Senior Associate, Finance

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Local Initiatives Support Corporation (LISC)

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 1979

🤝 Sem Fins Lucrativos

🌍 Impacto Social

🏠 Imobiliário

Non-profit • Social Impact • Real Estate

A Local Initiatives Support Corporation (LISC) é uma organização sem fins lucrativos dedicada a melhorar comunidades nos Estados Unidos ao conectar grupos locais com capital e expertise técnica. A LISC oferece produtos de empréstimos flexíveis para apoiar mutuários desfavorecidos e busca elevar comunidades por meio de investimentos em habitação acessível, desenvolvimento econômico, saúde, educação e desenvolvimento sustentável. Também enfatiza a importância de construir comunidades resilientes e inclusivas, parcerias com corporações, fundações e doadores individuais para viabilizar essas mudanças. A LISC está envolvida em diversas áreas de programas, incluindo cuidados infantis, apoio a pequenas empresas, segurança e justiça, e esportes e recreação, destacando uma abordagem abrangente e orientada pela comunidade para desenvolvimento e capacitação.

Descrição

• Review audited financial statements for all LFM-managed funds to ensure accuracy, consistency, and alignment with fund financial models. • Review periodic financial statements prepared by Broadstreet Impact Services (BIS) for LFM-managed funds. • Analyze fund-level financial performance and identify material variances or issues requiring escalation. • Coordinate with Fund Managers to ensure fund financial statements are accurately incorporated into fund-level models and performance reporting. • Elevate significant financial developments, risks, or changes to senior leadership for review and decision-making. • Coordinate reporting on management fees across all LFM-managed funds. • Reconcile “due to/from” balances between funds, the LFM management company, and the parent organization. • Ensure accurate tracking of fund-level financial obligations and management company revenue streams. • Support preparation of internal financial reports for the Finance and Operations leadership team. • Serve as the primary coordination point between LFM, Broadstreet Impact Services, and internal finance teams regarding fund financial reporting and operational finance matters. • Manage ongoing working relationships with fund managers, accounting partners, and internal stakeholders to ensure timely and accurate financial reporting. • Support investor relations activities by assisting with financial data, analysis, and reporting requests. • Coordinate financial information and reporting needs across LFM leadership, the parent organization, and shared services teams. • Support forecasting and budgeting processes across LFM-managed funds. • Provide historical financial analysis and actuals-based insights to inform forecasting and budgeting activities led by Fund Management. • Ensure consistency between reported financial results and inputs used in internal planning and reporting processes. • Provide financial insights to support fund performance monitoring and planning decisions.

🎯 Requisitos

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration or relevant requisite experience. • Minimum 5–7 years of experience in finance, fund accounting, investment operations, or financial reporting, preferably within asset management, private equity, real estate funds, or impact investment platforms. • Experience reviewing or preparing financial statements for investment funds, including familiarity with audited financials and fund accounting practices. • Strong understanding of financial reporting, forecasting, budgeting, and financial analysis concepts. • Experience coordinating with third-party accounting providers, fund administrators, or financial service partners. • Advanced proficiency in Microsoft Excel, including experience working with financial models and complex financial datasets. • Strong attention to detail and ability to identify inconsistencies or risks within financial reporting. • Demonstrated ability to manage multiple priorities and coordinate workstreams across internal teams and external partners. • Strong stakeholder management and communication skills, including the ability to present financial insights clearly to senior leadership. • Experience supporting investor reporting or investor relations activities preferred. • Familiarity with financial systems used in fund management environments (e.g., fund accounting platforms, financial reporting systems) preferred. • Demonstrated interest in community development finance or impact investing and commitment to LISC’s mission.

🏖️ Benefícios

• Medical, Dental, Vision Coverage: Comprehensive health plans for you and your family's well-being; • Disability Insurance: Long-term and short-term coverage for peace of mind; • Retirement Savings: Secure your future with our 401(k) and 403(b) plans; • Generous Holidays: Enjoy ample time off to recharge and celebrate; • Vacation, PTO, and Sick Days: Take advantage of flexible time-off policies to maintain work-life balance; • Tuition Assistance: Pursue your educational goals with support from our tuition assistance program; • Referral Program: Earn rewards for referring qualified candidates to join our team; • Professional Development Opportunities: Grow and advance in your career with access to ongoing training and development programs tailored to your goals.