Description
The San Bernardino County is seeking a general financial advisor to provide independent and objective analysis and recommendations to improve the County's financial position, transparency, and decision-making. The selected advisor will be responsible for evaluating capital funding options, structuring bond or lease financings, modeling refunding opportunities, and preparing rating agency strategies. The advisor will also support the County in updating its debt policies and providing procurement and selection services for underwriters, lenders, and other transaction team members. The contract period will be for a maximum of 5 years, beginning on July 1, 2026, and ending on June 30, 2031.
Key aspects of the job include:
• Evaluating capital funding options and structuring bond or lease financings
• Modeling refunding opportunities and presenting net present value savings
• Preparing rating agency strategies and supporting procurement and selection services
• Providing independent and objective analysis and recommendations to improve the County's financial position
• Updating debt policies and providing financial advisory services to the County Board of Supervisors and staff