Cherry Bekaert · 1 month ago
Project Finance Closing Specialist
United States
Full-time
Remote
Mid Level
$88K/yr - $127K/yr
3+ years expCherry Bekaert’s Strategic Financing Services (SFS) Group is looking for a Project Finance Closing Specialist to join the SFS team. The successful candidate will manage the closings of NMTC transactions, ensuring compliance with IRS and CDFI rules while coordinating with various stakeholders and maintaining best practices for efficient closings.
AccountingConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Coordinate with Project Finance Managers to transition transactions from marketing stage to closing stage
Monitor the collection of and review due diligence items from the project sponsor
Work closely with legal counsel to ensure legal documents correctly reflect the approved structure for the client
Review financial projections to ensure the terms from commitment letters and financial results for all parties are accurately documented
Identify areas of risk and secure sources of mitigation and assist with broader underwriting of the project, as needed
Communicate with and manage relationships with borrowers, CDEs, and investors
Advise borrowers on business terms and work with closing team to finalize NMTC transaction
Create and maintain best practices and forms that support efficient closings
During off-season when there are fewer transactions in active closing, additional duties may include providing assistance to clients on compliance matters, helping clients with their tax credit applications/grant submissions and/or working with other strategic financing services team members on various projects · Other job-related functions as assigned
Travel: 10-15%
Qualification
Required
BA in Accounting, Finance, Economics, or related field; Master's Degree or JD a plus
3+ years of professional/industry experience in community development finance, tax credit finance, CDE/CDFI Lending preferred
Experience in working with borrowers, lenders, investors
Must be able to work independently with the ability to prioritize workflow and manage multiple projects simultaneously
Strong attention to detail
Ability to meet deadlines under tight time constraints
Strong communication, analytical, and organizational skills
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
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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