Senior Associate

• Oct 2019 - Present

Associate

• Dec 2016 - Sep 2019

Financial Analyst

• Nov 2012 - Nov 2016

As the number one administrator of SFDs in California, NBS provides comprehensive administration, management and compliance services. Our cost-effective approach and powerful software helps municipalities to minimize risk, ensure accuracy and save money. We handle: - Annual Management - Apportionments - Arbitrage Rebate - Bond Calls - Bond Tender Programs - Construction Reimbursement - Continuing Disclosure - Cost Recovery - Delinquency Management - Fund Analysis - Parcel Tracking - Prepayments - Software Systems (Data Management/GIS/etc.) - Tax Roll Preparation - Telephone and Email Support

Senior Analyst

• Jan 1999 - Nov 2012

Successfully prepared proposals, qualifications packages, and budgets for economic consulting proposals for both prime consultant and sub‐consultant contracts • Prepared market demand analyses; identified appropriate development programs; and projected absorption potential and achievable rents and prices for a variety of residential and commercial uses • Prepared financial feasibility analyses to identify supportable land value, or, alternatively, need for financing and assess the overall feasibility of development concepts • Prepared multi‐year project cash flows to assess long‐term project feasibility, as well as to structure repayment terms for public financial assistance and/or calculate developer returns and present values of project income • Prepared developer solicitations for various public agencies for the sale and/or lease of public land and evaluated the proposal submissions, reviewed the proposed deal terms, financial offer, and proposed development concept • Conducted market studies for a variety of land uses that involved thorough demographic and market research to assess market demand and recommendation of an action plan • Prepared economic benefits analyses including estimate of potential sales tax, property tax, and business licenses • Met with and conducted teleconferences with clients and developers explaining the results of economic and financial analyses • Prepared PowerPoint presentations to present report findings and engage the public at community workshops • Kept abreast of current real estate and development trends • Consistently promoted from an intern to analyst to senior analyst • Trained and administered workload to interns, some of whom became full‐time employees • Maintained and accessed research databases and software including: MetroScan, CoStar, Inc., Loopnet.com, Claritas, Inc., MarketPointe Realty Advisors, Cushman & Wakefield, CB Richard Ellis, and Colliers PKF Consulting