Project Finance Closing Specialist jobs in United States
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Cherry Bekaert · 11 hours ago

Project Finance Closing Specialist

Cherry Bekaert’s Strategic Financing Services Group is looking for a Project Finance Associate to join their team. The successful candidate will assist in building a pipeline of potential borrowers and structured finance opportunities while managing relationships with Community Development Entities and tax credit investors.

AccountingConsultingFinancial ServicesWealth Management
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Growth Opportunities
badNo H1Bnote

Responsibilities

Communicate with and manage relationships with potential borrowers, CDEs, and investors
Identify, evaluate, and manage a pipeline of NMTC, and other community development finance, opportunities
Collect, package, and manage due diligence on potential borrower and Project Sponsors
Develop marketing materials to present to CDEs and investors
Build relationships with CDEs to better identify the best project financing match
Support the structuring of NMTC transactions in collaboration with external legal counsel
Advise borrowers on business terms and work with borrowers and closing team to finalize loan structure
Other job-related functions as assigned
Travel: 15%

Qualification

NMTC financingCommunity development financeStructured financeExcel proficiencyRelationship managementDue diligenceDeal closingMarketing materials developmentSense of urgency

Required

BA in Accounting, Finance, Economics, or related field; Master's Degree or JD a plus
At least 1+ years of experience in community development finance, structured finance, or commercial loans preferred
Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
Experience in working with CDEs, lenders, investors
Demonstrated experience in putting together and closing deals is a plus
Proficiency in Excel
Strong sense of urgency and shared sense of mission

Benefits

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave
Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection

Company

Cherry Bekaert

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Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity

Leadership Team

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John Bartz
Strategic Alliances Director
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Company data provided by crunchbase