Senior Financial Forecasting Accountant

Overview

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Dare to bring your unique perspective?

At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you’re eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us.

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.

• 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

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

Experience with any of the following is helpful but…