Job Description:
Join Baker Tilly’s Development & Community Advisory team as a Financial Analyst in our Affordable Housing practice. This is an exciting opportunity to work alongside experienced leaders and help deliver high-impact financial advisory services to real estate clients. In this role, you will contribute directly to complex transactions, meaningful client outcomes, and the continued growth of our practice. Baker Tilly offers strong career progression, flexibility in how and where you work, and the chance to build meaningful relationships with clients, teammates, and leaders who are invested in your success and development.
Responsibilities:
- Support transaction structuring and financial modeling, including the integration of multiple tax credit programs, incentives, and nontraditional financing sources
- Assistin securing debt, equity, and other financing sources for transactions, including supporting negotiations with funding partners
- Assistwith acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments for real estate clients
- Support transactions involving low-income and historic tax credits, including preparation of application materials and analysis to help maximize value
- Research industry and technical topics, compile relevant data, and present clear, actionable findings
- Provide consulting support to help clients achieve strategic, financial, and operational objectives
- Contribute toadditionalreal estate analyses, including market-rate projects, syndicated transactions, and end-of-compliance-period assessments
- 1 yearprofessional experience
- Two (2) to three (3) years of experience in financial modeling and/orlow incomehousing tax credit (LIHTC) applications
- Experience with affordable housing funding sources, including LIHTC, HOME, FHLB, and HUD programs, strongly preferred
- Strong Microsoft Office skills, particularly in Excel and Word, with the ability to navigate and update complex financial models
- Ability to prepare applications, supporting documentation, and other detail-oriented client deliverables with accuracy and care
- Strong written and verbal communication skills, including the ability to draft professional emails, ask thoughtful questions, and provide clear project updates
- Exceptional attention to detail and a commitment to producingaccurate, polished work
- Demonstratedcommitment to exceptional client service and continuous learning to stay current on applicable programs, policies, and strategies
- Ability to manage multiple priorities, stay organized, meet deadlines, and follow through on assignments
- A resourceful self-starter who takes initiative, works independently, and knows when to seek guidance
- A curious and motivated learner with strong critical thinking skills and a genuine interest in clients, real estate transactions, and the LIHTC industry
Compensation
- The Madison, WI pay rate range for this job position is $62,000 - $95,610.
- The Chicago, IL pay rate range for this job position is $75,500 - $105,180.
Actual compensation is influenced by a variety ofrelevant factors including but not limited to applicant27s skills, prior experience, qualifications, degrees,professional certifications, work arrangements and geographic location. Baker Tilly offers acomprehensive compensation and benefits packageto eligible employees.
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