Baker Tilly
Senior Manager, CCIA
Baker Tilly, Milwaukee, WI
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
Looking for a unique opportunity to make a meaningful impact with your lending and management skills?
Join Baker Tilly's Community Development Lending Practice on the Development & Community Advisory team and support our Community Development Financial Institution (CDFI) and Community Development Entity (CDE) clients in their efforts to manage programs available through the Community Development Financial Institutions (CDFI) Fund, other federal agencies, and private sector groups. CDFIs and CDEs leverage these critical initiatives to make positive impacts to low-income communities nationwide.
This position will serve our existing CDFI and CDE client base in an expanded fashion while acting as a catalyst to grow the practice. You will collaborate with subject-matter specialists on our community development team to assist clients in managing their loan programs, with a particular focus on clean energy financing. Key functions include understanding the nuances of loan program underwriting and management and programs available to CDFIs and CDEs, process implementation and management and clear written communication abilities.
Qualifications
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
Looking for a unique opportunity to make a meaningful impact with your lending and management skills?
Join Baker Tilly's Community Development Lending Practice on the Development & Community Advisory team and support our Community Development Financial Institution (CDFI) and Community Development Entity (CDE) clients in their efforts to manage programs available through the Community Development Financial Institutions (CDFI) Fund, other federal agencies, and private sector groups. CDFIs and CDEs leverage these critical initiatives to make positive impacts to low-income communities nationwide.
This position will serve our existing CDFI and CDE client base in an expanded fashion while acting as a catalyst to grow the practice. You will collaborate with subject-matter specialists on our community development team to assist clients in managing their loan programs, with a particular focus on clean energy financing. Key functions include understanding the nuances of loan program underwriting and management and programs available to CDFIs and CDEs, process implementation and management and clear written communication abilities.
- Provide strategic consulting services related to community development finance with a particular focus on the EPA's Clean Communities Investment Accelerator (CCIA) program
- Create and administer training and tools related to loan program administration, including underwriting, for CDFIs and community lenders
- Collaborate with other team members and subject-matter specialists to coordinate, develop, and manage technical content for client engagements
- Participate in strategic planning process around existing and emerging CDFI opportunities
- Partner with internal managers to determine applicability of programs to existing client base
- Project manage program administration
- Handle all assignments with care and confidentiality
Qualifications
- Bachelor's degree required
- 5 to 7 years of lending experience required; clean energy financing experience preferred
- CDFI industry experience a plus
- Grant application experience a plus
- Excellent writing, analytical and organizational skills
- Strong interpersonal skills and communication skills for internal (team) and external (client) communications
- Ability to work in a dynamic and fast-paced environment
- Strong work ethic and willingness to work extended periods as needed based on specific deadlines/application windows at certain times of the year
- Interest in taking an opportunity from concept to significant growth/future buildout and playing a leadership role