Senior Analyst, Tax Equity, BDO Capital Advisors

Job Summary:

The Senior Analyst, BDO Capital Advisors supports tax equity, tax credit transfer, and similar project finance transactions across renewable energy, infrastructure, housing, community development, and historic preservation. This role performs analytical and coordination tasks that support diligence, modeling support, and creation of client deliverables. The Senior Analyst gathers, organizes, and validates data; prepares schedules and summaries; and tracks diligence requests and open items to support timely execution. This position collaborates with engagement leadership and external advisors to help move transactions from diligence through closing. The Senior Analyst also supports business development efforts through market research, pipeline reporting support, and preparation of proposals.

Job Duties:

• Supports the execution and the origination of tax credit transfer, tax equity, and similar project finance advisory engagements
• Compiles, organizes, and validates client and third-party data for diligence and transaction analysis
• Analyzes client financial and operating information and prepare excel-based schedules and analyses
• Supports review of data room materials and summarize key terms, findings, and open questions for engagement leadership
• Maintains diligence request lists, trackers, timelines, and status logs to support on-time deliverables
• Drafts initial content for client deliverables, including data summaries, slide exhibits, and report appendices
• Supports basic review of transaction documents by extracting key terms and maintaining comment logs under supervision
• Coordinates meeting logistics, agendas, and notes for diligence calls and internal status meetings
• Performs market and industry research related to tax credits, tax equity, and project finance activity
• Supports proposal development and business development processes by preparing research summaries and updating pipeline inputs
• Performs quality control checks on analyses and deliverables to confirm accuracy, completeness, and formatting consistency
• Escalates data issues, inconsistencies, and timeline risks to engagement leadership promptly
• Participates in networking and industry events to support relationship development and market visibility, as needed
• Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's Degree in Accounting, Finance, or Economics, required
• Master of Business Administration, preferred

Experience:

• One (1) or more years of experience in tax equity, tax credit transfer, project finance, or a similar capital advisory role, preferred

License/Certifications:

• FINRA Series 7/79 and 63 licenses, or in active pursuance of licensure (if not currently held, will be required shortly after hire), required

Software:

• Proficient in the use of Microsoft Office Suite, required

Languages:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills with a polished/professional demeanor
• Strong analytical and research skills
• Strong organizational skills with exceptional attention to detail
• Comfort with ambiguity and fluid client situations
• Self-motivated with proactive follow-up skills; ability to work both independently and cohesively with colleagues and clients
• Ability to work in a deadline-driven environment and manage multiple projects simultaneously
• Ability to successfully interact with professionals at all levels
• Ability to travel, as necessary

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.

As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets
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