Summer 2025 Financial Analyst - Capital Formation 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.


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



It's an exciting time to join Baker Tilly! We are looking for a Financial Analyst to join our Capital Formation Team.


The Capital Formation Team at Baker Tilly (BT) 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 high responsibilities as a Valued Business Adviser to our clients. Performance is rewarded and there are many professional opportunities to grow within the team.


In this role, you will work closely with Partners and Managers servicing existing clients to deliver financial advisory services such as:

• Evaluating the appropriateness of proposed transactions relative to the business strategy of clients
  
  


• Teaming with potential borrowers to determine the structure of proposed transactions, negotiate a term sheet with borrowers and investors on behalf of the client
  
  


• Financial modeling for transactions
  
  


• Preparing write-ups and underwriting of transactions for board meetings
  
  


• Assisting clients to locate and vet transactions, if necessary
  
  


• Educating potential lenders and community stakeholders to participate in transactions
  
  


• General consulting to assist clients in achieving its objectives
  
  

• An undergraduate degree in Business Administration with emphasis in Accounting or Finance, or real estate preferred
  
  


• Outstanding academic performance required, with a minimum overall GPA of 3.0 required with at least a 3.2 GPA preferred
  
  


• Relevant internship, work experience and/or involvement with a professional organization
  
  


• Demonstrated analytical, organizational, interpersonal, project management, and communication skills
  
  


• Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies
  
  


• Understanding of real estate financials and operating performance
  
  


• Willingness to travel
  
  


• There is currently no immigration sponsorship available for this position