Senior NMTC Finance & Structured Deals Analyst

Baker Tilly US; Madison (WI); On-site; USD 78,000 - 126,000; Full time

Job summary

Baker Tilly is seeking a Senior Analyst in Madison, WI, to join the Capital Formation team and deliver NMTC and structured finance solutions for project sponsors.

You will collaborate with executives, lenders, and investors throughout the transaction lifecycle in a client-facing role with meaningful responsibility and growth opportunities. Regular office presence is expected with limited remote flexibility.

Qualifications

• Requires a 4-year degree and at least 3 years of professional experience.
• Experience in finance, lending, accounting, or related fields preferred.
• Authorization to work in the United States without sponsorship.

Responsibilities

• Deliver high value structured finance consulting to project sponsors.
• Support NMTC transaction structuring.
• Prepare executive summaries and marketing materials to source NMTC allocations.
• Coordinate with Community Development Entities, investors, lenders, and financing partners.
• Assist with sourcing and negotiating financing term sheets.
• Develop financial models and analyses.
• Gather and analyze project due diligence materials.
• Support project management throughout the financing process.
• Assist with transaction closing and financing documentation.

Skills

Analytical skills

Communication

Organization

Project management

Education

Bachelor's degree

Job description

Baker Tilly is seeking a Senior Analyst in Madison, WI, to join the Capital Formation team and deliver NMTC and structured finance solutions for project sponsors.

You will collaborate with executives, lenders, and investors throughout the transaction lifecycle in a client-facing role with meaningful responsibility and growth opportunities. Regular office presence is expected with limited remote flexibility.