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Asset Analyst, Capital Formation

Baker Tilly Advisory Group, LP

Madison, Wisconsin

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JOB DETAILS
SKILLS
Accounting, American Institute of Certified Public Accountants (AICPA), Analysis Skills, Applicant Tracking System, Asset Management, Bakery, Budgeting, Business Services, Capital Analysis, Certified Public Accountant (CPA), Construction Drawings, Customer Support/Service, Data Quality, Facebook, Financial Analysis, Financial Compliance, Financial Modeling, Liens, LinkedIn, Loan Conditions, Loans, Maintain Compliance, Model Review, Post Closing, Problem Solving Skills, Professional Services, Project Development, Project Evaluation, Recruiting/Staffing Agency, Regulations, Risk, Risk Management, Tax Credits, Underwriting
LOCATION
Madison, Wisconsin
POSTED
3 days ago
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:

Responsibilities

The Asset Analyst will be responsible for portfolio monitoring and addressing compliance and asset management issues during the underwriting and closing stage, throughout the compliance period, and through the disposition/exit stage of the New Market Tax Credit investments. The Asset Analyst will focus on NMTC projects for Baker Tilly clients to deliver required reviews, comments, and work product related to pre-closing and post-closing financial models and reviews of construction budgets/draws. He/she will be responsible for all aspects of compliance reporting for client portfolio, verification and accuracy, and analysis of additional community impact reporting. The Asset Analyst will assess project and partnership risk factors in compliance with Section 45 provisions, allocation agreement requirements, and operating agreement conditions. This person will establish strong working relationships with investors, lenders, and financial partners and will assist with the preparation and modification of annual community impact questionnaires.
  • Focus on assigned NMTC projects for Baker Tilly clients delivering required reviews, comments and work product (pre and post-closing financial models/analysis - work with borrowers to discuss ongoing reporting compliance address borrower financial strength, understand and document community impacts, construction draw reviews, etc.). Once project data is reviewed, designate appropriate risk ratings and preparation of periodic internal reports for management/clients. Assist with mitigating risk.
  • Responsible for all aspects of compliance reporting for client portfolio including the organization, collection, verification and accuracy of compliance data on an annual basis, as well as the collection and analysis of additional annual community impact reporting and borrower certifications.
  • Continually assess project and partnership risk factors as they pertain to compliance with Section 45 (NMTC) provisions, allocation agreement requirements and operating agreement conditions. Monitor loan defaults and that there are no mechanic liens or other non-permitted encumbrances on the project.
  • Along with fellow team members, and other intermediaries, establish strong, productive working relationships with investors, lenders, project developers, and other financial partners. Cultivate relationships conducive to information sharing and problem solving. Provide exempl

About the Company

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Baker Tilly Advisory Group, LP

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