Senior Financial Analyst – New Markets Tax Credit

Baker Tilly US

Senior Financial Analyst structuring New Markets Tax Credit financing for real estate and business projects at Baker Tilly. Developing models, coordinating partners, and supporting transaction closings.

Posted 8/20/2026full-timeMadison • Illinois, Texas, Wisconsin • 🇺🇸 United StatesSenior💰 $75,500 - $139,030 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in structured finance consulting, particularly in NMTC transactions, while effectively collaborating with various stakeholders throughout the financing process. Proficient in financial modeling, project management, and delivering exceptional client service.

Highest-signal resume keywords

Structured Finance ConsultingNMTC TransactionsFinancial ModelingProject ManagementClient Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisDue DiligenceFinancial Statement InterpretationCommercial LendingNegotiationTransaction ClosingFinancing DocumentationAnalytical SkillsOrganizational SkillsCommunication Skills

Soft Skills

CollaborationCommitment to Learning

Industry Keywords

Community Development FinancingBaker TillyProject SponsorsFinancing PartnersInvestment Sourcing

About the role

Key responsibilities & impact

Deliver high value structured finance consulting to project sponsors
Support the structuring of NMTC transactions
Prepare executive summaries and marketing materials to source NMTC allocations and investments
Coordinate with Community Development Entities, investors, lenders, and other financing partners
Assist with sourcing and negotiating financing term sheets
Develop financial models and analyses
Gather, organize, and analyze project due diligence materials
Support project management throughout the financing process
Assist with transaction closing and financing documentation
Work closely with Baker Tilly Principals and Senior Managers
Collaborate with client executives, lenders, investors, legal counsel, Community Development Entities, and other financing partners throughout the transaction lifecycle

Requirements

What you’ll need

4-year degree
3 years professional experience
At least two or more years of experience in finance, lending, accounting, or a related field
Experience with NMTCs, commercial lending, or community development financing
Bachelor's degree in Finance, Accounting, Real Estate, Business Administration, or a related field
Strong analytical, organizational, communication, and project management skills
Ability to interpret financial statements and evaluate operating performance
Commitment to delivering exceptional client service and continuous professional learning
Willingness to work regularly from a Baker Tilly office, with limited remote flexibility and occasional short-duration travel
Authorization to work in the United States without current or future immigration sponsorship

Benefits

Comp & perks

Comprehensive compensation and benefits package
Limited remote flexibility
Professional growth opportunities
Continuous professional learning