Senior Financial Analyst – New Markets Tax Credit (NMTC)

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 $5.2billion.

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

• Deliver high value structured finance consulting to project sponsors
• Support the structuring of NMTC transactions
• Prepare executive summaries and marketing materials to source NMTC allocations and investments
• Coordinate with Community Development Entities, investors, lenders, and other financing partners
• Assist with sourcing and negotiating financing term sheets
• Develop financial models and analyses
• Gather, organize, and analyze project due diligence materials
• Support project management throughout the financing process
• Assist with transaction closing and financing documentation

• 4-year degree
• 3 years professional experience

• At least two or more years of experience in finance, lending, accounting, or a related field.
• Experience with NMTCs, commercial lending, or community development financing.
• Bachelor's degree in Finance, Accounting, Real Estate, Business Administration, or a related field.
• Strong analytical, organizational, communication, and project management skills.
• Ability to interpret financial statements and evaluate operating performance.
• Commitment to delivering exceptional client service and continuous professional learning.
• Willingness to work regularly from a Baker Tilly office, with limited remote flexibility and occasional short-duration travel.
• Authorization to work in the United States without current or future immigration sponsorship.

• The pay rate range for Madison, WI is $77,800-$126,390
• The pay rate range for Milwaukee, WI is $77,800-$126,390
• The pay rate range for Chicago, IL is $75,500-$139,030
• The pay rate range for Austin, TX is $79,000-$132,710

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.