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Open Access Fellow

Company: Cherry Bekaert Advisory, LLC
Location: Kent
Posted on: January 27, 2023

Job Description:

Open Access Fellow
The Strategic Financing Services team at Cherry Bekaert (SFS) is looking for an Open Access Fellow to join the SFS team. We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, Historic Tax Credit (HTC) and NMTC placement and deployment, and NMTC compliance and asset management services. The fellow will have a unique opportunity to experience multiple facets of the NMTC industry and serve as a key member of the team, completing tangible projects throughout the duration of the fellowship
Essential Job Duties and Responsibilities:

  • Work with the Project Finance team to help identify, evaluate, and manage a pipeline of NMTC, and other community development finance, opportunities
  • Help Collect, package, and manage due diligence on potential borrowers and Project Sponsors
  • Develop marketing materials to present to CDEs and investors
  • Support meetings with CDEs to better identify the best project financing match
  • Update, maintain, and optimize multiple databases housed in Smartsheet and Microsoft Dynamics
  • Work with Management Services team to learn accounting entries; analysis of financial statements and quarterly financial statements for CDEs, Sub-CDEs, and QALICBs
  • Assist with providing information for annual audits of CDEs, Sub-CDEs, and QALICBs
  • Assist with loan servicing and asset management activities for loan portfolio
  • Collect and provide quarterly financial analysis of project-level financial statements
  • Work with the SFS team and The Innovate Fund (our affiliated CDE) to support event logistics, including board meeting preparation and conference attendee outreach
  • Support collection and visualization of impact data to be presented to multiple stakeholders
  • Opportunity to join team building and industry events, if schedule permits
  • Other job-related functions as assigned

    About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 14,530 direct jobs, served 489,860 clients through nonprofit investments, and helped create over 9.7 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.Location: Flexible; depends on candidate and market.What you bring to the role:

    • Positive attitude and desire to learn about project finance
    • Must be able to work independently with the ability to prioritize workflow
    • Proficiency in Microsoft Office
    • Strong sense of urgency and a shared sense of mission
    • College degree preferred

      What you can expect from us:

      • Unique opportunity tailored to the fellow to get hands-on experience in the NMTC industry to propel a career in community development finance
      • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
      • The opportunity to innovate and do work that motivates and engages you
      • A collaborative environment focused on your career growth and continuous professional development
      • Flexibility to do impactful work and the time to enjoy your life outside of work

        About Cherry BekaertCherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. "Cherry Bekaert" is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit Bekaert cares about its people. We offer a competitive compensation package where you will be rewarded based on your performance and recognized for the value you bring to our business. In addition, we offer a comprehensive, high-quality benefits program which includes medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.For positions in Colorado, visit the following link for information related to Colorado's Equal Pay for Equal Work Act: Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. - 2022 Cherry Bekaert. All Rights Reserved.#LI-DNI

Keywords: Cherry Bekaert Advisory, LLC, Kent , Open Access Fellow, Accounting, Auditing , Kent, Washington

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