Senior Associate, Energy Transactions - Capital Formation

Baker Tilly • Madison, WI

7d

About The Position

Join Baker Tilly’s Development Advisory team as a Senior Associate, Capital Formation. The role supports the evaluation, structuring, and execution of renewable energy transactions across energy-transition technologies. It uses financial modeling, transaction analysis, and market expertise to conduct due diligence, analyze project economics, and assess financing alternatives for capital deployment decisions. The position works with investment professionals and tax- and energy-related disciplines to advance transactions from evaluation through closing while navigating the renewable energy sector’s evolving regulatory landscape.

The team evaluates opportunities in solar, storage, renewable natural gas, and hydrogen, and supports tax equity and other project finance transactions. The role also contributes to investment committee materials, capital aggregation and deployment, and research into financing structures, transaction activity, and regulatory developments. Baker Tilly describes opportunities for career growth, flexibility in how and where employees work, and professional development through relationships with clients, teammates, and leaders. The team is primarily located in Texas and Chicago, and applicants from all locations are welcome. The stated U.S. national pay range is $78,500 to $126,400; actual compensation depends on relevant factors including skills, experience, qualifications, work arrangements, and location. Eligible employees are offered a compensation and benefits package.

Requirements

• Four-year degree.
• At least 3 years of professional experience.
• Ability to work independently and manage multiple projects while maintaining high standards of professional and ethical conduct.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Nice To Haves

• Bachelor’s or Master’s degree in Finance, Engineering, or a related field.
• 3 or more years of experience in investment banking, private equity, corporate development, project finance, or consulting.
• Energy or power industry exposure.
• Experience building financial models, including three-statement and tax equity models, cash flow projections, and other analyses supporting investment decisions.

Responsibilities

• Evaluate renewable energy infrastructure investment opportunities, including solar, storage, renewable natural gas, and hydrogen, using financial models and analysis of project economics, cash flows, tax attributes, and risk-adjusted returns.
• Underwrite tax equity and other project finance transactions to optimize investor returns and capital efficiency.
• Collaborate with developers, sponsors, legal counsel, tax advisors, lenders, and other counterparties on due diligence, structuring, negotiations, and transaction closing.
• Review project development assumptions, engineering reports, legal documentation, and third-party diligence materials to identify key investment risks.
• Prepare Investment Committee Memoranda and marketing and business development materials supporting capital aggregation and deployment.
• Research financing structures, transaction activity, and regulatory developments related to renewable energy investments.

Benefits

• Compensation and benefits package for eligible employees.
• Career growth opportunities.
• Flexibility in how and where employees work.
• Professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior