• Financial Asset Manager

    Job Locations US-OH-Cincinnati
    Job Post Information* : Posted Date 2 days ago(4/17/2018 11:17 AM)
    # of Openings
    Typical Work Shift/Schedule
    First/Day Shift
    Typical Days of the Week
    Monday - Friday
    Typical Number of Hours Each Week
    Work Hours
    8:30a - 5p
  • Overview

    At ERS, you can enjoy what you do and be proud of your work every day. Join an organization voted a top place to work in Cincinnati for the past eight years!


    Since 1951, Episcopal Retirement Services (ERS) has worked to improve the lives of older adults through innovative, quality senior living communities and through community services to older adults.


    We are currently seeking a Financial Asset Manager who will report directly to the ERS CFO and provide leadership in the financial analysis for Continuing Care Retirement Communities (CCRC) and Affordable Living (AL) Financing. The Financial Asset Manager formulates recommendations on ERS strategic initiatives, provides financial planning for the submission of Affordable living tax credit applications and directs annual budget and long-term financial forecasting.


    The position will primarily work at our ERS support services office conveniently located in the community of Fairfax. If you would like to join a financially sound organization with a stellar track record for excellence in care and service, and where work-life balance is valued, then we would be interested in finding out more about you.


    • Assists with the consolidation of the Continuing Care Retirement Communities (CCRC) and Affordable Living (AL) financial reporting package and performs variance analysis
    • Provides financial analysis, guidance and counsel to ERS’s Servant Leadership Team to facilitate the development of strategic goals and tactical plans that support the mission and general welfare of ERS
    • With the support of the Controller, oversees the preparation of the Three-year forecast and the annual budget
    • In coordination with the CFO, maintains relationships with Lenders and other funders, establishes plans of finance, secures financing commitments and negotiates acceptable terms in the financing of debt and tax credits
    • In collaboration with the CFO, participates in the closing process for all development deals including the due diligence associated with the construction loan and equity investment closing checklists. Maintains and manages compliance with the schedule for the closing process
    • Assists with the completion of applications and due diligence for funding sources, including private bank debt, Low Income Housing Tax Credits, Historic Tax Credits, state and local gap grants and loans
    • Responsible for property and liability insurance program covering CCRC and AL assets and business operations


    • Bachelor’s degree in Finance, Accounting or related field required
    • Excellent Financial background, CPA or MBA preferred
    • Experience in Low Income Housing Tax Credits (LIHTC) and/or Debt financing preferred
    • Ability to evaluate and analyze financial risks and opportunities to arrive at a competent recommendation
    • Strong knowledge of financial planning and budgeting
    • Passion for service to elders
    • Strong creative leader with a proven track record
    • Able to work effectively in a process-based collaborative organizational structure

    • Able to work independently with little supervision and able to handle multiple tasks while meeting deadlines, and have attention to detail

    • Must be able to read, write, and understand the English language and speak the language in an understandable manner


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