Consultant

Job Summary:

This role is part of a consulting team focused on various industry expertise in optimizing financial structures to support strategic projects and investments. This includes complex financial modeling and structuring for tax credit driven project financing. This team provides these services primarily to clients in real estate and renewable energy focusing on tax-advantaged investments.

The core client base includes developers, syndicators, institutional investors and other participants which provide the Senior Associate with the industry’s best-in-class and most comprehensive on the job training/industry experience. A substantial amount of the role as a Senior Associate will include financial modeling related to the accounting, tax structuring and regulatory compliance for various federal and state tax incentives. For personal and professional development, this role will participate in internal training sessions to develop knowledge and expertise in the relevant tax incentives and tax law.

Responsibilities (including but not limiting to):

Innovative Financial Modeling:

Financial modeling using team accounting and finance tools and methodologies related to real estate transactions to help clients optimize the ownership and investment in real estate projects.

This role requires creation of financial models that utilize new techniques, data sources, or methodologies to analyze complex financial situations, often going beyond traditional modeling approaches by incorporating advanced features like machine learning, data analytics, or scenario simulations to provide more nuanced and insightful results for decision-making.

Transaction Value Creation:

The process of generating added value for both parties involved in a transaction, essentially creating a "win-win" scenario. It is about maximizing the overall value derived from a transaction rather than just focusing on the immediate exchange of goods or services.

This role assists clients with modeling both the economic and tax components of transactions with a focus on accounting for and tracking of project operations and rate of return on investment.

Skill sets:

• Solid understanding of financial statements and accounting principles.
• Exceptional analytical and critical thinking abilities.
• Proficiency in MS Office (specifically, MS Excel)
• Effective written and verbal communication skills.
• Ability to work collaboratively well in a team environment.
• Strong organizational skills and the capability to prioritize multiple client projects effectively.
• Keen attention to detail.
• Self-motivated and proactive in learning and professional development.