Financial Analyst at Baker Tilly

Compensation

$62,000 – $95,610/yr

Setup: Hybrid
Location: Madison, Wisconsin · Chicago, Illinois
Type: Full-time

Description

Baker Tilly is seeking a Financial Analyst to join their Development & Community Advisory team, specifically within the Affordable Housing practice. The role involves contributing to complex financial advisory services for real estate clients, focusing on transaction structuring, financial modeling, and assisting with various real estate assignments such as acquisitions and portfolio strategy. The ideal candidate will support clients in achieving strategic, financial, and operational objectives, with a focus on maximizing value through tax credit programs.

Required Skills

financial modeling
tax credit programs
Microsoft Office skills
Excel
Word
written and verbal communication skills
attention to detail
client service
critical thinking skills

Additional Information

Minimum Education: 4-year degree
Required Previous Experiences: 1 year professional experience
Preferred Qualifications: Two (2) to three (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