Baker Tilly

Senior Associate, Energy Transactions - Capital Formation

Baker Tilly$79K — $132K *
Energy & Utilities
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree in Finance, Engineering, or related field preferred.
  • 3+ years in investment banking, private equity, corporate development, project finance, or consulting; experience in Energy/Power industry preferred.
  • Proficiency in building financial models including 3-statement and tax equity models.
  • Strong analytical skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Advanced proficiency in Microsoft Excel and PowerPoint.

Responsibilities

  • Evaluate investment opportunities in renewable energy infrastructure through financial modeling and detailed analysis.
  • Underwrite tax equity and other project finance transactions to enhance investor returns.
  • Collaborate with key stakeholders to support transaction execution including due diligence and negotiations.
  • Review project development documentation to pinpoint key investment risks.
  • Prepare Investment Committee Memoranda and marketing materials for capital aggregation.

Benefits

  • Exceptional career growth opportunities.
  • Flexibility in work location and arrangements.
  • Strong emphasis on meaningful relationships with clients and colleagues.
  • Supportive work environment that values professional development.
Full Job Description
Job Description:

Come join Baker Tilly's Development Advisory (DA) team as a Senior Associate, Capital Formation. In this role, you will support the evaluation, structuring, and execution of renewable energy transactions across various energy transition technologies. Leveraging financial modeling, transaction analysis, and market expertise, you will conduct due diligence, analyze project economics, and assess financing alternatives to support capital deployment decisions. Working alongside other investment professionals and collaborating with tax- and energy-related disciplines, you will help drive transactions from evaluation through close while navigating the evolving regulatory landscape of the renewable energy sector.

As one of the fastest-growing firms in the nation, Baker Tilly offers exceptional opportunities for career growth, flexibility in how and where you work, and meaningful relationships with clients, teammates, and leaders who genuinely care about your success and professional development.

Responsibilities:
  • Evaluate investment opportunities in renewable energy infrastructure, including solar, storage, renewable natural gas, and hydrogen, through financial modeling and detailed analysis of project economics, cash flows, tax attributes, and risk-adjusted returns.
  • Underwrite tax equity and other project finance transactions to optimize investor returns and capital efficiency.
  • Collaborate with developers, sponsors, legal counsel, tax advisors, lenders, and other counterparties to support transaction execution, including due diligence, structuring, negotiations, and closing activities.
  • Review project development assumptions, engineering reports, legal documentation, and third-party diligence materials to identify key investment risks.
  • Prepare Investment Committee Memoranda, as well as marketing and business development materials necessary for capital aggregation and deployment.
  • Conduct market research on financing structures, transaction activity, and regulatory developments related to renewable energy investments.


Minimum Qualifications:
  • 4-year degree
  • 3 years professional experience


Preferred Qualifications:
  • Bachelor's or Master's degree in Finance, Engineering, or related field.
  • 3+ years of work experience in investment banking, private equity, corporate development, project finance, or consulting; Energy/Power industry exposure preferred.
  • Experience building financial models, including 3-statement and tax equity models, cash flow projections, and other financial analyses to support investment decisions.
  • Demonstrated ability to work independently and manage multiple projects while maintaining a high standard of professional and ethical conduct.
  • Strong analytical skills coupled with attention to detail; excellent written and verbal communication skills.
  • Advanced proficiency in Microsoft Excel and PowerPoint.


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.

  • The pay rate range for Madison, WI is $77,800-$126,390
  • The pay rate range for Chicago, IL is $75,500-$139,030
  • The pay rate range for Houston, TX is $75,500-$139,030
  • The pay rate range for Austin, Dallas/Frisco TX is $79,000-$132,710

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