Financial Analyst

Posted 10 Days Ago
Calabasas, CA
68K-73K Annually
Entry level
Fintech • Payments • Financial Services
The Role
The Financial Analyst will focus on analyzing the financial viability of low-income housing acquisitions, preparing financial models for investors and developers, and reviewing tax returns and financial statements. The role requires collaboration with various internal stakeholders to maintain accurate financial assessments.
Summary Generated by Built In

Department:

Affordable Housing | Equity - Finance

We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. We believe seeking diverse talent and promoting the inclusion of all perspectives are more than moral imperatives – they are critical to our success and ability to innovate and grow.

Department Overview 

W&D Affordable Equity (formerly Alliant Capital) is a leading tax credit firm focused on tax credit syndication for the development and financing of affordable multifamily rental housing. As a syndicator of Low-Income Housing Tax Credits (LIHTC), W&D Affordable Equity raises corporate equity and monitors the development, construction, lease-up, and permanent financing phases of its investments. With a dedicated team of experienced real estate, asset management, legal, and tax professionals, we provide the highest level of fully integrated real estate and investment support services.  

The Impact You Will Have  

The Financial Analyst will work within the company’s Financial Analysis (Modeling) department. Micro-level “lower-tier” models are prepared to evaluate potential acquisitions while macro-level “upper-tier” models are provided project benefits to investors.

Primary Responsibilities 

  • Analyze financial viability of acquisitions (low-income housing developments).
  • Perform “what if” scenario analysis.
  • Prepare upper tier (investors) and lower tier (developers) financial models in excel.
  • Check models against respective letters of intent and partnership agreements.
  • Review operating partnerships’ tax returns.
  • Review operating partnerships’ GAAP financial statements.
  • Work with Developers, Originators, Acquisitions Personnel, Asset Managers, and Investor Relations to update and maintain financial models.
  • Attendance is generally 8:30 am – 5:30 pm EST Monday through Friday with the ability to work up to 2 of those days remotely. 

Education and Experience 

  • Bachelor’s degree. MBA a plus, but not required.
  • Work experience in finance, real estate development, urban planning, affordable housing, or related field preferred.
  •  Must be proficient with Excel must be able to create and edit complex financial formulas.
  • Microsoft Access and/or other database experience preferred.

Knowledge, Skills and Abilities 

  • Must have strong analytical skills.
  • Familiarity with real estate (multi-family preferred).
  • Experience in Section 42 (Low-Income Housing Tax Credits) would be a plus.
  • Candidate must have excellent written and verbal communication skills.

This position has an estimated base salary of $60,000 - $73,000 plus discretionary bonus. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data. 

#LI-Hybrid

#LI-AA1

What We Offer 

  • The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023 

  • Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
    -
    Up to 83% subsidized medical payroll deductions
    - Competitive dental and vision benefits
    - 401(k) + match
    - Pre-tax transit and commuting benefits
    - A robust health and wellness program – earn cash rewards and gain access to resources that
    promote health, engagement, and balance
    - Paid maternity and parental leave, as well as other family paid leave programs
    - Company-paid life, short and long-term disability insurance
    - Health Savings Account and Healthcare and Dependent Care Flexible Spending 

  • Commitment to diversity, equity, and inclusion, with employee resource groups organizing activities and providing a space for open communication 

  • Career development opportunities 

  • Empowerment and encouragement to give back – volunteer hours and donation matching 

 
*Eligibility may vary based on average number of hours worked 

EEO Statement

We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information. We strive to be a safe place to ask questions, build professional relationships, and develop careers.


SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process.

Fair Chance Hiring

Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

Top Skills

Excel
Microsoft Access
The Company
Greenwood Village, Colorado
1,251 Employees
On-site Workplace

What We Do

Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate industry

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