Focus on Affordable Housing

As the former CFO of a nonprofit affordable housing developer, Lisa brings unique expertise to her Affordable Housing clients through project work, training, executive coaching and collaboration with national affordable housing associations.

Financial Health Summary: Provides a breakout by line of business for at least two years of operations, rolled into a full financial statement review, and customized to the unique operations of the client. Clients gain unique insight into the performance of their organization while developing an understanding of business drivers and key performance indicators. This model is the backbone of a cash flow forecast, described below.

Cash Flow Forecast: This forecast models the implications of your existing strategies, and allows you to consider alternative scenarios that can strengthen financial and programmatic sustainability.

Financial Analysis Reports: Financial analysis report, such as dashboards, provide easy-to-read and understand data for decision-makers, customized to the organizations business model and strategic plan. When updated regularly, these reports provide invaluable insight to department heads and teams, executives and boards of directors. 

Financial Statement Training: Our training is aimed at a deep understanding of the financial statements and reporting metrics, tailored to the affordable housing industry. Sophisticated board members will hone their understanding of the industry. New board members with no financial background will gain the skills they need to be effective. Also great for management teams, and fully customizable to your organization.

Custom projects are also available, including:

•Predevelopment Feasibility Modeling

•New Line of business modeling

•Portfolio analysis and projections

•Development pipeline cash flow analysis