Senior Financial Forecasting Accountant

Senior Financial Forecasting Accountant

Dare to bring your unique perspective? At Novogradac, we value individuals who bring bold ideas and a commitment to growth. If you’re eager to contribute to an inclusive, innovative environment where your personal and professional development is encouraged, we invite you to explore this exciting opportunity.

Under supervision, this Financial Forecasting Senior Accountant will complete a variety of assignments as directed by the Supervisor, including financial forecasting, structured finance, cost segregation studies, and valuation type engagements. Some positions may offer remote or hybrid work arrangements; discuss options with your recruiter.

• Prepare financial forecasts and related assignments.
• Evaluate and extract financial and non‑financial data from client documents such as letters of intent, audited financial statements, tax returns, partnership agreements, loan agreements, and related transaction agreements.
• Collaborate with clients to optimize investment return profiles, evaluating ownership structures, subsidies, and financing options.
• Participate in client and project finance meetings to discuss structuring investments that qualify for federal tax credits.
• Document and reference assumptions used in financial modeling engagements.
• Prepare summarized financial data reports.
• Identify and communicate potential problem areas during engagements.
• Assist, as necessary, with accounting, audit, and tax engagements related to year‑end financial statement audits, tax returns, cost certifications, and cost segregation studies.
• Perform other related assignments as deemed appropriate.

• Interest in project and corporate finance, especially tax‑credit subsidized investments.
• Strong verbal and written communication skills.
• Accurate, time‑efficient work with strong attention to detail.
• Excellent organization and follow‑through; ability to coordinate complex activities and prioritize conflicting demands.
• Open to constructive feedback and willing to adjust.
• Collaborative, team‑oriented mindset.
• Very proficient with Microsoft Excel, including Sumif, COUNTIF, VLookup, Pivot tables, IF functions, IRR, MIRR, XIRR, PV, NPV, Goals Seek, MATCH, INDEX, CONCATENATE, and ROUND.
• Solid computer skills in the Microsoft Office suite and report‑writing tools; quick to learn new programs.
• Professional demeanor with coworkers and clients.
• Adherence to firm deadlines, including time entry.
• Knowledge of partnership accounting, real estate, and lending terminology is a plus.
• Having passed sections of the CFA or CPA exam, or being eligible to sit for those exams, is a plus.
• Availability for evenings, weekends, and domestic travel as required.

• Bachelor’s degree, preferably in finance, accounting, or economics.
• Two years of relevant experience.
• Experience with renewable energy, historic preservation, new markets tax credits, affordable housing, low‑income housing tax credits, opportunity zones, HUD, real estate, developers, partnerships, forecasting, cost segregation, or partnership exits is helpful but not mandatory.

• Increased number of paid holidays per year.
• Competitive salaries with continuous market review.
• Flexible working hours and arrangements, including remote and hybrid options.
• Inclusive workplace with strong professional growth opportunities.
• Competitive compensation and benefits package, including a 401(k) with firm profit sharing.
• Discretionary annual bonuses and a CPA bonus plan.
• Emphasis on quality work‑life integration and dress‑for‑your‑day policy.
• Resources from a national firm and opportunities to engage with Employee Resource Groups.

Compensation: $77,000 to $94,000, depending on experience. Higher pay may be possible based on qualifications.

To be considered for this position, interested candidates MUST apply via our company website:

Novogradac and Company LLP is an equal opportunity employer and a clinical for inclusive recruitment. We encourage applicants from all backgrounds, identities, and experiences to apply.

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).

By submitting an application, you provide Novogradac with personal information. Details on how we use that information are available in our privacy policy.

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