Senior Financial Analyst – New Markets Tax Credit (NMTC)

Baker Tilly•Madison, WI

2d•Hybrid

About The Position

Baker Tilly is seeking a Financial Analyst/Underwriter to join their Capital Formation team, specializing in New Markets Tax Credit (NMTC) financing. The Capital Formation team assists clients nationwide in securing and structuring financing for real estate developments and operating businesses. The NMTC practice has over 20 years of experience and partners with for-profit and nonprofit organizations to secure NMTC allocations, structure complex financing transactions, and maximize funding. This client-facing role offers significant responsibility, exposure to complex structured finance transactions, and opportunities for professional growth within a collaborative team environment.

Requirements

4-year degree
3 years professional experience
Authorization to work in the United States without current or future immigration sponsorship.

Nice To Haves

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.

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.