Summer 2026 Financial Analyst - Capital Formation

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.

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Job Description : Responsibilities

It's an exciting time to join Baker Tilly! We are looking for a Financial Analyst to join our Capital Formation Team.

The Capital Formation Team at Baker Tilly (BT) is comprised of dedicated, client-focused professionals. Whether it's a sale, buyout, carve-out, or refinancing, our highly specialized team supports every critical business decision before, during, and after a transaction. Our employees thrive in a challenging, supportive environment, taking on high responsibilities as a Valued Business Adviser to our clients. Performance is rewarded and there are many professional opportunities to grow within the team.

In this role, you will work closely with Partners and Managers servicing existing clients to deliver financial advisory services such as :

• Evaluating the appropriateness of proposed transactions relative to the business strategy of clients
• Teaming with potential borrowers to determine the structure of proposed transactions, negotiate a term sheet with borrowers and investors on behalf of the client
• Financial modeling for transactions
• Preparing write-ups and underwriting of transactions for board meetings
• Assisting clients to locate and vet transactions, if necessary
• Educating potential lenders and community stakeholders to participate in transactions
• General consulting to assist clients in achieving its objectives

Qualifications

The compensation range for this role is $61,260 to $116,160. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.