Senior Manager, NMTC Project Finance Specialist

2 days ago


Madison, Wisconsin, United States Baker Tilly US, LLP Full time
About the Role

Baker Tilly US, LLP is seeking a highly experienced Senior Manager to join our Capital Formation Team. As a key member of the team, you will be responsible for providing high-value NMTC consulting services for projects nationwide.

Key Responsibilities
  • Pursue leads for new projects and successfully close the financing or new business opportunity
  • Establish and maintain relationships with NMTC financing parties including community development entities, investors, and lenders
  • Lead process of marketing NMTC projects to community development entities and investors
  • Project management including educating potential borrowers on NMTCs timeline, success strategy, process, and structure
  • Assist clients with financing structures to support NMTC financings
  • Prepare preliminary financial structures / models
  • Prepare executive summary pitchbooks for projects to source NMTC capital from community development entities and investors
  • Secure and negotiate term sheets from all parties
  • Oversee the gathering, organizing, and analyzing of due diligence
  • Oversee the closing and documentation of the NMTC financing
Requirements
  • Ten+ years of commercial mid market or CRE lending, structured finance and/or NMTC or subsidy related accounting
  • Work experience with NMTCs or community development finance
  • Willingness to travel to meetings, conferences, and events Approximately 20 30% of time
  • Demonstrated analytical, organizational, interpersonal, project management, and communication skills
  • Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies
  • Understanding of financials, operating performance, proformas and budgets
  • While remote work is applicable on limited or seasonal basis, the successful candidate will have a willingness to work in BT Offices on a regular basis and to travel as required [generally short duration]
  • An undergraduate degree in Business Administration with emphasis in Accounting, Finance, or real estate preferred
About Baker Tilly US, LLP

Baker Tilly US, LLP 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. We are committed to delivering exceptional client service and providing innovative solutions to our clients' complex business challenges.



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