Baker Tilly US | Senior Analyst, Energy & Infrastructure Transactions Group | Madison, WI | United States | | 2023-01-15

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Job Location: Madison, WI

Job Detail:

The Senior Analyst position within the Energy & Infrastructure Group offers a great opportunity to be part of a growing team and be a valued business advisor delivering industry-focused financial services to energy and infrastructure clients. As companies and their employees navigate the tremendous energy transition underway from traditional energy toward clean energy and decarbonization, you will help them develop and finance key energy infrastructure projects. You will work side-by-side with practice area leadership to serve clients who are developing and financing the energy infrastructure of the future, while playing a direct role in building the business within Baker Tilly and having a direct impact on the firm’s success. As one of the fastest growing financial services firms in the nation, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done, and meaningful relationships with clients, teammates, and leadership who truly care about you and your development. Jyotish Jyotish - Career & Life Prediction

What You Will Do

  • Immerse in the field of Energy, learning about the companies, technologies, and systems that deliver energy resources. Baker Tilly Capital works with clients across energy sources, from clean energy sources like solar, wind, biomass, renewable natural gas, advanced biofuels to oil & gas related infrastructure.
  • Customize detailed financial models for deal specific structuring elements and circumstances – this can include a wide range of technologies and incorporating multiple tax credit programs, government incentives, and non-traditional financing programs.
  • Assist in securing financing and equity sources for transactions, and negotiating financing agreement from these sources.
  • Assist with acquisition, preservation, disposition and recapitalization strategies for owners of energy asset portfolios.
  • Assist with various aspects of transactions involving federal tax credits (e.g. Production Tax Credit, Investment Tax Credit, 45Q, New Markets Tax Credit, and Opportunity Zones) including preparing the relevant application materials and structuring monetization of the credits to help clients maximize value.
  • Provide support in developing presentations, responding to requests for proposals, pitch books, and creating proposals for the team.
  • Research industry topics and technical issues, compile data, and present findings.
  • Assist in energy and infrastructure focused analysis for thought leadership pieces.


Successful candidates will meet the following requirements:

  • Bachelor’s degree in finance, accounting, economics, engineering or energy-related field required.
  • MBA degree in finance, accounting, or energy-related field preferred.
  • A minimum of 3 years relevant work experience within project finance environment required
  • Experience with financial modeling and/or underwriting bank debt, energy project finance, and funding sources including the Production Tax Credit and Investment Tax Credit, Renewable Energy Certificates (RECs), and the Low Carbon Fuel Standard (LCFS) desired.
  • Understanding of structured finance concepts, distributed energy project financials and operating performance metrics.
  • Demonstrated analytical, problem solving, and project management skills.
  • Strong organizational, interpersonal, and communication skills.
  • A sense of urgency and a commitment to timely completion of projects
  • Attention to detail alongside a commitment to quality and confidentiality
  • Highly developed skills in Microsoft Office Suite (Word, Excel, and PowerPoint) required.
  • Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current on the Energy industry and applicable finance strategies.
  • Ability to work extended hours as needed, and the ability to travel including overnight as necessary
  • Eligibility to work in the U.S. without sponsorship.


Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion.

Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your 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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