Job Description:
We are seeking a Strategic Finance Analyst to join our Durham, NC. team
WHAT You'll Do:
- Create, improve, and maintain financial projection models for the organization
- Develop tools that enable organization and team-level leaders to analyze investment, staffing, pricing, and other financial decisions.
- Support financial analysis related to mergers, investments, and other strategic initiatives, including ad hoc modeling and due diligence support.
- Analyze loan product pricing relative to cost of funds, competitive benchmarks, and profitability expectations.
- Prepare clear recommendations and present findings to senior leaders and relevant committees.
- Independently back‑test assumptions used by Self-Help teams in financial models, forecasts, and strategic proposals.
- Identify key drivers of variance between projected and actual results and recommend improvements to forecasting methodologies and financial models.
- Maintain documentation of assumptions, methodologies, and validation outcomes for internal governance.
- Identify material variances between approved financial assumptions and actual operating results, and summarize impacts to sustainability, break-even expectations, and funding alignment.
- Assist with market research and asset management related to our multifamily affordable housing preservation efforts.
- Underwrite potential multi-family acquisitions and preservation opportunities while fostering relationships within the affordable housing community, including sellers, brokers, investors, and peers.
WHAT YOU'LL NEED
- Bachelors degree in finance, economics, data analytics, accounting, business or related field preferred and 2 years of experience in finance, consulting, data analytics, or financial planning and analysis
- Masters degree or advanced certification (CFA Charterholder, CPA, FRM) and 4+ years of experience preferred.
- Advanced Microsoft Excel skills and basic understanding of financial forecasting and investment analysis.
- Strong data analysis skills, including the ability to extract, transform, and analyze data from various source systems and databases.
- Strong commitment to the organization’s mission of creating economic opportunity for underserved communities.
- Demonstrated initiative, follow through, and ability to work independently.
- Excellent communication skills and the ability to build strong working relationships.
- Keen attention to detail and strong organizational skills.
- Ability to effectively plan and prioritize work to meet deadlines.
- Proactive mindset and ability to learn new systems quickly.
- Ability to adapt to changing priorities and work beyond normal hours when needed.
- Ability to demonstrate Self-Help's Core Values:
o Mission Before Self
o Service With Excellence
o Embracing & Promoting Change
o Results Not Credit
o Diversity as a Strength
o Financial Sustainability for Mission Impact
Compensation range $72,300-108,500
