Job Opening: Financial Senior Analyst, New Market Tax
- Company
- BAKER TILLY US, LLP
- Location
- MILWAUKEE, WI
- Posted on
- May 21, 2024
JOB REQUIREMENTS: 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. 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 lendi To view the full job
description please use the link below.
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