Tax Equity & Project Finance: Senior Analyst

BDO USA, Llp; Miami (FL); On-site; USD 80,000 - 110,000; Full time

Job summary

BDO USA, LLP in the United States is seeking a Senior Analyst, BDO Capital Advisors to support tax equity, tax credit transfer, and related project finance transactions across renewable energy, infrastructure, housing, and more. The role involves data gathering, diligence support, and creating client deliverables.

You will work with leadership and advisors to move deals from diligence to closing, perform market research, pipeline reporting, and contribute to proposals.

Qualifications

• Bachelor's degree in Accounting, Finance, or Economics is required.
• MBA preferred.
• 1+ year of experience in tax equity, tax credit transfer, project finance, or a similar advisory role.
• FINRA Series 7/79 and 63 licenses, or in active pursuance of licensure, required.
• Proficient in Microsoft Office Suite.
• Excellent verbal and written communication skills.

Responsibilities

• Supports the execution and the origination of tax credit transfer, tax equity, and similar project finance advisory engagements
• Compiles, organizes, and validates client and third-party data for diligence and transaction analysis
• Analyzes client financial and operating information and prepare excel-based schedules and analyses
• Supports review of data room materials and summarize key terms, findings, and open questions for engagement leadership
• Maintains diligence request lists, trackers, timelines, and status logs to support on-time deliverables
• Drafts initial content for client deliverables, including data summaries, slide exhibits, and report appendices
• Supports basic review of transaction documents by extracting key terms and maintaining comment logs under supervision
• Coordinates meeting logistics, agendas, and notes for diligence calls and internal status meetings
• Performs market and industry research related to tax credits, tax equity, and project finance activity
• Supports proposal development and business development processes by preparing research summaries and updating pipeline inputs
• Performs quality control checks on analyses and deliverables to confirm accuracy, completeness, and formatting consistency
• Escalates data issues, inconsistencies, and timeline risks to engagement leadership promptly
• Participates in networking and industry events to support relationship development and market visibility, as needed
• Other duties as required

Skills

Analytical skills

Data analysis

Communication skills

Attention to detail

Team collaboration

Education

Bachelor's degree in Accounting, Finance, or Economics

MBA preferred

Tools

Microsoft Office Suite

Job description

BDO USA, LLP in the United States is seeking a Senior Analyst, BDO Capital Advisors to support tax equity, tax credit transfer, and related project finance transactions across renewable energy, infrastructure, housing, and more. The role involves data gathering, diligence support, and creating client deliverables.

You will work with leadership and advisors to move deals from diligence to closing, perform market research, pipeline reporting, and contribute to proposals.