Mergers & Acquisitions Analyst compiles and analyzes data required for merger, acquisition, and divestiture projects. Performs integrated revenue/expense analysis. Being a Mergers & Acquisitions Analyst develops projections, reports, and presentations of the impact of a merger/acquisition on the organization. Performs financial forecasting and modeling. Additionally, Mergers & Acquisitions Analyst prepares required documentation. Identifies trends and developments in competitive environments and presents findings. Assists with project management activities. Requires a bachelor's degree in business, finance, or accounting or equivalent. Typically reports to a manager or head of a unit/department. The Mergers & Acquisitions Analyst occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Mergers & Acquisitions Analyst typically requires 2-4 years of related experience. (Copyright 2024 Salary.com)
Description
CREA, LLC is a full-service low-income housing tax credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and improve lives. With over 20 years in affordable housing, CREA has raised $9.88 billion - resulting in the formation of over 77,000 homes within 849 communities across the country. Thanks to the contribution of over 160 employees, CREA continues to look for talented and passionate individuals who are excited about opportunities to grow with the company. We are currently looking to add a talented AVP, Acquisitions Associate, to the Acquisitions department in CREA’s Sarasota, FL office.
Position Summary:
The primary role of this position is to manage a pipeline of affordable housing properties, conduct financial analysis, prepare executive summaries, and coordinate CREA’s business development pipeline for qualifying Low-Income Housing Tax Credit (LIHTC) properties under Section 42 of the Internal Revenue Code. The qualified candidate must be able to effectively communicate with developers, third party lenders, legal counsel, and CREA employees at all levels.
Primary Responsibilities:
Requirements
This position requires a minimum of a bachelor’s degree, preferably in Finance, Accounting, or Real Estate; a minimum of 3 years of applicable financial analysis, financial modeling, and transactional multifamily LIHTC real estate experience are required. CPA designation and/or MBA is a plus but not a prerequisite. Candidate must have excellent communication and time management skills, as well as the ability to comfortably interact with senior management and a large external client base. Less than 10% travel per year is required, including attendance at industry conferences and events and the company meeting(s) as determined by VP, Acquisitions. Must be proficient with Microsoft Office Suite, specifically Excel and Word. Must possess and be able to demonstrate effectiveness with each of the following Core Competencies.
Core Competencies:
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