Financial Forecasting Accountant

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.

Dare to bring your unique perspective?

At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you’re eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us.

Position Summary

Under close supervision, this Financial Forecasting Accountant role, which specializes in financial forecasting and mixed-finance transaction structuring, will complete a variety of assignments as designated by the Supervisor or Manager. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter.

Your Contributions and Responsibilities

• Complete assignments, including the preparation of financial forecasts for tax credit subsidized transactions as directed by the Manager

• Evaluate and extract financial and non-financial data from information provided by clients, including letters of intent, audited financial statements, tax returns, partnership agreements, loan agreements and other documents

• Consult with clients on ways to optimize tax credit equity investments by evaluating different ownership structures, federal and state subsidies, as well as debt and equity financing options

• Participate in conference calls 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 forecasts

• Prepare summarized financial data reports

• Identify and communicate potential problem areas during engagements

• Assist 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 duties and projects as assigned

Your Background and Skills

• Bachelor’s degree, preferably in accounting, finance or economics, and 2+ years of appropriate experience.  Ability to sit for the CPA exam or passed sections of the CPA exam is a plus.

• Exhibit interest in developing a better knowledge of community development finance and other tax credit subsidized investments

• Excellent 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

• 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 CPA exam or having passed sections of the CPA exam is a plus

• Available to work evenings and weekends based on position needs and to travel domestically if required

Experience with any of the following is helpful but not mandatory:  Affordable Housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Renewable Energy Tax Credits (RETC), Historical Tax Credits (HTC), Housing and Urban Development (HUD), New Markets Tax Credits (NMTC), Real Estate, Developers, Partnerships, Housing Authority (HA), Public Housing Authority, Community Development Financial Institutions (CDFI), Community Development Entity Certification Applications (CDE),  Property Compliance, Nonprofit, Single Audit, Uniform Guidance, A-133, Forecasting, Cost Segregation, Year 15 Exit, Tax-exempt bond and HOME programs.

Why work with us?

Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integ