Senior Manager, CCIA - JR100886-7366 - Baker Tilly Advisory Group, LP

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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.
- 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 un erwriting, 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