Portfolio Strategist
Current-Oversight of an affordable housing acquisition and preservation program that closed on four properties with a combined price of over $100M in 2019-Leading a team of project managers and analysts in the oversight of capital project budgets totaling over $300M, including supervising a work group of five-Interfacing with HUD grant managers in the financial management and reporting of Choice Neighborhoods grants-Serving on SHA’s Business Intelligence Working Group, guiding the development of our Enterprise Data Warehouse and our data analytics software strategy-Overseeing the development of a capital budget database and complementary business processes and tools-Spearheaded the reconciliation of over six years of static capital budget documents with current financial data, resulting in an accurate “living” capital budget picture that facilitates strategic asset management decision making-Coordinated internal team members and external partners in the effort to convert four mixed-finance development projects to permanent financing-Successfully rebuilt a Capital Budgets team that had lost over 13 years of role-specific experience through turnover, then expanded it to include adjacent Asset Management functions