Experience

CHEFA (Connecticut Health & Educational Facilities Authority)

• United States
• Financial Services
• 1 - 100 Employee

• Manager of Program Development and CHEFA CDC

  • 2018 - Present

  Hartford, Connecticut Area Establish and manage financial partnerships with clients in healthcare, higher education, and nonprofits to secure and manage public sector funding. Collaborate with government officials and industry partners to introduce new programs that benefit clients, lenders, and society in general. Participates in the review of complex deal structures, reviews complex tax and legal documents related to transactions, works with legal counsel and consultants to address concerns and risks related to the… Show more Establish and manage financial partnerships with clients in healthcare, higher education, and nonprofits to secure and manage public sector funding. Collaborate with government officials and industry partners to introduce new programs that benefit clients, lenders, and society in general. Participates in the review of complex deal structures, reviews complex tax and legal documents related to transactions, works with legal counsel and consultants to address concerns and risks related to the transactions. Engage and manage third party legal consultants on a per project basis. Report to the managing director; develop presentations for the Governing Board and Advisory Board. • While retaining all responsibilities of previous positions, coordinated creation and implementation of new programs to further the Authority’s initiatives and strategic plan, including establishing and marketing a New Markets Tax Credit (NMTC) Program and Revolving Loan Fund • Established CHEFA Community Development Corporation as a 501(c)(3), and lobbied the CT legislature, to enable CHEFA to offer tax credit programs for low-income community development • Led the implementation of and oversees the CHEFA Revolving Loan Fund Program, including development of underwriting guidelines and a risk management policy. • Organized and hosted a client education on ESG considerations and the sustainable debt market

• Arbitrage Rebate Specialist

  • 2013 - 2018

  Hartford, Connecticut Area Promoted to oversee the arbitrage rebate compliance program for the Authority’s entire loan portfolio. Developed and implemented organizational and department policies. Executed rebate calculations and monitored construction funds and closing of cost of issuance accounts. Assisted bond attorneys, banking professionals, and trust companies with the issuance of new bond issues and review of tax issues. Monitored reserve requirements; verified accuracy of reserve valuations and assisted… Show more Promoted to oversee the arbitrage rebate compliance program for the Authority’s entire loan portfolio. Developed and implemented organizational and department policies. Executed rebate calculations and monitored construction funds and closing of cost of issuance accounts. Assisted bond attorneys, banking professionals, and trust companies with the issuance of new bond issues and review of tax issues. Monitored reserve requirements; verified accuracy of reserve valuations and assisted institutions with waterfall requirements. • Developed mechanisms to insource arbitrage rebate functions, eliminating 70% of ~$100,000 annual third-party consulting expense. Expanded capability to absorb the remaining 30% by 2013, thereby enabling quicker and more direct response to tax issues without engaging legal counsel • Augmented existing service offering by adding pre-issuance guidance. Analyzed financial structure and amortization tables and retained legal consultants to turn what had been an administrative process into a strategic opportunity • Expanded tax compliance program to including ongoing tax support for clients’ bond issuances. By demonstrating appropriate fund allocation, clients were able to avoid unexpected tax liability while optimizing IRS tax incentives • Improved CHEFA’s credibility by taking on responsibility for analyzing client invoices, previously been handled by clients, to ensure that expenses were attributed to the proper campus/project and executed in a timely manner

• Financial Analyst

  • 2008 - 2013

  Hartford, Connecticut, United States Provided third party consultants with data needed to calculate, monitor, and report arbitrage rebates for the Authority’s bond issues to organizations in higher education, healthcare, and nonprofits. Maintained administrative database accuracy and reporting capabilities to facilitate accurate cash flow records for rebate calculations, account closures, and rebate fund requirements. Monitored all arbitrage rebate records and prepared information for individual institutions. • Reviewed tax… Show more Provided third party consultants with data needed to calculate, monitor, and report arbitrage rebates for the Authority’s bond issues to organizations in higher education, healthcare, and nonprofits. Maintained administrative database accuracy and reporting capabilities to facilitate accurate cash flow records for rebate calculations, account closures, and rebate fund requirements. Monitored all arbitrage rebate records and prepared information for individual institutions. • Reviewed tax documents and underwriters’ number runs to identify any future areas of concern and verify accuracy of documents and bond yield calculation



USA Waste & Recycling

• United States
• Consumer Services
• 1 - 100 Employee

• Account Analyst

  • 2007 - 2008

  Enfield, Connecticut, United States Hired to help overcome a receivables backlog. Executed customer billing process, including creating/sending invoices, resolving customer disputes, keeping track of agreements and invoices, and handling day-to-day inquiries regarding invoicing. Owned the collections process on an interim basis, including applying payments and following up with past due customers. Performed month-end AR responsibilities including account reconciliations. • Collected $100,000+ in unpaid invoices from the… Show more Hired to help overcome a receivables backlog. Executed customer billing process, including creating/sending invoices, resolving customer disputes, keeping track of agreements and invoices, and handling day-to-day inquiries regarding invoicing. Owned the collections process on an interim basis, including applying payments and following up with past due customers. Performed month-end AR responsibilities including account reconciliations. • Collected $100,000+ in unpaid invoices from the company’s largest facility management customer by reviewing invoices and payments for accuracy and reconciling the amounts with the client’s payables team Show less