Senior Consultant, Community Development Financial Institutions at Baker Tilly Advisory Group, LP in Madison, Wisconsin

Job Description:

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.


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Job Description:





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 Fund (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 write, review and edit federal grants and funding applications on behalf of clients, assist with program compliance, and conduct impact assessments. Key functions include understanding the nuances of multiple CDFI Fund programs and other programs available to CDFIs and CDEs, process implementation and management and clear written communication abilities.

• Write, review and edit various grant applications for funding, with a particular focus on the CDFI Fund's Capital Magnet Fund program and the EPA's Clean Communities Investment Accelerator program


• Monitor other funding applications that are made available to CDFIs and CDEs


• Partner with internal managers to determine applicability of grants to existing client base


• Provide strategic guidance and assist clients in preparing CDFI Certification and Recertification applications


• Evaluate compliance requirements for CDFI Fund program awards and assist clients with preparing for, completing, and submitting reports


• Conduct project and portfolio impact assessments and write, review and edit impact reports


• Project manage application and report writing process


• Create efficiencies to simplify writing when appropriate


• Collaborate with other team members and subject-matter specialists to coordinate, develop and incorporate technical application content


• Handle all writing assignments with care and confidentiality


• Maintain and update database of grant opportunities applicable to clients

• Bachelor's degree required


• CDFI industry experience a plus


• 3 to 5 years of writing/editing experience required; grant writing experience preferred


• 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