Manager, Energy and Infrastructure Financial Advisory Services

Baker Tilly US is seeking a Manager for its Energy and Infrastructure Financial Advisory Services in West Chicago, IL. The role involves providing advisory services in energy and infrastructure, financial modeling, and grant advisory to various clients. The position offers career growth, flexibility in work arrangements, and emphasizes meaningful client and team relationships. Applicants are encouraged to discuss work location with the talent acquisition team.
Overview

Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly 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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

Come join Baker Tilly's Development & Community Advisory (DCA) team as a Manager! You will be a part of our DCA Development Advisory team where you will provide a variety of services including, but not limited to, energy and infrastructure advisory and project development support, project financial modeling, energy tax credit advisory, capital planning support, and federal grant advisory with potential clients such as private energy project developers, Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities.   

As one of the fastest growing 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.

Responsibilities
• Serve as a strategy consultant with clients to resolve energy cand infrastructure challenges; specifically challenges associated with optimizing a project’s capital stack, securing funding, and maximizing tax credits.
• Provide financial modeling and tax credit advisory expertise for client alternative energy projects, encompassing areas including but not limited to distributed generation, energy storage, electric transportation infrastructure, renewable natural gas, and hydrogen production.
• Collaborate with a cross-functional team of energy consulting and tax professionals to guide clients through compliance with energy tax credit regulations, ensuring they maximize incentives while meeting regulatory requirements.
• Lead the creation of financial models for client energy projects, incorporating client assumptions, market analysis, and key regulatory considerations for energy tax credits.
• Provide expert guidance to clients throughout the project design, development, and construction phases to facilitate the successful claim or transfer of energy tax credits.
• Evaluate and model various project finance structures and funding methods, including tax equity, debt financing, and other financial mechanisms, ensuring alignment with client financial and operational objectives.
• Analyze and model energy project value streams, including commercial offtake agreements, power purchase agreements, tax credit transfers, and other market-driven revenue models, to optimize financial outcomes.
• Advise clients on potential funding sources, including debt, equity, and other public incentives, to be included in energy project capital stacks, as well as key technical and regulatory factors associated with each source.
• Analyze and offer strategic guidance to clients on regulatory requirements and market trends across diverse U.S. energy markets.
• Manage client interactions and engagement processes for effective communication and collaboration.
• Serve on client projects and assist in management of client relationships.
• Interview clients to better understand processes and to recommend improvements.
• Assist in development of articles, sales proposals and presentations for new business development and client purposes. 

Successful Candidates Will Meet The Following Requirements
• A Bachelor's degree within business, finance, or engineering, MBA/MPA desirable but not a requirement
• A minimum of five (5) plus years of consulting or project finance experience, including at least two (2) years serving as a project manager
• A minimum of 3 years of experience in the energy industry or applying financial concepts to energy projects through finance or consulting
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel, PowerPoint) required
• Experience building financial models incorporating income statements and cash flows to support business decisions
• Ability to provide exceptional client service, demonstrate commitment to continuous learning 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 duties
• Superb written and oral communication skills; long written deliverables will be required

The compensation range for this role is $124,910 to $270,620. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.