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Financial Senior Analyst, New Market Tax Credits
Madison | careers.bakertilly.com |
Overview:
Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago.
Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Responsibilities:
It’s an exciting time to join Baker Tilly! We are looking for a Senior Financial Analyst/Underwriter to join our Capital Formation Team.
The Capital Formation Team at Baker Tilly (BT) is comprised of dedicated, client-focused professionals specializing in capital sourcing for real estate projects and operating businesses nationwide. Our specialized team assists project sponsors in securing and structuring capital for new construction, expansion, and acquisition/rehabilitation of real estate and the expansion of job creating operating businesses.
BT’s New Markets Tax Credit (NMTC) team is an industry leading financial consulting group which has been involved in the NMTC industry since its inception over 20 years ago. The team presently maintains offices in Illinois, Texas and Wisconsin and is comprised of professionals with significant NMTC and structured finance experience.
The NMTC team works closely with For-Profit and Non-Profit organizations to secure tax credits, structure the financing, and maximize the capital stack while working with multiple financing sources. The team provides deep industry expertise and leverages extensive relationships with NMTC stakeholders including community development entities, Investors and lenders for our client engagements.
Our employees thrive in a challenging, supportive environment, taking on a high level of responsibilities as Valued Business Advisers to our clients. This position is client facing and requires attention to detail, critical thinking, project management skills.
Performance is rewarded and there are many professional opportunities to grow within the team.
As a Senior Financial Analyst with BTs NMTC team, you will work closely with Partners and Senior Managers providing high-value structured finance consulting for the benefit of For-Profit and Non-Profit clients. Specific responsibilities include:
• Seek information from project sponsors to analyze community impacts of projects
• Collaborate with and assist team with financing structures to support NMTC or related financings
• Prepare executive summary pitchbooks for projects to source NMTC capital, investment and subsidy from development entities and investors [primarily national banks]
• Assist team to identify and interact with the financing participants and investors
• Assist team in obtaining and negotiating term sheets
• Prepare preliminary financial models
• Gather, organize and analyze due diligence
• Assist in project management responsibilities
• Assist in the closing and documentation of the NMTC related financing
Qualifications:
Successful candidates will meet the following requirements:
• Two + years of lending, finance or accounting related experience including internships in related fields or industry. Work experience with NMTCs, commercial lending or community development preferred
• An undergraduate degree in Business Administration with emphasis in Accounting, Finance, or real estate preferred
• Demonstrated analytical, organizational, interpersonal, project management, and communication skills
• Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies
• Understanding of financials and operating performance
• Successful candidate will have a willingness to work in BT Offices on a regular hybrid basis and to travel as required [generally short duration]
#LI-SB1
#LI-hybrid
Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago.
Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Responsibilities:
It’s an exciting time to join Baker Tilly! We are looking for a Senior Financial Analyst/Underwriter to join our Capital Formation Team.
The Capital Formation Team at Baker Tilly (BT) is comprised of dedicated, client-focused professionals specializing in capital sourcing for real estate projects and operating businesses nationwide. Our specialized team assists project sponsors in securing and structuring capital for new construction, expansion, and acquisition/rehabilitation of real estate and the expansion of job creating operating businesses.
BT’s New Markets Tax Credit (NMTC) team is an industry leading financial consulting group which has been involved in the NMTC industry since its inception over 20 years ago. The team presently maintains offices in Illinois, Texas and Wisconsin and is comprised of professionals with significant NMTC and structured finance experience.
The NMTC team works closely with For-Profit and Non-Profit organizations to secure tax credits, structure the financing, and maximize the capital stack while working with multiple financing sources. The team provides deep industry expertise and leverages extensive relationships with NMTC stakeholders including community development entities, Investors and lenders for our client engagements.
Our employees thrive in a challenging, supportive environment, taking on a high level of responsibilities as Valued Business Advisers to our clients. This position is client facing and requires attention to detail, critical thinking, project management skills.
Performance is rewarded and there are many professional opportunities to grow within the team.
As a Senior Financial Analyst with BTs NMTC team, you will work closely with Partners and Senior Managers providing high-value structured finance consulting for the benefit of For-Profit and Non-Profit clients. Specific responsibilities include:
• Seek information from project sponsors to analyze community impacts of projects
• Collaborate with and assist team with financing structures to support NMTC or related financings
• Prepare executive summary pitchbooks for projects to source NMTC capital, investment and subsidy from development entities and investors [primarily national banks]
• Assist team to identify and interact with the financing participants and investors
• Assist team in obtaining and negotiating term sheets
• Prepare preliminary financial models
• Gather, organize and analyze due diligence
• Assist in project management responsibilities
• Assist in the closing and documentation of the NMTC related financing
Qualifications:
Successful candidates will meet the following requirements:
• Two + years of lending, finance or accounting related experience including internships in related fields or industry. Work experience with NMTCs, commercial lending or community development preferred
• An undergraduate degree in Business Administration with emphasis in Accounting, Finance, or real estate preferred
• Demonstrated analytical, organizational, interpersonal, project management, and communication skills
• Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies
• Understanding of financials and operating performance
• Successful candidate will have a willingness to work in BT Offices on a regular hybrid basis and to travel as required [generally short duration]
#LI-SB1
#LI-hybrid
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