Financial Reporting Analyst

Overview

Support NEF’s year-end project reporting and ongoing financial analysis functions, including oversight of project-level tax returns and audits. Perform quarterly financial analysis of project-level financial statements to support Asset Management and broader portfolio oversight. This role partners closely with Fund Accounting and Asset Management to ensure timely, accurate, and consistent reporting.

• Support year-end reporting processes, including coordination, collection, and review of project-level tax returns, audits, and related documentation to meet investor reporting deadlines.
• Serve as a point of contact for project sponsors and CPAs, ensuring clear communication and timely resolution of reporting requests and issues.
• Escalate delays, risks, and key reporting issues to the Financial Analysis Manager and VP of Financial Analysis, as needed.
• Review draft and final audited financial statements and tax returns using standardized checklists, identifying and resolving discrepancies, unusual items, or variances with CPAs and sponsors.
• Analyze variances between projections and actual project performance, partnering with Asset Management to obtain and validate material differences and/or tax credit calculation.
• Conduct quarterly financial analysis of project-level results to support Asset Management decision‑making.
• Maintain and update key documentation throughout the year related to tax and partnership concepts, including bonus depreciation, reportable entities, and minimum gain.
• Perform ad‑hoc reporting using Excel to support internal analysis and reporting needs.
• Identify and support implementation of process improvements across reporting workflows, systems, and internal controls.
• Perform additional duties and special projects assigned to support departmental and organizational objectives.

• Bachelor’s degree in Accounting; CPA designation preferred.
• 1–2 years of tax, audit, or financial reporting experience.
• Solid understanding of GAAP accounting and reporting.
• Strong time management and organizational skills.
• High attention to detail with strong self‑review and quality control skills.
• Ability to work independently, evaluate options critically, and consistently meet deadlines.
• Strong analytical and problem‑solving skills with a continuous improvement mindset.
• Strong written and verbal communication skills, with the ability to thrive in a team‑oriented environment.
• Advanced Excel skills (data functions and logic‑based modeling); VBA experience a plus.
• Demonstrate initiative to undertake projects and pursue professional development opportunities as time permits.

We offer a competitive salary, along with a comprehensive benefits package.

NEF IS AN EQUAL‑OPPORTUNITY EMPLOYER.