Provide capital to rural America through unique programs, including USDA loan programs, with attractive financing terms designed to support a wide scope of assistance to rural businesses and communities.

• Oversee all aspects of deal sourcing, allocation deployment, portfolio management, compliance, impact reporting, and unwinds of the New Markets Tax Credits (NMTC) portfolio. Applied equity lens to underwriting decisions and revised transaction documents to center impact on frontline communities.• Manage the NMTC financing deal cycle, from term sheet through closing to exit; coordinate underwriting, approvals, and closings with staff, advisors, and consultants. Closed $60 million into eight transactions, raising $19 million in tax credit equity and exceeding threshold issuance requirements.• Develop strategy in collaboration with the Managing Director, Chief Impact Officer, Advisory Board, and other stakeholders. Implemented impact framework and scorecard to align investments with Ecotrust’s strategic plan.• Collaborate internally to ensure project and program compliance. Reconciled records and developed new asset management process with updated CRM application.• Lead annual application effort for NMTC application from the CDFI Fund. Won $60 million in NMTC allocation in Round 19 (announced September 2023). Designed an efficient and collaborative process for 12 team members using project management tool.• Create, monitor, and adapt the budget, including incorporating new project plans, timelines, and staffing. Built a dynamic three-statement GAAP and Cash model for scenario planning.• Manage and develop new relationships with external partners, including investors, lenders, consultants, project sponsors, and other community development entities.• Represent Ecotrust at conferences and other industry events.

• Underwrite and structure new markets tax credit (NMTC) transactions for non-profit and for-profit businesses that involve a diverse range of financial products including bonds, lines of credit, mortgages, developer equity, bridge loans, Small Nonprofit Accelerated Program (SNAP) bonds, Section 108 funding, historic tax credits (HTCs), and others.• Identify investment opportunities through presentations and trainings for potential clients and partners, and support the management of the investment pipeline by validating eligibility for specific tax credit programs and reviewing preliminary due diligence. • Oversee deal closings, identify and resolve NMTC structuring issues, create and audit financial models, and review and negotiate legal documents and deal terms.• Research and underwrite potential equity investments in start-up companies and select real estate ventures by reviewing diligence and compiling financial models with investment returns

• Generate annual grant and operating budgets in cooperation with Foundation staff.• Review and produce financial results and additional analyses for committees and board, providing interpretation and recommendations to facilitate discussion and understanding.• Oversee the preparation and review of Form 990.• Manage payroll, personnel policies and implementation, insurance and retirement plan selection and administration, and participate in new employee onboarding.• Collaborate in strategic decision-making processes.• Lead quarterly Finance Committee meetings and establish fiscal year work-plan.• Created and implemented first Financial Control Policies & Procedures at the Foundation and continue to work closely with the Executive Director to ensure controls and best practices are employed.• Created and implemented first Investment Policy at the organization, which included the development of a socially responsible investment strategy.• Participated in the development of the Foundation’s Employee Handbook and continually review the document in light of changing regulations and Foundation efforts to improve benefits offerings.• Spearheaded standardization of Foundation contract template for use with third-party vendors.

Senior Manager of Corporate Finance (01/2013 to 03/2013)Manager of Corporate Finance (04/2011 to 01/2013)Senior Financial Analyst (07/2010 to 04/2011)• Develop and maintain the corporate model for a $1 billion independent senior living company. Project company liquidity and bridge variances to budget to provide executive team with a snapshot of overall operating performance and financial health. Build operating and financing scenarios with sensitivities to assess strategic business initiatives• Evaluate corporate finance alternatives including debt refinancing, asset sales and acquisitions. Summarize results and present recommendations to executive team based on potential impact to P&L, liquidity and performance metrics• Manage a portfolio consisting of 29 independent senior living assets in the northern U.S. and Canada. Isolate key drivers of results as well as provide explanation and commentary on variances to forecast to operations team. Identify opportunities for financial growth and make recommendations concerning market pricing and expense management as necessary• Prepared extensive budget analysis for calendar years 2011 and 2012. Responsible for the build-up of annual corporate overhead expense in 2011 and for investing and financing activity in 2012• Led valuation efforts for acquisitions of home health companies. Conducted financial due diligence, created operating scenarios based on the findings, perform valuation analysis and compile investment memoranda and presentations as required. Learned trends, metrics and regulations of a new industry in a condensed time frame

• Performed capitalization rate, liquidation, ability-to-pay, discounted cash flow, and comparable companies analyses on a portfolio of retail assets in France and Poland to evaluate a €715 million offer on the properties. Provided valuation guidance to the owner within a week so as to meet the offer expiration deadline• Constructed operating and financing models for a public lodging company utilizing industry-specific revenue drivers. Determined feasibility of financing alternatives including equity, preferred equity with cash and/or PIK interest, term loans and high yield debt • Produced selling documents and modeled financial implications for a $230 million convertible bond issuance with a call spread hedge and concurrent $250 million senior notes issuance. Strategy enabled the company to raise sufficient capital at more desirable pricing while minimizing the dilutive effect on equity investors• Developed a cost of capital analysis for a public lodging company that evaluated the business segments in the context of the group rather than as standalone entities. Analysis also incorporated debt betas and a debt allocation strategy to account for dramatic market pricing fluctuations in the hospitality industry at the time• Gained significant underwriting experience by performing the following valuation analyses for the assessment of strategic and financial viability of potential transactions: net asset valuation (NAV) incorporating development pipelines, discounted cash flows, merger consequences analysis, comparable companies analysis, and precedent transactions analysis