LIHTC Finacial Analyst, Affordable Housing
Baker Tilly is a leading advisory, tax, and assurance firm, and they are seeking a Financial Analyst in their Affordable Housing practice. In this role, you will support transaction structuring, assist in securing financing sources, and contribute to real estate analyses to help clients achieve their financial objectives.
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
- 1 year professional experience
- 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
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
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