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The Planning and Financial Services group is
Greystone’s “front door” to new clients, responsible
for preparing and presenting proposals or contracts to prospective
clients and then delivering a wide range of planning and
financial services. Services generally fall into planning
consulting services or under our broad development contracts
to principally execute capital finance plans and client
coordination activities.
Planning and Finance professionals generally have a background
from a professional services firm such as accounting, consulting,
or banking. Superior analytical and communication skills
are critical, along with the ability to work self-directed
in a team environment. Excellent academic credentials required.
Responsibilities:
Consulting Services
- Planning Studies, including market analysis, recommended
project parameters and financial analyses
- Development Plans, including preliminary design, finance
plan, detailed financial projection, marketing plan, regulatory
overview and development schedule
- Strategic Plans Re-development Plans for older communities
to reposition and revitalize
- Business Improvement Plans or Turnaround Plans to improve
financial results for under performing or struggling projects
- Financial Advisory services to plan and execute a new
project financing or refinancing
Development Services
- Project Structuring: monitoring and updating overall
project business model as development progresses; revising
project parameters to meet project goals
- Capital Finance: assembling a finance team, coordinating
finance process, assisting banker in optimization of capital
structure, reviewing and negotiating business covenants,
preparing project disclosure, coordinating feasibility
study preparation, closing of financing
- Regulatory Compliance: securing required regulatory
approvals, including certificate of need, Issuer approvals,
Certificate of Authority, disclosure document preparation,
etc.
- Organizational Structure: working with corporate counsel
to create organization’s structure; preparing required
IRS applications and responding to inquiries
- Client Service and Coordination: providing project updates
to clients and obtaining required client approvals and
input
- Institutional Investor Reporting: preparing monthly
reporting packages and responding to periodic questions
from institutional bondholders on project status and progress
Business Development
- Follow-up on new business leads
- Proposal preparation and presentation
- Engagement letter and contract negotiation
- Ongoing client coordination
Submit Resume
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