Baker Tilly
Baker Tilly is seeking a Financial Analyst/Underwriter to join its Capital Formation team, specializing in New Markets Tax Credit (NMTC) financing. This client-facing role involves collaborating with principals, senior managers, and various financing partners to structure complex transactions and deliver structured finance solutions. The position offers significant opportunities for professional growth within a highly specialized area of structured finance.
Baker Tilly is a top 10 advisory, tax, and assurance firm that brings enterprise-level thinking closer to middle-market businesses through guidance built around how they actually operate. The firm delivers advisory, tax, and assurance services across 30+ industries — including construction, healthcare, real estate, government, and private equity — helping organizations manage risk, improve performance, and pursue growth. Baker Tilly operates coast to coast and globally as an independent member of Baker Tilly International.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Baker Tilly.
15% below the average for this role
Key resolutions results for 2025
Jul 7, 2025
Associate, Capital Markets
Blue Owl Capital
Community Development Finance Underwriter
Santander
NMTC - Project Finance Closing Senior
Cherry Bekaert
Vice President, Strategic Finance
Inspiration Mobility
Senior Analyst, Structured Finance
Westinghouse Electric Company
Corporate Finance / Tax Credit Associate Attorney
DB