Cherry Bekaert · 3 months ago
Project Finance Associate
United States
Full-time
Hybrid
Entry Level
$57K/yr - $110K/yr
1+ years expCherry Bekaert is a leading assurance, tax, and advisory firm in the U.S. seeking a Project Finance Associate to join their Strategic Financing Services team. The role involves managing relationships with potential borrowers and CDEs, evaluating financing opportunities, and supporting NMTC transactions.
AccountingConsultingFinancial ServicesWealth Management
No H1B
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
Required
BA in Accounting, Finance, Economics, or related field
Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
Proficiency in Excel
Strong sense of urgency and shared sense of mission
Preferred
Master's Degree or JD a plus
At least 1+ years of experience in community development finance, structured finance, or commercial loans preferred
Experience in working with CDEs, lenders, investors
Demonstrated experience in putting together and closing deals is a plus
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
Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity
Leadership Team
John Bartz
Strategic Alliances Director
Recent News
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