Natasha B. Stewart
Experience: EAH Housing, San Rafael, CA
Non-profit developer, owner, operator of 95 properties under Asset Management in CA and HI that expands the range of opportunities for all by developing, managing and promoting quality affordable housing and diverse communities.
Asset Manager July 2022 - Current
• Responsible for the financial analysis performance on monthly basis and identified trends requiring action within the portfolio to maximize performance of 25 CA & HI properties with ~ 3,000 units including HUD, LIHTC, and HCD utilizing Yardi Voyager & MRI • Developed annual operating budgets in collaboration with property management staff • Ensured timely filing of financial, and other reporting requirements to investors and lenders Local Initiatives Support Corporation (LISC), Oakland, CA CA’s State Emergency Rental Program was awarded $5.4 Billion to provide rental and utilities assistance for households impacted by COVID-19. LISC administered 140 organizations known collectively as Local Partner Network (LPN) that provided technical application assistance and outreach to applicants statewide.
Local Parter Network Program Officer March 2021 - June 2022 • Provided training, communications, and day-to-day support for up to 27 LPNs • Convened monthly LPN regional meetings for the San Francisco Bay Area and San Bernardino County, provided support for additional meetings and Tele Town Halls • Supported LPNs in providing technical assistance by providing additional info from the admin portal including assisting a LPN in administrating paper applications • Prepared LPN contract amendment requests to be reviewed • The program has served over 370,000 households, paying $4.5 billion of assistance BRIDGE Housing Corporation, San Francisco, CA
Asset Manager June 2019 – March 2021
• Responsible for the financial analysis including monthly variance review of 36 CA properties with over 3,300 units including HUD and LIHTC utilizing Yardi Voyager & MRI • Monitored Key Performance Indicators and conducted COVID-19 stress test analysis • Developed annual operating budgets in collaboration with property management staff • Developed reserve analysis based on long-term capital needs assessments using MRI Satellite Affordable Housing Associates (SAHA), Berkeley, CA Asset Manager July 2018 – May 2019
• Responsible for the financial analysis performance on monthly basis and identified trends requiring action within the portfolio to maximize performance of 34 properties with over 1,600 units including HUD and LIHTC utilizing Yardi Voyager • Improved property performance by working closely with property management staff to identify underperforming properties and collaborate on strategies • Monitored cash flow, general partner guarantees, and equity accounts for each property • Developed reserve analysis based on long-term capital needs assessments • Developed annual operating budgets with property management staff for operating properties, and obtained approval of budgets from lenders and investors • Collaboration with housing development to develop pro forma operating budgets • Ensured timely filing of financial, and other reporting requirements to investors and lenders Asset Management Analyst May 2017 – June 2018
• Responsible for the financial analysis 62 properties with over 3,000 units • Implemented WegoWise to monitor utility usage to increase energy efficiency and operational cost savings
Jacques Bolivar, CFP®, Albany, CA
Jacques Bolivar, Certified Financial Planner (CFP®) provides services such as: personal financial planning, investing, and insurance.
Operations Associate June 2015 – May 2017
• Analyzed investment holdings and proposed changes based on client’s risk tolerance, asset allocations, and financial objectives
• Reviewed cash balances and recommended rebalancing of assets to ensure availability of periodic distributions
• Created detailed reports analyzing cash flow to create financial plans using Naviplan • Maintained client files, correspondence logs, and all marketing material using Redtail CRM to ensure FINRA and SEC compliance
Family Caregiver Alliance (FCA), San Francisco, CA
Non-profit that provides services for informal caregivers of adults with cognitive disorders such as stroke, Parkinson's, Multiple Sclerosis, Alzheimer's disease, and other forms of dementia Program Assistant April 2013 – June 2015
• Tracked and compared FCSP services provided to contracted goals. Reported findings to Programs department, Fiscal department, and 5 contracted counties utilizing 3 counties’ databases CARS GetCare and SAMS Harmony
• Coordinated annual contracts with 39 home care agencies/facilities; 4 attorneys; and 6 counselors to provide services for clients
Project Coordinator June 2014 – May 2015
• Coordinated the national application and review process which gave four $20,000 awards Education: California State University, Northridge Graduated: May 2012 Bachelor of Science- Business Administration, option in Systems and Operations Management Certificates: NeighborWorks America
Asset Management Specialist (AMS®) Obtained: May 2018
State of California Tax Credit Allocation Committee
Basic Compliance Monitoring Workshop Obtained: April 2023 Advance Compliance Monitoring Workshop Obtained: April 2023 Software: MRI/Dev Central, Yardi Voyager, WegoWise, Naviplan, Redtail CRM, QuickBook, Microsoft Office, Google Workspace, CARS GetCare, SAMS Harmony, and limited - Salesforce