Financial Analyst II (DSNR)

The Finance Analyst II coordinates and administers the financial reporting and oversight responsibilities of the Real Estate Services Department. Prepares Real Estate Services department budget, financial exhibits for housing/grant applications, and administers budgets and reporting associated with grants and other funding administered by Real Estate Services. Performs scenario analysis as well as complex statistical, cost and financial analysis of financial reports and data, and prepares subsequent narrative analysis for management.

The position duties and responsibilities listed below describe the general nature and scope of work. Other responsibilities, duties, and skills may be required and assigned, as needed. These essential functions require a consistent presence in the work environment on a regular basis and regular attendance must be maintained. 

• Prepares the draft annual budget for the department management review. Research fluctuations between actual and projected operations/expenditures. 

• Monitors DSNR budget on a monthly basis and identifies all costs charged to the Real Estate Services budget units for review by management.

• Monitors budgets of all grants and funding sources administered by DSNR to ensure adherence to approved budgets and compliance with all financial requirements.

• Participates in the research and preparation of financial exhibits included in proposals for the development, demolition, disposition, and acquisition of real estate.

• Researches funding availability and compiles information for grant applications and proposals.

• Coordinate with DSNR staff & Finance and Accounting Division on payment of all project draws and invoices to consultants, contractors & vendors.

• Coordinate with DSNR staff & Procurement Division to ensure proper tracking and payments on contracts related to DSNR.

• Analyzes complex financial data and extracts and defines relevant information; reviews financial pro forma packages from third party development firms including projected operating statements, construction and permanent development budgets, and other relevant performance indicators to evaluate project feasibility and long term viability of possible multifamily assets.

• Provide a high level development portfolio and pro forma analysis and strategy. 

• Assist Project Managers in review of legal documents related to development transactions.

• Maintains competency and monitors changes in federal, state, and local laws and regulations, affordable and public housing financing programs, and other factors that affect the affordable and public housing development process.

• Supports the Director of Development Services and Neighborhood Revitalization in the creation and achievement of departmental and agency goals and objectives. Including providing tracking indicators and updates to other organizational departments.

• Provides updates to outside agencies regarding the status and financing of development projects. 

• Uses various software applications, such as spreadsheets, relational databases, statistical packages, and graphics packages to assemble, manipulate and/or format data and/or reports.

• Prepares and submits various scheduled and special reports, budgets, records and statistical information for presentation to the President and CEO, Board of Commissioners, HUD and others, as may be necessary for DSNR activities.

• Assist the Director in preparation of presentations, resolutions, and Board memoranda. 

• Applies a working knowledge of applicable laws and regulations; verifies documents for completeness and compliance with government and private agencies.

• Serves as Real Estate Services representative in meeting with staff in other divisions to provide assistance in budgetary, accounting, internal controls and data processing matters.

• Ensures compliance of written guidelines, Federal, HUD, State, and local regulations, and Opportunity Home San Antonio policies and procedures.

• Ensures timely preparation of required reports necessary for submission to HUD and other funding sources. 

• Establishes and maintains effective working relationships regarding the suitability of work to be done with subordinates, co-workers, contract personnel, consultants and other persons outside of Opportunity Home San Antonio.

• Review and approve department employees timesheets.

• Works on special projects as directed by upper management.

• Complete all duties as assigned or requested as outlined in operational and procedural guidelines. These guidelines are maintained and issued in the event of an emergency situation that arises at a property or any other location that serves our residents or employees. 

• Recognize the significance of a data driven organization that adheres to expanded policies and practices in the area of data governance. Learn the distinct and different roles to include: Data Trustee, Data Domain Stewards, Data System Custodians, Data Stewards and Data Users. Effectively collaborate with the various data roles as needed on a daily basis or in a project capacity.

• Other duties as assigned.

This position requires the incumbent to exhibit the following behavioral skills

1. Values Driven | Demonstrates an understanding of the values (Compassion, Equity and Excellence) and embodies the values in their work and interactions with residents, vendors, co-workers, supervisors, board members, community members, and other stakeholders.

2. Leadership | Provides direction to people and/or projects by clearly and effectively setting course of action for the assigned department staff and tasks; manages the planning, execution, and achievement of assigned department goals.

3. Customer Service | Responds with Compassion in a professional manner to the expectations and needs of internal and external customers; is friendly and helpful to all customers, fostering positive relationships while providing Excellent service.

4. Effective Use of Information | Communicates important information to those who need to know clearly, securely, effectively, orally and/or in writing; proactively exchanges accurate and timely information.

5. Commitment and Continuous Improvement | Sets the standard for Excellence by proactively pursuing innovation through systematic experimentation and learning.  Corrects mistakes by assessing appropriate processes, proposing adjustments, and prioritizing long-term solutions.

6. Teamwork | Balances team and individual responsibilities; exhibits Compassion, objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; supports everyone's efforts of Excellence; attends, supports, and participates in the organization’s team building events.

7. Responsiveness and Accountability | Demonstrates a high level of Excellence and holds oneself personally responsible for one's own work; complies with procedures and directives and understands the importance of maintaining and managing confidential information; recognizes and anticipates issues and provides a responsive resolution in a timely manner.

Education

Required

• Bachelor’s Degree from an accredited college or university in Accounting, Business, or a related field. 

Experience

Required

• Four (4) years of progressive responsibility required in real estate, development, or a related field.

• Advanced knowledge of financial software, including database, spreadsheet, and presentation applications.

• Must have the ability to learn and use cloud applications such as the Google GSuite applications, including but not limited to Google Chrome Browser, Gmail, Drive, Calendar, Docs, Sheets, and Slides. Understand document sharing and collaboration in the cloud. Experience and proficiency with Microsoft Office 365, cloud-accessible applications including but not limited to One Drive, Outlook, Word, Excel, and PowerPoint, or MAC or PC desktop equivalent, is acceptable. 

• Successful completion of a criminal history background check, education, and work history verification, and drug screening test.

Preferred Education and Experience 

• Ability to learn cloud technologies such as LucidChart for diagrams, workflow and chart drawing.  Experience with Vizio or equivalent is acceptable. Basic understanding of Virtual Private Network (VPN) access to connect to internal business systems.

License Certificates

Required

• Texas Class “C” driver’s license at the time of placement and insurable by the organization’s fleet and liability insurance carrier.

• Must have the ability to earn certifications as required by assigned tasks.

Technical Skills

To perform this job successfully, the employee should have

• Knowledge of HUD programs, Federal, State, and local laws, ordinances, policies, and regulations relating to the assigned area of responsibility and ability to ensure compliance.

• Knowledge of and expertise in JD Edwards software system.

• Knowledge of Microsoft Office (Excel, Access, Word, and PowerPoint) and Google Docs software.

• Ability to create and use computer spreadsheets and graphical presentations.

• Ability to prepare a variety of financial statements, reports, and analyses and maintain accounting and budgetary data & records.

• Ability to schedule and coordinate projects, set priorities, and adapt to changing priorities within established timelines.

• Analyze situations accurately and adopt an effective course of action.

• Work independently with minimal supervision.

• Communicate effectively both verbally and in writing.

• Establish and maintain cooperative and effective working relationships with others.

The physical demands described here are representative of those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

To perform this job successfully, the employee is frequently required to remain in a stationary position. Daily movements include sitting, standing, operating computers and other office equipment, walking and moving about the office and/or community property, and attending onsite and offsite meetings. The employee must be able to complete data entry, utilize various portals, and communicate via email and verbally via telephone. Ability to walk large properties and climb stairs. The employee must occasionally transport up to 25 pounds. 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Office Environment

• The noise level in the work environment is usually moderate.

• High level of interaction with external/internal clients.

• May be transferred or be required to work at different properties or sites for interim periods in order to support business needs. 

Outside Environment

• Subject to environmental elements when conducting visits to various sites or participating in outside events.

In compliance with the Americans with Disabilities Act, the organization will make reasonable accommodations to the known disability of a qualified applicant or employee to enable people with disabilities to enjoy equal employment opportunities, if it would not impose an “undue hardship” on the operation of the employer’s business.

As a public agency, the organization is committed to maintaining the highest of ethical standards. Applicants selected for employment are expected to perform work responsibilities with the highest degree of integrity, professionalism and honesty, to merit the respect of our co-workers, clients, partners, vendors and the general public. Applicants selected for employment are also expected to serve the public with dedication, concern, courtesy and responsiveness.  

Equal Employment Opportunity Statement 

Opportunity Home is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, religion, gender (including pregnancy, gender identity and sexual orientation), national origin, age (40 or older), disability, or genetic information, marital status, veteran status, arrest record or any other characteristic protected by applicable federal, state or local laws. Opportunity Home is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. This position specification is not an employment agreement or contract. Management has the exclusive right to alter this position specification at any time, without notice. 

Salary : $68,919