Alex Mendoza Email & Phone Number

Washington, District Of Columbia, Us

The Native CDFI Network’s mission is to be a national voice and advocate that strengthens and promotes Native community development financial institutions (CDFIs), creating access to capital and resources for Native peoples.

Chicago, Il, Us

IFF is a mission-driven lender, developer, and consultant that helps communities thrive. Across the Midwest, we work at the nexus of facilities and finance to help nonprofits and other service providers to create safe, inspiring spaces that enable them to achieve their missions and support their communities.Mission StatementIFF strengthens nonprofits and the communities they serve by providing leadership (research, policy, sector work, and convening role), capital (includes a range of financial products: loans, New Markets Tax Credits, equity, and Pay for Success), and real estate solutions (includes a range of consultant services, development, and ownership).Vision StatementPartnering to create thriving communities is at the heart of everything we do. We leverage knowledge, capital, and resources to advance equitable and transformational outcomes in under-resourced communities, guided by our commitment to be an inclusive, anti-racist and anti-oppressive institution that honors communities as asset-rich and as experts in their own stories.

Worldwide, Oo

Provided §45D New Markets Tax Credit, §48 Investment Tax Credit, §1400R Employee Retention Credit, and federal grant program compliance services to clients in the community development, paper manufacturing, health care, and professional services industries. Responsibilities included performing due diligence to substantiate and calculate applicable tax credit benefit to clients; negotiating client engagement contracts; liaising with clients and internal tax technology developers to communicate and prioritize tax technology business requirements. Researched, analyzed, and summarized legislation and federal program regulation updates. Developed and implemented compliance monitoring procedures for clients participating in federal programs. Produced and delivered training materials to internal and external audiences.

Washington, Dc, Us

Managed a $4.4 billion New Markets Tax Credit (NMTC) compliance portfolio comprised of 32 unique community development entities (CDE) allocatees and a $116 million federal grant compliance portfolio comprised of awards to 59 unique entities, including CDFI loan funds, CDFI banks, and CDFI credit unions. Responsibilities included rendering well-supported and thoroughly documented compliance determinations; planning, leading, and conducting site visits and desk audits of award recipients; providing technical assistance to potential or actual certified CDFIs and CDEs; creating and presenting compliance training and reference materials to award recipients, industry representatives, and internal CDFI Fund staff; and recommending, developing, and/or implementing new or strengthened protocols.

Washington, Dc, Us

• Prepared weekly project status updates for upper management, which communicated accomplishments, challenges, and recommendations for areas where process and procedure improvements were needed.• Wrote, coordinated, and edited publicly distributed documents with accuracy and in compliance with the voice, form, and style required by the Secretary of Agriculture, the Plain Writing Act of 2010, and the U.S. Government Printing Office.• Integrated complex or technical writing and edits of others, including those from external offices, agencies, and areas of the Federal Government, into comprehensive final products.

Astoria, Oregon, Us

• Provided direct and primary support in the development, implementation, and expansion of Craft3's Indian Country Initiative by building and maintaining strong relationships with tribal leaders, Native American non profit organizations, and Native American CDFIs.• Analyzed loan applications and related materials in order to determine creditworthiness, appropriate loan structure, and adherence to lending policies.• Prepared credit information, including financial forecasts, detailed reports, and infographics, for use by senior lenders in presenting final credit recommendations to the credit committee.• Conducted on-site reviews of borrowers' business entities and communicated findings to management and partner organizations.

Master Of Science - Ms, Accountancy

Ba, Business Administration With A Focus In Accounting