POSITION SUMMARY
The Development and Financial Analyst is responsible for evaluating the feasibility of affordable housing development projects and providing financial analysis to support strategic decision-making. This position leads project underwriting, financing, due diligence, and market research, while working closely with internal teams, consultants, lenders, investors, and public agencies to advance projects from concept through completion. The role supports leadership by analyzing project opportunities, identifying risks and funding solutions, and helping guide decisions that contribute to the successful development and long-term viability of affordable housing communities.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Lead the team in identifying and securing debt and equity on affordable development projects.
- Study and comprehend the tax credit program.
- Work with stakeholders to understand all drivers of project cost.
- Perform Data & Cost analysis.
- Provide analytical forecasts, reporting, and project support to influence owners and management team.
- Develop forecasting and models that help with decision-making.
- Maintain knowledge and keep abreast of new market/industry regulations or policies.
- Lead finance team efforts in monitoring and reporting for existing affordable assets and pursuit of new growth opportunities.
- Manage due diligence lists, compile financing applications, and keep track of project documentation to ensure files are organized.
- Participate early in the development process to ensure stakeholders are efficiently working together.
- Perform ongoing collection of financial data from all necessary departments, involved parties, and key stakeholders.
- Research new funding mechanisms for projects.
- Research markets we are operating in or seeking to operate in and stay abreast of trends in the market.
- Identify sites for future projects.
- Establish project deadlines with design and engineering teams.
- Manage project deliverables, timelines, and deadlines.
- Facilitate plan reviews with necessary stakeholders.
- Walk projects and ensure the goals of the project are being met.
SUPERVISORY RESPONSIBILITIES
No direct supervisory responsibilities.
JOB REQUIREMENTS
- Great oral and written communication skills
- Problem analysis and problem-solving skills
- Desire to solve problems
- Project financing experience
- Project modeling experience
- Ability to model costs today and in the future
- Ability to keep confidential information
- Computer literate – Microsoft Excel skills
- Ability to work well with diverse groups or individuals
- Excellent organizational and follow-through skills
- Active member of the community
- Excellent attention to accuracy and detail-oriented
- Sense of urgency with respect to deadlines
- Ability to carry out multi-task projects
- Regular and consistent attendance
EDUCATION and/or EXPERIENCE
MBA/Masters or 2+ years of applicable experience is preferred but not required.
COMPANY VALUES
- Do the Right Thing. Act Ethically. We are responsible for our words, our actions and our results.
- Build Relationships for Life. At Work. At Home. In the Community.
- Solve It. Deliver results through innovation, creative thinking, and problem solving.
- Have Fun. Perform at Your Best. Celebrate Successes.
Skills Required
- Great oral and written communication skills
- Problem analysis and problem-solving skills
- Desire to solve problems
- Project financing experience
- Project modeling experience
- Ability to model costs today and in the future
- Ability to keep confidential information
- Computer literate - Microsoft Excel skills
- Ability to work well with diverse groups or individuals
- Excellent organizational and follow-through skills
- Active member of the community
- Excellent attention to accuracy and detail-oriented
- Sense of urgency with respect to deadlines
- Ability to carry out multi-task projects
- Regular and consistent attendance
- MBA/Masters or 2+ years of applicable experience
What We Do
Lloyd Companies specializes in development, real estate, construction, property management, and hospitality services, serving the Midwest from Sioux Falls, SD.
