Consultant Manager – Strategic Financing Services

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

Job summary

An established industry player seeks a Consultant Manager for Strategic Financing Services. This role involves managing relationships with borrowers and investors, identifying community development finance opportunities, and structuring NMTC transactions. The ideal candidate will have a strong background in community development finance and a passion for making a difference in low-income communities. Join a collaborative environment that values integrity, excellence, and professional growth, while contributing to impactful projects that support the community. This position offers competitive compensation and a comprehensive benefits package.

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, required.

Responsibilities

• Manage relationships with borrowers, CDEs, and investors.
• Identify and evaluate community development finance opportunities.
• Support structuring of NMTC transactions with legal counsel.

Skills

Community Development Finance

Structured Finance

Commercial Loans

Tax Credit Financing

Relationship Management

Due Diligence

Marketing Skills

Negotiation Skills

Proficiency in Excel

Education

BA in Accounting, Finance, 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, 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.

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 the 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.