Overview

Full Job Description
Overview:
Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 146 territories, with 36,000 professionals. The combined worldwide revenue of independent member firms is $3.9 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Twitter.

It’s an exciting time to join Baker Tilly!

Baker Tilly Annual Report 2018

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.

Responsibilities:
Are you interested in joining one of the fastest growing public accounting/business advisory firms?

If yes, consider joining Baker Tilly Municipal Advisors as a Manager Financial Analyst – Public Sector! Our practice helps local governments finance essential public infrastructure such as airports, professional sports stadiums, public schools, college campuses, streets, parks, and water, wastewater and electric utilities. We also assist municipalities with economic development initiatives and long-term financial planning. Baker Tilly Municipal Advisors is the third largest municipal advisory firm in the nation by number of bond issues.

Working with other members of the Baker Tilly Municipal Advisor team, the Senior Finance Analyst will:

Assist in the development of bond sale transactions through researching issuance authority, sources of revenue, types of financing, alternatives available, other requirements of the selected financing
Using the above, develop financing structures though the use of Excel and industry specific software
Prepare schedules of events, distribution lists, and financing schedules; develops term sheets, recommendations, and tax implications or other information needed for client decision-making.
Assist in the preparation of the transactions for marketing through:
Writing RFPs
Assembling costs of issuance
Providing guidance as needed in selection of underwriters
Pricing comparisons and resizing of the transaction
Provide assistance in the coordination of bond sale transactions
Respond to client and/or staff requests
Perform non-debt service activities including, but not limited to, financial calculations (operating revenues and accompanying tax impact calculations) and supporting materials for clients
Participate as needed in activities that support the client/prospect relationship such as development of specialized reports, investigation of refunding opportunities, and promotional activities
Research as needed to stay familiar with statutory authority governing the structuring and issuance of debt, federal regulations affecting tax-exempt and taxable municipal debt, and market and rating considerations for issuing bonds
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Meet overnight travel requirement to attend client and prospective client meetings as required
Perform other duties as assigned

Qualifications:
Bachelor’s degree with coursework in finance, public administration, or related field
A minimum of five (5) years of experience in public sector preferred
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the “big picture” as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
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