David Jones

For more than 20 years, David has provided primary financial advisory services to several state and local housing finance agencies. David currently leads financial advisory services to multiple state housing finance agencies. He also provides analytical and structuring services and assists in overseeing the firm’s quantitative services across its HFA clients.

STRATEGIC ADVISING
David assists HFAs in strengthening their master indentures and financial flexibility through a range of executions including bond redemption strategies, liquidity replacement, and evaluating economic refunding and new issuance opportunities. He has helped HFAs develop financial sustainability strategies and monitors several HFA pipelines to provide advice on best execution, whether with TBA sales of MBS or bonds.

STRUCTURING TRANSACTIONS
Additional roles and capabilities include the preparation and updating of open indenture consolidated cash flow analyses for several HFAs, as well as modeling strategic financial framework and long-term resource allocation studies. During his tenure with CSG, David has structured more than $5 billion in new housing bond issues as well as preparation of rating agency cash flow analyses and IRS yield calculations. He also computes Universal Cap calculations for issuers who have engaged in active cross-calling.

PRIOR WORK
Prior to CSG, David was a Senior Accountant specializing in Low Income Housing Tax Credits at Novogradac & Co.

EDUCATION
David is a CPA and holds a Master of Accountancy and a Bachelor of Business Administration in Accounting from Millsaps College.