CREA, LLC
Indianapolis, IN

Financial Analyst Underwriting

OnsitePosted 3 days agoVisa Sponsorship

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Job details

Location
Indianapolis, IN
Work type
Onsite
Visa
Sponsorship available
Posted
3 days ago
Apply on
recruiting.paylocity.com

About this role

CREA, LLC is a full-service low-income housing tax credit syndicator that partners with investors and developers to support affordable housing communities. The company is seeking a Financial Analyst to provide analytical and operational support for LIHTC transaction underwriting, financial analysis, due diligence, reporting, data management, and special projects.

What you'll do:

  • Provide support across the Underwriting team based on transaction volume, priorities, and resource needs
  • Organize, review, and analyze underwriting and due diligence materials, including pro formas, market studies, appraisals, and engineering reports
  • Collect, validate, maintain, and organize transaction data, supporting documentation, and underwriting files
  • Perform basic financial analysis and quality-control reviews using Microsoft Excel and company systems
  • Review and summarize income statements, balance sheets, cash flow statements, and real estate owned schedules
  • Assist with underwriting memoranda, investment summaries, committee materials, and presentation packages
  • Research developers, guarantors, markets, financing sources, and other transaction participants
  • Support assignment and milestone tracking, information requests, process improvements, and other special projects

What they're looking for:

  • Bachelor's degree in Finance, Accounting, Real Estate, Economics, Business Administration, or a related field
  • Strong knowledge of Microsoft Office, especially Excel, and a basic understanding of financial statements and business fundamentals
  • Strong analytical, organizational, communication, and problem-solving skills with close attention to detail
  • Ability to manage multiple assignments, adapt to changing priorities, meet deadlines, and collaborate effectively
  • Curiosity, initiative, a strong work ethic, and a desire to learn affordable housing finance and LIHTC underwriting
  • Candidate must have a valid driver's license; up to 10% travel may be required based on business needs
  • Excellent attention to detail
  • Effective written and oral communication skills to express complex issues or solutions
  • Excellent analytical skills
  • Proficiency with Microsoft Office Suite
  • Possess confidence and initiative to succeed with minimal supervision
  • Ability to work on multiple projects simultaneously while diligently managing priorities and resources to meet various deadlines
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About CREA, LLC

CREA, LLC
Indianapolis, IN