Senior Financial Forecasting Accountant

Novogradac

  • Cleveland, OH
  • $77,000-94,000 per year
  • Permanent
  • Full-time
  • 21 hours ago
Senior Financial Forecasting AccountantDare 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.Position SummaryUnder 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.Your Contributions and ResponsibilitiesComplete assignments, including the preparation of financial forecasts and related assignments as directed by the SupervisorEvaluate 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 optionsParticipate 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 creditsDocument and reference assumptions used in the financial modeling engagementsPrepare summarized financial data reportsIdentify and communicate potential problem areas during engagementsAssist, 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 studiesOther related assignments as deemed appropriateYour Background and SkillsExhibit interest in developing a better knowledge of project and corporate finance, in particular with respect to tax credit subsidized investmentsStrong verbal and written communication skillsPerform work accurately and in a time-efficient manner with strong attention to detailStrong organizational and follow-through skills, ability to coordinate complex activities and prioritize conflicting demands and deadlinesAbility to accept constructive feedback and make adjustments as directedAbility to work collaboratively and foster a productive, team-oriented environmentVery proficient with Microsoft Excel (Windows) with existing knowledge of how to create and evaluate the following types of formulas:Sumif and COUNTIFVLookupPivot tables“If” formulas, including multiple if-type formulas and IF combined AND/ORIRR, MIRR and XIRRPV and NPV.Goal seekMATCHINDEX MatchCONCATENATEROUNDStrong computer skills, including solid skill in the Microsoft Office suite (particularly Excel) and report writing tools, and ability to learn new programs quicklyMaintain a professional demeanor with coworkers and clientsAdhere to internal Firm deadlines (time entry)Ability to contribute ideas and add value to designated teamKnowledge of partnership accounting/taxation, real estate and lending terminology and other related concepts is a plusAbility to sit for the CFA or CPA exam or having passed sections of the CFA exam or CPA exam is a plusAvailable to work evenings and weekends based on position needs and to travel domestically if requiredYour QualificationsBachelor’s degree, preferably in finance, accounting, or economics, and 2+ years of appropriate experience.Experience with any of the following is helpful but not mandatory: Renewable energy, Historic preservation, New Markets Tax Credits, Affordable Housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Housing and Urban Development (HUD), Real Estate, Developers, Partnerships, Forecasting, Cost Segregation, Partnership Exits.Why work with us?Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration.We are proud to offer:
  • Increased number of paid holidays per year
  • Competitive salaries with continuous review of market conditions
  • Flexible working hours and work arrangements
  • Remote and hybrid opportunities
  • Inclusive workplace, providing strong professional growth and development opportunities.
The benefits of joining our teamStrong growth opportunitiesCompetitive compensation and benefits package401(k) package with firm profit-sharingDiscretionary annual bonuses for eligible positions & CPA bonus planStrong emphasis on quality work-life integrationDress for your day policyResources of a national firmOpportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environmentCompensation: $77,000 to $94,000 depending on experience. More is possible if experience dictates.Don’t Meet Every Single Qualification?After reviewing this job posting, are you hesitating to apply because you don’t meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply.You may still be the right candidate for this or one of our other roles.Get to know us better!We’re Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country.Novogradc is one of the nation’s top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.Ready to learn more?To be considered for this position, interested candidates MUST apply via our company website: .Commitment to InclusionNovogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence.At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace.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).Novogradac and Company LLP is an equal opportunity employer. Novogradac’s culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our .

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