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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

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