Senior Financial Analyst, Affordable Housing

Baker Tilly US

Financial Analyst providing high-impact advisory services in Affordable Housing for Baker Tilly. Contributing to complex transactions and collaborating with clients and experienced leaders.

Posted 6/7/2026full-timeMadison • Illinois, Wisconsin • 🇺🇸 United StatesSenior💰 $84,000 - $164,300 per yearWebsite

About the role

Key responsibilities & impact

Support transaction structuring and financial modeling
Assist in securing debt, equity, and other financing sources for transactions
Assist with acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments
Support transactions involving low-income and historic tax credits
Research industry and technical topics
Provide consulting support to help clients achieve strategic, financial, and operational objectives
Contribute to additional real estate analyses

Requirements

What you’ll need

4-year degree
3 years professional experience
3+ years of experience in financial modeling and/or low income housing tax credit (LIHTC) applications
Experience with affordable housing funding sources, including LIHTC, HOME, FHLB, and HUD programs
Strong Microsoft Office skills, particularly in Excel and Word
Ability to prepare applications, supporting documentation, and other detail-oriented client deliverables with accuracy and care
Strong written and verbal communication skills
Exceptional attention to detail
Demonstrated commitment to exceptional client service and continuous learning
Ability to manage multiple priorities and stay organized
A resourceful self-starter who takes initiative
Strong critical thinking skills and a genuine interest in clients, real estate transactions, and the LIHTC industry

Benefits

Comp & perks

Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelinglow income housing tax credit (LIHTC)acquisitionpreservationdispositionrecapitalizationportfolio strategyaffordable housing funding sourcesMicrosoft ExcelMicrosoft Word

Soft Skills

written communicationverbal communicationattention to detailclient serviceorganizational skillscritical thinkinginitiativeresourcefulnessability to manage multiple prioritiescommitment to continuous learning

Certifications

4-year degree