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About the Role
Baker Tilly is seeking a Financial Analyst/Underwriter to join their Capital Formation team, specializing in New Markets Tax Credit (NMTC) financing. This client-facing role offers meaningful responsibility, exposure to complex structured finance transactions, and significant opportunities for professional growth within a collaborative team environment.
Responsibilities
- 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.
Requirements
- 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.
Skills
- NMTC financing
- Structured finance
- Financial modeling
- Financial analysis
- Project management
- Client service
- Communication
- Organization
- Analytical skills
Location
- Madison, WI
- Milwaukee, WI
- Chicago, IL
- Austin, TX
Work Type
- Limited remote flexibility
- Occasional short-duration travel
- Office-based work
Experience Level
- 3 years professional experience
- 2+ years of experience in finance, lending, accounting, or a related field
Education Level
- 4-year degree
- Bachelor's degree in Finance, Accounting, Real Estate, Business Administration, or a related field
Salary/Compensations
- Madison, WI: $77,800-$126,390
- Milwaukee, WI: $77,800-$126,390
- Chicago, IL: $75,500-$139,030
- Austin, TX: $79,000-$132,710
Benefits
- Comprehensive compensation and benefits package
About the Company
- Baker Tilly is a leading advisory, tax and assurance firm with a genuine coast-to-coast and global advantage.
- Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure.
- Baker Tilly US, LLP is a licensed independent CPA firm.
- Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services.
- Baker Tilly is an independent member 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.
Equal Opportunity
- 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.