Overview

Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

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 Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, 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.

Job Description:

 

It’s an exciting time to join Baker Tilly! We are looking for a Financial Analyst to join our Capital Formation - New Markets Tax CreditsTeam.

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 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

• Assist in drafting of NMTCs applications

Successful candidates will meet the following requirements:

• 0-2 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

• A bachelor's 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

• There is currently no immigration sponsorship available for this position

#hybrid