THE ANNEX GROUP’S MISSION STATEMENT

To create a positive impact with the people who live, work, and are involved in our communities.

The Annex Group is seeking qualified individuals searching for careers not jobs and can operate with a team-first approach. If you are someone who wants to assist in our mission and make an impact, join our team. 

POSITION OVERVIEW:

The Financial Specialist assists the Development/Finance Teams in providing financial and market analysis relevant to the acquisition, development, financing, and management of affordable housing properties across the US. In your role as Analyst, however, there are anticipated to be other duties that will require your involvement related to the operation and management of the Company’s investments and potential investments.

ESSENTIAL FUNCTIONS:

Include but are not necessarily limited to the following:

• Lead the execution and management of the capital call process from construction completion and stabilization testing, ensuring timely and accurate fund drawdowns.
• Assist with compliance and financial reporting requests from all stakeholders.
• Coordinate and manage project insurance requirements with 3rd party consultant 
• Prepare detailed financial reports and documentation for internal and external stakeholders
• Track and monitor project performance compared to approved investment commitments 
• Assist in reconciling financial transactions and maintaining accurate records
• Support compliance with regulatory reporting requirements.
• Coordinate and manage documentation for real estate or financial closings, ensuring compliance with regulatory and company requirements.
• Provide project closing support, including the collection of final signatures and filing of completed documents.

QUALIFICATION REQUIREMENTS: 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Bachelor’s degree in finance, Real Estate, Business Administration, or a related field
• Experience in real estate development, underwriting, or financial analysis preferred.
• Strong analytical skills and proficiency in financial modeling, analysis, and excel.
• Excellent communication and interpersonal skills
• Detail-oriented with the ability to manage multiple projects simultaneously.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Frequent walking, standing, and sitting within the work area.
• Driving to/from locations for business-related purposes.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The work environment is that of a fast-paced office with minimal to high noise levels.
• This position requires working independently as well as part of a team.
• This position requires verbal and face-to-face contact with others daily.
• Frequent use of a computer is necessary.
• This position requires the use of all general office equipment.
• The position requires client information to be maintained appropriately confidential.