Consultant Manager – Strategic Financing Services

Cherry Bekaert LLP; United States; Remote; USD 96,000 - 198,000; Full time

Job summary

An established industry player is seeking a Consultant Manager for their Strategic Financing Services team. This role offers the chance to work with a team of experts in New Markets Tax Credit applications and community development finance. The successful candidate will be responsible for building relationships with potential borrowers and stakeholders, managing due diligence, and supporting the structuring of transactions. This position promises a collaborative environment focused on career growth, with a commitment to integrity and excellence. If you're passionate about making a difference in low-income communities, this opportunity is for you.

Benefits

Annual bonus

Medical, dental, and vision care

Disability and life insurance

Generous Paid Time Off

Retirement plans

Paid Care Leave

Qualifications

• 3+ years of experience in community development finance or structured finance.
• Knowledge of tax credit financing, especially NMTC, is required.

Responsibilities

• Manage relationships with borrowers, CDEs, and investors.
• Evaluate and manage a pipeline of NMTC finance opportunities.
• Develop marketing materials for CDEs and investors.

Skills

Community Development Finance

Structured Finance

Commercial Loans

Tax Credit Financing

Relationship Management

Due Diligence

Marketing Development

Excel Proficiency

Education

BA in Accounting, Finance, or Economics

Master’s Degree or JD

Job description

Consultant Manager – Strategic Financing Services

Job Category: Professional Services

Requisition Number: CONSU006257

Posted: March 11, 2025

Employment Type: Full-Time

Locations

Remote within the United States

Cherry Bekaert’s Strategic Financing Services (SFS) Group is looking for a Consultant Manager to join the SFS Consulting team. We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The Consultant Manager will build a pipeline of potential borrowers and structured finance opportunities and expand into new markets and regions using in-depth knowledge of and relationships with Community Development Entities (CDEs), tax credit investors, and other community development stakeholders. The successful candidate will have a strong sense of urgency and a mission to help make a difference in Low-Income Communities.

About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 14,530 direct jobs, served 489,860 clients through nonprofit investments, and helped create over 7.1 million square feet of new and improved commercial and industrial real estate. SFS’s current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.

As a Consultant Manager, you will:

• Communicate with and manage relationships with potential borrowers, CDEs, and investors
• Identify, evaluate, and manage a pipeline of NMTC and other community development finance opportunities
• Collect, package, and manage due diligence on potential borrowers and Project Sponsors
• Develop marketing materials to present to CDEs and investors
• Build relationships with CDEs to better identify the best project financing match
• Support the structuring of NMTC transactions in collaboration with external legal counsel
• Advise borrowers on business terms and work with borrowers and closing team to finalize loan structure
• Travel: 50%

What you bring to the role:

• BA in Accounting, Finance, Economics, or related field; Master’s Degree or JD a plus
• At least 3+ years of experience in community development finance, structured finance, or commercial loans preferred
• Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
• Experience in working with CDEs, lenders, investors
• Demonstrated experience in putting together and closing deals
• Proficiency in Excel
• Strong sense of urgency and shared sense of mission

What We Offer You:

• A well-run firm that offers stability and opportunity to develop as a leader
• Collaborative environment focused on career advancement and professional development
• Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success
• Big firm resources and bench strength; small firm flexibility and openness to new ideas
• Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
• Defined metrics and targets that eliminate ambiguity
• Shared values, including uncompromising integrity, a passion for excellence, and mutual respect

About Cherry Bekaert: Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure.

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $96,200 to $197,500. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus; medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook.