Novogradac & Company LLP · 3 months ago
Senior Financial Forecasting Accountant
Dover, OH
Full-time
Hybrid
Mid, Senior Level
$77K/yr - $94K/yr
2+ years expNovogradac & Company LLP is a national certified public accounting and consulting firm committed to fostering a welcoming workplace. They are seeking a Senior Financial Forecasting Accountant who will specialize in financial forecasting and structured finance, preparing financial forecasts, collaborating with clients, and assisting with accounting and audit engagements.
AccountingConsultingFinanceFinancial Services
Responsibilities
Complete assignments, including the preparation of financial forecasts and related assignments as directed by the Supervisor
Evaluate 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 options
Participate 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 credits
Document and reference assumptions used in the financial modeling engagements
Prepare summarized financial data reports
Identify and communicate potential problem areas during engagements
Assist, 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 studies
Other related assignments as deemed appropriate
Qualification
Required
Bachelor's degree, preferably in finance, accounting, or economics, and 2+ years of appropriate experience
Exhibit interest in developing a better knowledge of project and corporate finance, in particular with respect to tax credit subsidized investments
Strong verbal and written communication skills
Perform work accurately and in a time-efficient manner with strong attention to detail
Strong organizational and follow-through skills, ability to coordinate complex activities and prioritize conflicting demands and deadlines
Ability to accept constructive feedback and make adjustments as directed
Ability to work collaboratively and foster a productive, team-oriented environment
Very proficient with Microsoft Excel (Windows) with existing knowledge of how to create and evaluate the following types of formulas: Sumif and COUNTIF, VLookup, Pivot tables, 'If' formulas, including multiple if-type formulas and IF combined AND/OR, IRR, MIRR and XIRR, PV and NPV, Goal seek, MATCH, INDEX Match, CONCATENATE, ROUND
Strong computer skills, including solid skill in the Microsoft Office suite (particularly Excel) and report writing tools, and ability to learn new programs quickly
Maintain a professional demeanor with coworkers and clients
Adhere to internal Firm deadlines (time entry)
Ability to contribute ideas and add value to designated team
Knowledge of partnership accounting/taxation, real estate and lending terminology and other related concepts is a plus
Ability to sit for the CFA or CPA exam or having passed sections of the CFA exam or CPA exam is a plus
Available to work evenings and weekends based on position needs and to travel domestically if required
Preferred
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
Benefits
Increased number of paid holidays per year
Flexible working hours and work arrangements
Remote and hybrid opportunities
Strong growth opportunities
Competitive compensation and benefits package
401(k) package with firm profit-sharing
Discretionary annual bonuses for eligible positions & CPA bonus plan
Strong emphasis on quality work-life integration
Dress for your day policy
Resources of a national firm
Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
Medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts
Company
Novogradac & Company LLP
Novogradac is among the nation’s top 40 certified public accounting and consulting firms with more than 25 offices nationwide.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Michael J. Novogradac
Managing Partner
Recent News
2026-01-05
2025-12-17
2025-12-17
Company data provided by crunchbase