POSITION SUMMARY:
The Director of Portfolio Reporting is responsible for overseeing and implementing comprehensive reports and analysis associated with multi-family development in LDG's current and future markets, which span across the Southeast, Southwest, and Midwest. The ideal candidate will be well organized, detail oriented, and an effective leader.

RELATIONSHIPS:

The Director of Portfolio Reporting will work closely with the Director of Finance, Chief Operating Officer, Chief Finance Officer, owners, and the asset management team.

JOB DUTIES AND RESPONSIBILITIES

• Leads a team of financial analysts, working with internal and external accounting to deliver internal and external reports to various stakeholders of the organization.
• Drives reporting growth within the organization by challenging current reporting practices to help develop new ones.
• Provides timely and accurate property and portfolio level reports for distribution to asset management and ownership, with a focus on key metrics during all phases of the life cycle of the assets, with an additional emphasis during the lease-up stage.
• Works directly with asset management to analyze property financial and operational performance, with the goal of maximizing NOI and cash flows.
• Assists leadership with the creation of new report templates that will streamline future reporting.
• Manages the company's current reporting platforms, including contract negotiations, implementation of new assets, accuracy of data feeds, trouble-shooting issues, and communicating system improvements and updates with asset management and development teams.
• Provides and communicates in-depth analysis on key metrics and portfolio trends to leadership.
• Assists the rest of the accounting leadership with the audit and tax return process for the portfolio.
• Analyzes and interprets partnership agreements, loan agreements and other documents.
• Becomes knowledgeable in the Low-Income Housing Tax Credit industry.
• Manages various special projects and other responsibilities as determined.
• Trains and mentors a team of analysts and reporting staff.

RELATED JOB COMPETENCIES:

Communication - Clearly conveys information and ideas verbally or written.

Collaboration - Works effectively and cooperatively with others establishing and maintaining good working relationships.

Follow-Up - Monitors the results, assignments, or projects while considering details and requirements for business needs.

Decision Making - Realistically weighs and evaluates information, separates important from unimportant, assesses probable consequences and takes appropriate action, and demonstrates the ability to make sound and timely decisions.

MINIMUM QUALIFICATIONS:

• Bachelor's degree in Accounting, Finance or related field from an accredited college or university.
• 3+ years managerial experience.
• 5+ years related experience analyzing financial statements, preparing budgets, and a thorough understanding of operational reporting, specifically pertaining to multi-family real estate assets.
• 2+ experience using PM Software experience for data and operational analysis.
• 2+ experience using MS Excel for data analysis and financial modeling.
• Must be a team player and work collaboratively.
• Must have organizational skills and be detail-oriented.
• Proficiency with Microsoft Office Suite needed: MS Excel, Word, PowerPoint, and Outlook.
• Strong problem solving and analytical skills with attention to detail.
• Ability to prioritize and multi-task within a high-pressure environment.
• Requires interpersonal and effective communication skills
• Ability to work 8 am to 5 pm Monday - Friday.