Financial Modeling
Consultant to Monument Charter Schools
Assessed school-specific needs to determine strategies for refinancing existing loan, affordability of lending options, and long term sustainability options. .
Identified lenders and secured terms sheets from a variety of local and region lenders, both banks and CDFIs.
Assisted the school administration to assess lending options, select a lender, and close on the loan.
Consultant to Pasaz - A Baltimore Retail Hub
Reviewed project materials, including environmental reports, appraisals, and operating budgets, to develop a plan for financial sustainability and a clear operational framework.
Created predevelopment, construction, and permanent financing models, ensuring lender confidence and aligning with project goals.
Drafted due diligence checklists in collaboration with lenders and equity investors, streamlining the predevelopment and construction loan closing processes.