California Housing Partnership

Financial Planning and Analysis

• Advise clients on financial strategies to structure and maximize equity and bond or loan proceeds
• Advise on selection of equity investors and lenders and negotiate deal terms
• Prepare financial projections and assist partners in obtaining funding from competitive programs
• Independently run the Partnership’s in-house proforma considering funding sources, rules, and interactions
• Provide expert advice to nonprofit and local government housing agency partners on financing programs and services
• Provide consulting services on syndication and resyndication structuring, tax and financial concepts, and investor negotiating strategies
• Advise on exit strategies for projects reaching the end of their 15-year Tax Credit compliance period
• Analyze project economics, tax and regulatory considerations, and structure financing plans to help nonprofit sponsors retain ownership
• Assist in designing and delivering training programs, including Housing Development Training Institute sessions
• Provide expert technical assistance to nonprofit and local government housing agency staff
• Provide coaching and mentoring to project managers and engage housing development directors in financing discussions
• Share information on pricing trends, program regulations, and funding sources
• Periodically assist with basic office administrative functions

Financial Consultant, Senior Financial Consultant