About Us

We bring over two decades of finance experience with expertise in Treasury Management, Investment Management and Project Finance. We have overseen myriad activities that created efficiencies and promoted higher organizational performance. Our delivered initiatives include: cash management, treasury technology, forecasting, and short-term debt strategies for organizations with annual revenues spanning from under $10 million to over $3 billion; optimization of the types, amounts, and cost of capital based on organizational objectives and market conditions; issuance and compliance for over $1 billion in debt instruments utilized to fund operations and capital projects; portfolio management for internal short-term investments up to $500 million, including investment policy statements and reporting; due diligence, research, benchmark studies, compliance, and reporting for retirement plan assets from $300 million to $38 billion; and internal control re-engineering and business process improvements for $250 million in cash revenues, resulting in increased cash reconciliation reporting transparency. 

Our role as an internal financial advisor and consultant extends to strategic organizational initiatives that include: treasury management subject matter expertise supporting financial system implementations; financial audit preparedness and support; operating and capital budget development, implementation and monitoring including analyses to support optimization of funding sources; procurement contract support providing financial analyses and recommendations; financial management for Federal grant programs that include Federal Transit Administration (FTA) formula grants and Passenger Rail Investment and Improvement Act (PRIIA) grants, and Community Development Block Grants (CDBG); business continuity planning to ensure resilient financial operations; and cost benefit, feasibility and trend analyses for revenue sharing agreements, real estate development including Low-Income Housing Tax Credit (LIHTC), New Market Tax Credit (NMTC), and Historic Tax Credit (HTC) programs, parking garage revenue initiatives, and other infrastructure related projects recognized for enhancing the decision making process and allowing organizations to achieve their stated goals. Our ability to engage strategic partners with corresponding business management expertise enhances our capacity to deliver sustainable, responsive, and progressive solutions that create more efficient and higher performing organizations.