Key Facts

Remote From:

Illinois (USA) , Wisconsin (USA)

Category: Financial Analyst

Full time

Senior (5-10 years)

English

Hard Skills

Financial Modeling Business Transaction Management Client Services Risk Financing Equity Funding Public Housing Market Analysis Organizational Structure

Other Skills

•
Negotiation
•
Microsoft Excel
•
Microsoft Word
•
Communication
•
Detail Oriented
•
Critical Thinking

Roles & Responsibilities

4-year degree
3 years professional experience
3+ years of experience in financial modeling and/or low income housing tax credit (LIHTC) applications
Strong Microsoft Office skills, particularly in Excel and Word

Requirements:

Support transaction structuring and financial modeling, including integration of multiple tax credit programs
Assist in securing debt, equity, and other financing sources for transactions
Assist with acquisition, preservation, disposition, and portfolio strategy assignments for real estate clients
Provide consulting support to help clients achieve strategic, financial, and operational objectives

Moss Adams

Accounting

About Moss Adams

Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what’s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we’re inspired by the extraordinary potential companies and individuals possess to discover and claim their future. We advise clients at all intervals of development—from start-up to rapid growth and expansion, to transition—collaborating on what’s important to them and their business. Delivering a full spectrum of accounting, consulting, and wealth management solutions, we’re immersed in the industries we serve and contextualize engagements with guidance and insight tailored to the nuances of each situation. We view the world through new ideas and help our clients elevate their business performance. Join us as we help clients create and manage the future, and rise. Upward. Our service lines include: ● Assurance ● Tax ● IT Consulting ● Strategy & Operations ● Transactions Consulting ● Individual Wealth Management ● Institutional Wealth Management

Company type: Large

Industry: Accounting

Founded: 2018

Company size: 1001 - 5000

Website LinkedIn See all jobs →

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

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

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

Minimum Qualifications:

4-year degree

3 years professional experience

Preferred Qualifications:

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

The US National pay rate range for this job position is $84,000-$164,300. 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.

#LI-JM3

Ready to apply?

APPLY

Share ·