Senior Manager of Compliance and Asset Management - SFS

Cherry Bekaert’s Strategic Financing Services team is looking for a Senior Manager of Compliance and Asset Management (SFS Senior Manager). Strategic Financing Services (SFS) by Cherry Bekaert specializes in New Markets Tax Credits (NMTCs), Historic Tax Credits (HTCs) and numerous other local, state and federal credits and incentives.

We help our partners raise, deploy and manage capital in low-income communities across the country from rural non-metro census tracts to urban core historically disinvested neighborhoods. We work with borrowers, Community Development Entities (CDEs), lenders and investors to understand and simplify complicated tax credit and incentive financing structures; locate and secure the resources needed; and successfully navigate through the process to financial closing. We help bridge the knowledge gap, serving as a guide, and closing the financing gap bringing much needed revitalization, services, resources, and jobs into underserved communities.

About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $2 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS’s current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.

As a SFS Senior Manager, you will:

• Assist with underwriting and structuring NMTC transactions ensuring compliance with tax code and executed allocation agreements

• Review community benefits agreements and plans for implementation

• Review loan closing documents and reporting requirements to incorporate into the Compliance and Asset Management system

• Prepare annual CDE compliance reports to the U.S. Treasury Department’s CDFI Fund via the AMIS reporting system

• Monitor CDE compliance with NMTC Program and Allocation Agreement including performing Sub-All and Redemption testing

• Collect and analyze QALICB certifications and community impact information

• Collect quarterly project level financial statements and compliance reports and perform financial and compliance analysis of information

• Maintain quarterly risk ratings for assigned portfolio

• Post-closing, communication with borrowers, lenders, and investors

• Other job-related functions as assigned

What you bring to the role:

• BA in Accounting, Finance, Economics or related field

• 5+ years of experience in community development finance, structured finance, or commercial loans strongly preferred

• Knowledge of tax credit financing with specific experience with NMTC required, with specific experience with CDFI Fund’s AMIS reporting strongly preferred

• Experience in working with CDEs, lenders, investors

• Proficiency in Excel

• Strong sense of urgency and shared sense of mission

What you can expect from us:

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect

• The opportunity to innovate and do work that motivates and engages you

• A collaborative environment focused on enabling you to further your career growth and continuous professional development

• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing

• Flexibility to do impactful work and the time to enjoy your life outside of work

• Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Benefits Information:

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay Range:

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/ 

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. 

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.   

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. 

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at  https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.  

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