Job Opening: Financial Senior Analyst/Underwriter, Ne
- Company
- BAKER TILLY US, LLP
- Location
- MADISON, WI
- Posted on
- May 11, 2024
JOB REQUIREMENTS: Overview 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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