Transition Associate overseeing onboarding of tax credit investments and loans for U.S. Bank Impact Finance. Analyzing legal documentation and supporting compliance processes.
Responsibilities
Responsible for oversight of onboarding activities regarding tax credit investments, syndications, and loans made by U.S. Bancorp Impact Finance (Impact Finance).
Analyzes and interprets legal documentation for complex tax credit investment structures, syndications, and loans.
Extracts key information required for successful management of investments throughout the compliance period or loan term, and provides such information to operational divisions of Impact Finance.
Supports key compliance processes related to SOX, OFAC, CRA and other controls and reporting.
Requirements
Bachelor's degree, or equivalent work experience
Typically three or more years of relevant experience in accounting, business administration, real estate, Paralegal or a similar field
Well-developed analytical and problem-solving skills
Ability to comprehend complex financial structures
Effective verbal and written communication skills, including ability to understand and communicate key business risks
Strong reading comprehension skills, including the ability to read and comprehend legal text
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Ability to identify and resolve exceptions and to interpret data
Ability to manage multiple tasks/projects and deadlines simultaneously
Experience and/or knowledge of IRC sections 42, 45D, 47 or 48 are preferred
Experience in commercial real estate or tax credit financing is strongly desired.
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Financial Accountant managing Income Statement and Balance Sheet at SafetyCulture. Involved in process improvement projects and supporting business growth decisions.
IT Lead focused on lifecycle management and technological modernization in financial services. Act as a bridge between business areas and technical teams for critical applications.
Project Finance Analyst at IQVIA supporting multi - country, multi - service projects to maximize profitability and cash flow. Analyzing financials, monitoring compliance reports, and preparing project budgets.
Senior Financial Analyst at CHEP preparing and analyzing financial results with a focus on strategic business improvement. Collaborating cross - functionally to deliver insights for financial decision - making.
Collections Officer managing debtor accounts and supporting overdue collections at Scania Finance Australia. Coordinate asset recovery and resale processes ensuring compliance with company policies.
Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
Personal Finance Advisor developing relationships with clients to advise on financial strategies. Managing client satisfaction and staying informed on market trends.
Financial Analyst providing financial and commercial input to investment decisions in a genomics technology company. Collaborating with cross - functional teams to influence strategic decision - making and provide revenue analytics support.
Support the Global Financial Controls team in administrative tasks and financial analysis. Collaborate globally while developing Excel and other software skills in a hybrid work model.