Note: The job is a remote job and is open to candidates in USA. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. They are seeking a Financial Analyst in their Affordable Housing practice to deliver high-impact financial advisory services to real estate clients and contribute directly to complex transactions and meaningful client outcomes.
Responsibilities
- Support transaction structuring and financial modeling, including the integration of multiple tax credit programs, incentives, and nontraditional financing sources
- Assist in securing debt, equity, and other financing sources for transactions, including supporting negotiations with funding partners
- Assist with 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 to additional real estate analyses, including market-rate projects, syndicated transactions, and end-of-compliance-period assessments
Skills
- 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, 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 producing accurate, polished work
- Demonstrated commitment 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
Benefits
- Baker Tilly offers strong career progression, flexibility in how and where you work
- Baker Tilly offers a comprehensive compensation and benefits package to eligible employees
Company Overview
Company H1B Sponsorship