Project Finance & Consulting Manager
CohnReznick, Charlotte, NC, United States
We currently have an exciting career opportunity for a
Project Finance & Consulting Manager
to join the team in our
Charlotte
office.
This position is hybrid; team members are expected to attend the office in person on average 3 days a week.
Responsibilities
Lead financial modeling engagements using accounting and finance tools and methodologies related to tax credit transactions.
Prepare, review and analyze financial projections including underwriting assumptions and deal structure relative to applicable industry standards.
Review and analyze the strengths/weaknesses of various partnership structuring options.
Review closing documentation (partnership agreements, loan agreements, assignments, regulatory agreements, etc.).
Help clients optimize the financial benefits and feasibility of their tax credit projects.
Assist clients with modeling the economic and tax components of transactions focusing on tracking and accounting for project operations and rate of return on investment.
Lead discussions with clients regarding the results of the financial analyses and any potential limitations and/or enhancements.
Lead various transactional or consulting service engagements with responsibility for responding to client service requests.
Develop technical tax knowledge in relevant tax areas to provide feasible solutions to client circumstances by familiarity with tax code and relevant guidance.
Oversee staff supporting client service engagements, coordinate their roles in line with client deadlines, and develop their skills and knowledge to grow their careers.
Experience
5-7 years of quantitative financial modeling and data-driven financial analysis.
Experience with tax credit transactions, including financial modeling, partnership structuring and significant knowledge of partnership tax concepts.
BS/BA in accounting, finance or economics or other analytical-focused majors.
Masters, CPA and CFA are pluses.
Strong analytical and critical thinking skills and the ability to translate technical concepts into work products.
Advanced proficiency with Microsoft Excel including review, creation and optimization of macros in VBA.
Strong communication skills with proven ability to track partner feedback, optimize training and learning opportunities, proactively ask thoughtful questions, and coherently express complex concepts verbally and in writing.
Strong writing skills and demonstrated ability to develop clear and concise communications for client delivery.
Ability to deliver focused training and impart knowledge to junior team members.
Drive to manage and meet deadlines in a fast‑paced culture.
Self‑motivated with the ability to prioritize and multi‑task.
Benefits
We believe in a robust Total Rewards package that includes generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and paid time off for volunteering.
Equal Opportunity Employer
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see the Equal Employment Opportunity Posters.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com.
#J-18808-Ljbffr
Project Finance & Consulting Manager
to join the team in our
Charlotte
office.
This position is hybrid; team members are expected to attend the office in person on average 3 days a week.
Responsibilities
Lead financial modeling engagements using accounting and finance tools and methodologies related to tax credit transactions.
Prepare, review and analyze financial projections including underwriting assumptions and deal structure relative to applicable industry standards.
Review and analyze the strengths/weaknesses of various partnership structuring options.
Review closing documentation (partnership agreements, loan agreements, assignments, regulatory agreements, etc.).
Help clients optimize the financial benefits and feasibility of their tax credit projects.
Assist clients with modeling the economic and tax components of transactions focusing on tracking and accounting for project operations and rate of return on investment.
Lead discussions with clients regarding the results of the financial analyses and any potential limitations and/or enhancements.
Lead various transactional or consulting service engagements with responsibility for responding to client service requests.
Develop technical tax knowledge in relevant tax areas to provide feasible solutions to client circumstances by familiarity with tax code and relevant guidance.
Oversee staff supporting client service engagements, coordinate their roles in line with client deadlines, and develop their skills and knowledge to grow their careers.
Experience
5-7 years of quantitative financial modeling and data-driven financial analysis.
Experience with tax credit transactions, including financial modeling, partnership structuring and significant knowledge of partnership tax concepts.
BS/BA in accounting, finance or economics or other analytical-focused majors.
Masters, CPA and CFA are pluses.
Strong analytical and critical thinking skills and the ability to translate technical concepts into work products.
Advanced proficiency with Microsoft Excel including review, creation and optimization of macros in VBA.
Strong communication skills with proven ability to track partner feedback, optimize training and learning opportunities, proactively ask thoughtful questions, and coherently express complex concepts verbally and in writing.
Strong writing skills and demonstrated ability to develop clear and concise communications for client delivery.
Ability to deliver focused training and impart knowledge to junior team members.
Drive to manage and meet deadlines in a fast‑paced culture.
Self‑motivated with the ability to prioritize and multi‑task.
Benefits
We believe in a robust Total Rewards package that includes generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and paid time off for volunteering.
Equal Opportunity Employer
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see the Equal Employment Opportunity Posters.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com.
#J-18808-Ljbffr