CREA, LLC · 1 day ago
Fund Analyst, Fund Management
Indianapolis,IN,US
Full-time
Hybrid
Entry, Mid Level
2+ years expCREA, LLC is a full-service low-income housing tax credit syndicator with nearly 25 years in affordable housing. They are seeking a Fund Analyst to monitor and manage financial activity for tax credit funds, preparing analyses and materials for senior staff and investors.
Financial ServicesReal EstateResidential
No H1B
Responsibilities
Cash Management
Coordinate with Asset Management and Syndication to plan upcoming capital calls
Prepare investor capital call requests
Partner with Accounting to draw on bridge lines as needed
Manage monthly cash positions and perform reconciliations
Year-End Reporting
Review lower-tier partnership tax returns and audits
Update project-level financial models quarterly and annually
Support fund auditors during preliminary and year-end fieldwork
Investor Reporting
Generate and post monthly journal entries for assigned fund entities
Assist with the preparation and analysis of quarterly investor reports, including:
Fund and project benefit schedules
Fund- and project-level summary reports
Cash reserve projections
Fund financial statements
Investor narratives highlighting key fund features
Quarterly investor yield calculations
Closings
Review partnership accountant capacity and expertise
Research and calculate applicable state taxes
Review draft Limited Partnership Agreements
Develop and maintain post-closing financial models for new partnerships
Additional Responsibilities
Maintain and analyze data within tax credit software
Create and implement custom reporting
Prepare internal reports for senior management and internal controls
Participate in special projects as needed
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related business field
Strong communication skills with the ability to interact effectively with investors, lenders, developers, and internal partners
High level of organization, attention to detail, and ability to manage multiple priorities
Proficiency in Microsoft Office, with advanced Excel skills
Willingness to work overtime during peak reporting periods
Clear and effective written and verbal communication
Strong analytical and problem-solving skills
Initiative, accountability, and adaptability
Ability to work collaboratively in a team environment
Professional discretion when handling confidential information
Comfort working with stakeholders at all levels of the organization
Candidates must have current authorization to work in the U.S. This role does not provide visa sponsorship now or in the future
Preferred
Two or more years of relevant experience preferred, particularly in LIHTC, affordable housing, or public accounting
Benefits
Competitive compensation
Comprehensive benefits package
Company
CREA, LLC
CREA, LLC specializes in low-income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jeffrey Whiting
Chairman & Chief Executive Officer
Roger Shank
Chief Financial Officer
Recent News
Business Wire
2025-03-05
Business in Vancouver
2024-10-16
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