Financial Analyst, Underwriting

CREA, LLC is a low-income housing tax credit syndicator focused on affordable housing investments and long-term relationships with investors and developers. The company is seeking a Financial Analyst to support transaction underwriting, financial analysis, due diligence, reporting, data management, and special projects related to LIHTC investments.

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
• Advanced financial modeling experience is not required
• 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