Sr Financial Analyst

Position Title:            Senior Financial Analyst

FLSA Status:             Exempt

Effective Date:            October 15, 2025  

Benefits Include:

Medical, Dental, and Vision Coverage; Long Term Disability; Life Insurance; Medical and Dependent Care FSA; 401(K) and Match.  

Preferred Hiring Range: $77,906.00 to $91,655.00

Full Range: 77,906.00 to $105,403.00

Note: The full pay range is included in this posting to provide transparency and to reflect the potential for future compensation growth within the organization.  New hires are placed within the preferred hiring range, based on their qualifications, experience, and alignment with the internal equity of existing staff members.  Exceptions are considered only in rare cases where a candidate possesses highly specialized skills or expertise that are difficult to find in the market and are directly aligned with the position description.

  POSITION SUMMARY

Under the general supervision of the Director of Capital Markets, the Senior Financial Analyst performs an array of financial, capital, operational and administrative functions in the oversight of Linc's housing portfolio that includes Affordable Properties, Senior Communities and Permanent Supportive Housing properties.

ESSENTIAL FUNCTIONS

• Lead the analysis of property and portfolio financial performance, identifying trends, variances, and opportunities for improvement. Develop strategic recommendations to enhance asset value and efficiency.
• Serve as a primary point of contact for investors, lenders, and auditors regarding portfolio performance, compliance, and financial reporting.
• Lead financial due diligence and underwriting for acquisitions, dispositions, LP exits, and resyndications. Prepare and present detailed financial models, sensitivity analyses, and valuation reports.
• Perform complex financial modeling, DSCR variance reporting, and portfolio-level forecasting using asset management systems and advanced Excel-based tools.
• Provide high-level oversight of third-party property management financial reporting, ensuring accuracy and compliance with organizational and lender standards.
• Oversee the preparation, review, and presentation of annual property operating budgets and reforecasts.
• Monitor monthly, quarterly, and annual financial reports; conduct detailed variance and cash flow analyses to assess performance against budget and projections.
• Review and interpret annual audits, tax returns, and financial statements. Identify and resolve discrepancies and prepare executive-level summaries highlighting key financial insights.
• Coordinate property inspections, develop capital needs assessments, and contribute to long-term capital planning strategies.
• Oversee and review annual residual receipts calculations, distribution waterfalls, and fee collection processes.
• Analyze occupancy, rent collection, and bad debt trends to identify portfolio risks and operational improvement strategies.
• Interpret and summarize key terms of partnership agreements, regulatory agreements, loan/bond documents, and HAP contracts for executive and board-level decision-making.
• Perform analysis of various agreements including but not limited to LPA’s, Regulatory Agreements, HAP contracts, and Loan/Bond documents.
• May supervisor one or more financial analysts.

KNOWLEDGE, SKILLS & ABILITIES

Knowledge of:

• Affordable Housing and general principles of property operations.
• Advanced knowledge of Accounting and Finance principles.
• Microsoft Office (advanced Excel).
• Strong initiative and ability to manage multiple projects and competing priorities/deadlines.
• Proficient understanding of LIHTC, Section 8, HOME and related affordable housing programs, and Lender compliance.

Skill Level:

• Superior writing, communication, and financial analysis skills.
• Proficient in the use of personal computers and related software applications.
• Highly organized, efficient, and able to work independently.
• Excellent interpersonal skills for establishing and maintaining effective working relationships with employees, other departments, city staff, city officials, and the public.
• Excellent Communication skills (both written and verbal).

Ability to:

• Set priorities in fast-paced environment.
• Work effectively with others in a team environment.
• Work with multiple priorities and deadlines.

EDUCATION & EXPERIENCE

A combination of education and related experience may substitute for education requirements.

• Bachelor’s degree is required with a concentration in business, finance, real estate, and/or related field.
• A minimum of 5 years of experience working as financial analyst in an asset management department with two years at a senior level.
• Prior experience with Microsoft Excel, Word, PowerPoint. As well as financial database software such as Yardi or MRI.
• Affordable housing experience preferred.
• Visual Basic for Applications (VBA) and Power BI experience preferred.

PHYSICAL DEMANDS/WORKING CONDITIONS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is performed primarily in an office environment under pressure and requires the ability to quickly adjust to changing priorities and demands.
• While performing the duties of this job, the employee is frequently required to sit and use a keyboard.
• Occasional fieldwork may be required.
• Lift up to 10 pounds.