with minimal supervision and increased focus is placed on supervising and mentoring Staff and Senior Accountants, strengthening and developing client relationships, and increasing office profitability. 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
- Assume primary responsibility for financial forecasting engagements for tax credit subsidized transactions, including planning, staffing, timing, technical issues and other decisions. Oversee completion of engagements, including identifying and solving problem areas during the engagement, with minimal oversight or assistance
- Conduct thorough engagement reviews
- Consult with clients on ways to optimize tax credit equity investments by evaluating different ownership structures, federal and state subsidies, as well as debt and equity financing options
- Participate in conference calls 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
- Supervise and mentor Senior and Staff Accountants, including guiding and educating them in technical areas, identifying professional development opportunities and maintaining a respectful team atmosphere
- Complete annual performance evaluations for assigned staff and manage employee performance conversations
- Assist Principals and Partners with identifying, meeting with and pursuing new clients.
- Find opportunities to turn acquired technical knowledge into high value-added opportunities for Firm clients
- Promote the Firm’s image by participating on conference panels, contributing to Firm publications, attending recruiting events, conducting in-house and client trainings, etc.
- Demonstrate an understanding of the value of enhancing the Novogradac brand by fostering collegial relationships with all Partners, employees, clients and prospects of the Firm
- Develop, strengthen and grow client relationships through professionalism, responsiveness and service-oriented approach
- Enhance skills in the industries the Firm focuses on by seeking out and completing training courses
- Increase office profitability by managing your time and the time of Staff and Senior Accountants efficiently, contributing ideas and adding value
- Other duties and projects as assigned
Your Background and Skills
Your Qualifications
Bachelor’s degree, preferably in accounting, finance or economics, and 5-8 years of appropriate experience. CPA license is required (exception may be considered depending on candidate experience). Prior supervisory experience is strongly preferred.
Experience with any of the following is helpful but not mandatory : Affordable Housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Renewable Energy Tax Credits (RETC), Historical Tax Credits (HTC), Housing and Urban Development (HUD), New Markets Tax Credits (NMTC), Real Estate, Developers, Partnerships, Housing Authority (HA), Public Housing Authority, Community Development Financial Institutions (CDFI), Community Development Entity Certification Applications (CDE), Property Compliance, Nonprofit, Single Audit, Uniform Guidance, A-133, Forecasting, Cost Segregation, Year 15 Exit, Tax-exempt bond and HOME programs.
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.
The benefits of joining our team
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?
Salary : $108,000 - $148,000
