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Sr. Consultant (DFC)
NBS - Government Finance Group
Application
Details
Posted: 04-Nov-25
Location: Temecula, California
Type: Full Time
Salary: $90,000 - $150,000 DOE
Categories:
Finance
Salary Details:
*Remote position
Internal Number: DFC
Summary:
NBS is currently seeking a Sr. Consultant in our District Formation Consulting Group. NBS' District Formation Consulting Group works with local government agencies to develop revenue tools. From preliminary analyses such as fiscal impact analysis to formation of assessment and community facilities districts and debt issuance, our team works closely with our clients to find funding and financing solutions that meet the needs of the community. As the subject matter expert, the Sr. Consultant is accountable for providing strategic advice and solutions to clients, analyzing complex business challenges, developing comprehensive plans, and leading project teams to successful outcomes.
Essential functions:
Project Management: Responsible for managing projects from inception to completion with minimal oversight and a focus on quality control. Accountable for project delivery-understanding contracted services and fees, managing timelines, budgets, and overall execution. This will include interaction with clients, delegation of project tasks to assigned project staff, and attendance and/or presentation in client & public meetings. Partner with leaders to define required performance standards, identify obstacles, and recommend solutions that deliver desired outcomes. Manage all project resources including the review of work produced by all staff contributing to project deliverables. Review of peer work product for quality control purposes, as requested.
Data Analysis & Documentation: Overall accountability to ensure accurate and timely analysis of all data and documentation required for project completion. This may include gathering, cleaning, modeling, and interpreting data and communicating findings to internal and external stakeholders through reports and/or presentations. Ensure compliance with regulatory and legislative requirements, and best practices.
Client Services Management: Develop and maintain professional relationships with clients and their assigned representatives. Demonstrated ability to engage in active discussion to understand the goals of stakeholders to guide them to an optimal solution based on research and expertise. Participate in client meetings and/or presentations, including on-site visits and council meetings. Serve as a client service manager consistent with criteria set forth in the NBS Client Care Program, as assigned.
Marketing, Sales, and Business Development: Leverage industry and client knowledge to expand the company’s market reach and revenue streams through repeat business and referrals, relationship building, proposal development, and cross-selling. Stay up to date with industry trends by attending conferences and seminars as requested.
Personal and Team Development: Consistently monitor legislative developments and industry trends to implement solutions to ensure NBS adapts to, and complies with, regulatory changes. Act as mentor to analyst and consultant staff to contribute to their proficiency in technical knowledge, project management, client services, and marketing/sales/business development.
Knowledge/Skills/Abilities:
Outstanding time management skills, especially when working with clients.
Proficient in forecasting project fulfillment time.
Proactively anticipate and suggest solutions to changes in client needs.
Ability to develop, oversee, and lead projects from start to finish, including risk management, resource allocation, and tracking.
Proficient in using data analysis and ability to draw insights and conclusions.
Develop customized solutions that align with client goals and objectives.
Exceptional communication and presentation capabilities.
Demonstrated capacity to effectively navigate the challenges of change management.
3-5 years of District Formation consulting and/or relevant industry experience.
Education may vary; an advanced degree in business administration, finance, or law is preferred, but not required
NBS Benefits:
We offer a full line of benefits including the following:
Employee Stock Ownership Program – 100% Employee Owned
401k Plan with a generous employer match
Medical and Dental Insurance coverage is paid in full for the employee.
Paid Vacation, Sick, Holidays, and Volunteer time.
Life insurance covering the employee in the sum of $100,000, is paid in full by NBS.
Short- and long-term disability insurance for the employee is paid in full by NBS.
About NBS:
NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST®, to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.