Senior Financial Analyst, Affordable Housing

Background

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.

Summary

Are you interested in joining one of the fastest growing public accounting firms?

If yes, consider joining Baker Tilly (BT) in our Development & Community Advisory (DCA) team as a Senior Financial Analyst in the Housing group. This is a great opportunity to be a valued business advisor delivering industry-focused financial services to real estate clients.  You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

Responsibilities

What you will do:

• Transaction structuring and financial modeling – this can include incorporating multiple tax credit programs, incentives and non-traditional financing programs
• Assist in securing financing and equity sources for transactions, and negotiation surrounding these sources
• Assist with acquisition, preservation, disposition and recapitalization strategies for real estate portfolios
• Assist with various aspects of transactions involving low-income and historic tax credits including preparing the relevant application materials and structuring the credits to ensure the value is maximized
• Provide support in developing presentations, responding to requests for proposals, pitching books and creating proposals for the team
• Research industry and technical issues, compile data, and present findings
• General consulting to assist clients in achieving their objectives
• Assist in other real estate focused analysis for market rate projects, syndicated deals or end of compliance period analysis

Requirements

Successful candidates will meet the following requirements:

• Bachelor’s degree in Business Administration with emphasis in Accounting or Finance, or real estate preferred. Experience in lieu of a degree may be accepted.
• Minimum of three (3) years of experience with financial modeling, deal structuring, underwriting bank debt, and/or preparing applications required. 
• Experience with financial modeling and/or underwriting bank debt, affordable housing funding sources, including low-income housing tax credits, HOME, FHLB, historic tax credits and HUD required. 
• Understanding of real estate financials and operating performance.
• Demonstrated analytical, organizational, interpersonal, project management, and communication skills.
• Highly developed Microsoft Suite skills (Word, Excel) required.
• Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies.

Compensation and Benefits

To be discussed.

How to Apply

Senior Financial Analyst, Affordable Housing in Multiple Locations | Baker Tilly US, LLP