Senior Financial Analyst – New Markets Tax Credit (NMTC)
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. This client-facing role offers meaningful responsibility, exposure to complex structured finance transactions, and significant opportunities for professional growth. The Capital Formation team helps clients nationwide secure and structure financing for real estate developments and operating businesses, working with project sponsors to source capital for new construction, acquisitions, rehabilitation projects, business expansions, and other economic development initiatives. The NMTC practice is an industry leader with over 20 years of experience, partnering with for-profit and nonprofit organizations to secure NMTC allocations, structure complex financing transactions, and maximize available funding. The team leverages deep industry expertise and strong relationships with Community Development Entities (CDEs), investors, and lenders to deliver successful outcomes. At Baker Tilly, you'll join a collaborative team where you'll work on impactful projects, build strong client relationships, and develop your expertise in a highly specialized area of structured finance.
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.
- Willingness to work regularly from a Baker Tilly office, with limited remote flexibility and occasional short-duration travel.
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.
Benefits
- Comprehensive compensation and benefits package to eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
