LIHTC Senior Finacial Analyst, Affordable Housing

Baker Tilly•Madison, WI

18h

About The Position

Join Baker Tilly’s Development & Community Advisory team as a Financial Analyst in our Affordable Housing practice. This is an exciting opportunity to work alongside experienced leaders and help deliver high-impact financial advisory services to real estate clients. In this role, you will contribute directly to complex transactions, meaningful client outcomes, and the continued growth of our practice. Baker Tilly offers strong career progression, flexibility in how and where you work, and the chance to build meaningful relationships with clients, teammates, and leaders who are invested in your success and development.

Requirements

4-year degree
3 years professional experience
Strong Microsoft Office skills, particularly in Excel and Word, with the ability to navigate and update complex financial models
Ability to prepare applications, supporting documentation, and other detail-oriented client deliverables with accuracy and care
Strong written and verbal communication skills, including the ability to draft professional emails, ask thoughtful questions, and provide clear project updates
Exceptional attention to detail and a commitment to producing accurate , polished work
Demonstrated commitment to exceptional client service and continuous learning to stay current on applicable programs, policies, and strategies
Ability to manage multiple priorities, stay organized, meet deadlines, and follow through on assignments
A resourceful self-starter who takes initiative, works independently, and knows when to seek guidance
A curious and motivated learner with strong critical thinking skills and a genuine interest in clients, real estate transactions, and the LIHTC industry

Nice To Haves

3+ years of experience in financial modeling and/or low income housing tax credit (LIHTC) applications
Experience with affordable housing funding sources, including LIHTC, HOME, FHLB, and HUD programs, strongly preferred

Responsibilities

Support transaction structuring and financial modeling, including the integration of multiple tax credit programs, incentives, and nontraditional financing sources
Assist in securing debt, equity, and other financing sources for transactions, including supporting negotiations with funding partners
Assist with acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments for real estate clients
Support transactions involving low-income and historic tax credits, including preparation of application materials and analysis to help maximize value
Research industry and technical topics, compile relevant data, and present clear, actionable findings
Provide consulting support to help clients achieve strategic, financial, and operational objectives
Contribute to additional real estate analyses, including market-rate projects, syndicated transactions, and end-of-compliance-period assessments