Senior Relationship Manager, Capital Formation

Baker Tilly Advisory Group, LP; Madison (WI); Hybrid; USD 128,000 - 262,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Baker Tilly Advisory Group, LP in Madison, WI seeks a Senior Relationship Manager for the Capital Formation Team to drive NMTC consulting for nationwide projects. Lead client work, structure financing, and coordinate with investors and lenders.

The role requires 10+ years in CRE lending or NMTC related accounting, and willingness to travel to BT offices. Remote work is limited; regular office presence is expected.

Qualifications

• Ten+ years in commercial mid-market or CRE lending or NMTC related accounting.
• Experience with NMTCs and community development finance.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Pursue NMTC projects and close financing or new business opportunities.
• Establish and maintain relationships with NMTC financing parties (CD entities, investors, lenders).
• Lead marketing of NMTC projects to CD entities and investors.
• Manage projects including educating potential borrowers on NMTC timelines and strategies.
• Assist clients with financing structures to support NMTC financings.
• Prepare preliminary financial structures/models for NMTCs.
• Prepare executive summary pitchbooks to source NMTC capital.
• Secure and negotiate term sheets from all parties involved.
• Oversee due diligence gathering, organization, and analysis.
• Oversee NMTC financing closing and documentation.
• Represent Baker Tilly and the NMTC team in outreach and meetings.
• Assist in growing the NMTC financing practice.
• Staff management and development of team members.

Skills

NMTC experience

Project management

Analytical skills

Communication skills

Client service mindset

Travel willingness

Education

Accounting/Finance/Real estate degree

Job description

Overview Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description: It's an exciting time to join Baker Tilly! We are looking for a Senior Relationship Manager to join our Capital Formation Team. The Capital Formation Team at Baker Tilly (BT) is comprised of client-focused professionals specializing in the structuring and sourcing of tax credits creating net cash benefits to support funding the growth and expansion of high impact projects and operating businesses nationwide. BT's NMTC team is an industry leading financial consulting group which has been involved in the NMTC industry since its inception over 20 years ago - that has closed billions of dollars of NMTC transactions for hundreds of projects in manufacturing, healthcare, education, community facilities and other diverse industry creating jobs or providing needed goods and services to underserved communities. The NMTC team works closely with For-Profit and Non-Profit organizations to secure tax credits, structure the financing, and maximize the capital stack while working with multiple financing sources. The team provides deep industry expertise and leverages extensive relationships with NMTC stakeholders including community development entities, investors and lenders. We are seeking a highly organized, articulate and detail-oriented individual to join our team as a Senior Relationship Manager who will be part of the team to identify, engage and successfully lead projects through the competitive NMTC financing process. This position is client facing and requires attention to detail, critical thinking, project management skills. In this role, you will be responsible for managing multiple clients simultaneously. Clients include businesses or developers seeking NMTC financing for their high impact, projects, nationwide. The ideal candidate will have 10+ years of commercial mid-market or CRE lending, structured finance, and/or similar accounting experience as well as experience with NMTCs and/or community development finance. While new business development responsibilities are not the primary focus in the current role, the expectation is that as the position evolves, new business development will become an integral part of the job to support planned growth and to assist the team in growing and developing processes, procedures and best practices. Therefore, candidates managing clients while successfully developing new business and/or client sales leads are highly desired. Performance is rewarded and there are many professional opportunities to grow within the team.

As a Senior Relationship Manager with BTs Capital Formation Team, you will work closely with Partners and staff to provide high-value NMTC consulting services for projects.

Specific responsibilities include:

• Pursue leads for new projects and successfully close the financing or new business opportunity
• Establish and maintain relationships with NMTC financing parties including community development entities, investors, and lenders
• Lead process of marketing NMTC projects to community development entities and investors
• Project management including educating potential borrower’s on NMTCs timeline, success strategy, process, and structure
• Assist clients with financing structures to support NMTC financings
• Prepare preliminary financial structures / models
• Prepare executive summary pitchbooks for projects to source NMTC capital from community development entities and investors
• Secure and negotiate term sheets from all parties
• Oversee the gathering, organizing, and analyzing of due diligence
• Oversee the closing and documentation of the NMTC financing
• Perform as an industry leader internally and externally, representing Baker Tilly and the NMTC team through outreach efforts, internal and external meetings/events, and client interactions
• Assist with growing the NMTC financing practice
• Staff management and people development; supervising and coordinating activities of other team members

Successful candidates will meet the following requirements:

• Ten+ years of commercial mid-market or CRE lending, structured finance and/or NMTC or subsidy related accounting.
• Work experience with NMTCs or community development finance.
• Demonstrated analytical, organizational, interpersonal, project management, and communication skills.
• Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies.
• Understanding of financials, operating performance, proformas and budgets.
• While remote work is applicable on limited or seasonal basis, the successful candidate will have a willingness to work in BT Offices on a regular basis and to travel as required [generally short duration].
• An undergraduate degree in Business Administration with emphasis in Accounting, Finance, or real estate preferred.
• There is currently no immigration sponsorship available for this position.

The pay range for this job position in Madison WI is $128,000-$262,280. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the "Contact Us" feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.