Baker Tilly

  • Asset Analyst

    Job Locations US-WI-Madison
    Job ID
    11083
    Category
    Finance
  • Overview

    Baker Tilly Virchow Krause, LLP (Baker Tilly) is a nationally recognized, full-service accounting and advisory firm whose specialized professionals connect with clients and their businesses through refreshing candor and clear industry insight. With approximately 2,700 employees across the United States, Baker Tilly is ranked as one of the 15 largest accounting and advisory firms in the country. Headquartered in Chicago, Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 territories, with over 33,000 professionals. The combined worldwide revenue of independent member firms is $3.4 billion.

     

    It’s an exciting time to join Baker Tilly! We are looking for an Asset Analyst to join the Baker Tilly’s Transaction Advisory Services team in Madison, WI.

     

    The Transaction Advisory Services team at Baker Tilly Virchow Krause, LLP is comprised of dedicated, client-focused professionals. Whether it’s a sale, buyout, carve-out or refinancing, our highly specialized team supports every critical business decision before, during and after a transaction. Our employees thrive in a challenging, supportive environment, taking on a high level of responsibilities as a Valued Business Advisors to our clients. Performance is rewarded and there are many professional opportunities to grow within the team.

     

      

    Baker Tilly Annual Report 2017 

    Responsibilities

    • Conduct pre and post-closing financial analysis on assigned New Market Tax Credit investments (NMTC) projects. This will include working with borrowers to discuss ongoing reporting compliance, addressing borrower financial strength, understanding and documenting community impacts. Once project data is reviewed, assist with designating appropriate risk ratings and prepare periodic internal reports for management and clients.
    • Work with disbursement agents and lending partners to monitor construction by reviewing and approving construction draws of real estate projects.
    • Manage all aspects of compliance reporting for client portfolios by organizing, collecting, verifying, and ensuring accuracy of compliance data on an annual basis, and by analyzing 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 ensure there are no mechanic liens or other non-permitted encumbrances on the project.
    • Establish strong, productive working relationships with investors, lenders, project developers, and other financial partners. Provide exemplary client service and cultivate relationships conducive to information sharing and problem solving.
    • Assist with the preparation, modification, and distribution of annual community impact questionnaires. Maintain database information integrity as it relates to compliance data, financial reporting, construction updates, and project information.

    Qualifications

    • Bachelor’s degree in real estate finance, economics, business, accounting or a related field, required.
    • Two years of experience in asset/portfolio management or real estate finance, preferred.
    • Strong aptitude with information technology with proficient skills in word-processing, spreadsheet and presentation software, and the ability to adapt to new technology is required.
    • Strong financial analysis skills with the ability to recognize financial issues through review of borrower financial statements.
    • Ability to establish and maintain effective working relationships with supervisors, co-workers, and outside business professionals.
    • Self-starter who exhibits the drive and resourcefulness to work independently and with team members toward common company goals.
    • Ability to show confidence in functional skills and apply those skills in a multi-task cross-functional team setting.
    • Ability to work in an evolving, team oriented environment, and accept new challenges as assigned.
    • Demonstrated exceptional verbal and written communication skills.
    • Ability to provide exceptional client service and demonstrate commitment to continuous learning.
    • Eligibility to work in the U.S. without sponsorship. 

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    Baker Tilly Virchow Krause, LLP is an equal opportunity/affirmative action employer.