Amy Epperson
Financial/ Budget/ Data Analyst
Spotsylvania,VA
Summary
Highly-motivated and detail-oriented analyst with 20+ years of broad-ranging experience in the local government sector and a proven track record in data gathering analyses, and customer service. Equipped with a great work ethic and strong sense of professionalism. Team player with excellent communication skills, high quality of work, driven and highly self-motivated.
Overview
21
21
years of professional experience
2
2
years of post-secondary education
Work History
Budget Analyst II
Stafford County Government
06.2023 - Current
- Assisted in creating the Capital Improvement Program by converting department inputs to final presentation to the Board of Supervisors to aid the technical review committee recommendations.
- Provided an efficient capital budget process by utilizing the OpenGov platform to develop financial reports that assist management in operational planning and decision-making.
- Collaborated with departments through a role in the proffer committee to review and assign revenue sources and potential usage.
- Ensure budget workflow by reviewing and authorizing fund transfers in and out of funds to mitigate financial shortages.
- Reduced overall expenses through analysis of department spending patterns.
- Collaborated with management teams to establish realistic budgets that support organizational growth objectives.
- Established strong relationships with departments throughout the organization, facilitating effective collaboration on budgetary matters.
- Assisted in the preparation of annual budgets, working closely with department heads to gather necessary information.
- Created and uploaded expenditure reports in Central Square H5 Navaline.
- Facilitated cross-department communication and training to ensure consistent understanding of budgetary goals and constraints.
- Generated monthly reports used to forecast payroll, vacancy savings and health insurance projections for human resources.
- Generated monthly reports used to create quarterly and mid-year reviews for department managers and the board of supervisors.
Real Estate Analyst
Stafford County Government
08.2013 - 06.2023
- Responsible for creating and analyzing data to ensure accurate real estate bills for over 50,000 homes and businesses creating over $300M in revenue.
- Generated monthly financial reports to Budget & Management department to maintain expenditure control.
- Generated reports for assessment team and internal/external constituents.
- Generated and executed SQL queries to provide financial data to internal departments.
- Responsible for developing and analyzing financial data for revenues and expenditures for Fiscal Year.
- Lead colleagues in training by educating them with new software updates and features.
- Administered the Land Use program including calculating rollback taxes
- Managed the Disabled Veteran program including real estate and personal property.
- Proved successful working within tight deadlines and a fast-paced environment.
- Leveraged big data technologies to manage large datasets efficiently while maintaining high levels of performance.
- Performed system analysis, testing and implementation of real estate and service district tax bills for the citizens of Stafford County.
- Spearheaded efforts to migrate existing systems onto cloud-based platforms, resulting in improved accessibility, security, and scalability.
Real Estate Appraiser III
Stafford County Government
07.2003 - 08.2013
- Took photographs of exterior of buildings to properly document features and conditions of building.
- Completed inspections of properties and property improvements to determine market values.
- Performed appraisals in line with federal requirements and USPAP guidelines.
- Generated electronic reports to analyze date and rations to meet standards for reassessment.
- Received phone inquires and made independent decisions to change market values on properties.
- Enter data include new construction into Proval CAMA software.
- Issued noticed to taxpayers regarding property annexations and updated tax assessments.
- Kept on top of latest trends in market sales and construction costs in order to produce optimal assessments.
- Continuously updated personal expertise with ongoing education courses and certifications relevant to the field of real estate appraisal.
- Researched land, property and market values to complete estimations.
- Educated owners about assessments, resolved concerns and defended valuations during public appeals.
- Supported property tax assessment appeals by providing accurate valuation data to aid clients in their respective cases.
Education
Bachelor of Science - Business Administration
Strayer University
Fredericksburg, VA 05.2005 - 05.2007
Skills
Financial & Operational Reporting
Data Accuracy
Data analytics
Strong Organizational Skills
Data Gathering
Budget Analysis
Microsoft Office (Word, Excel, PowerPoint, Outlook, Access)
Central Square H5 Navaline
Opengov
SQL
Crystal Reports
Timeline
Budget Analyst II
Stafford County Government
06.2023 - Current
Real Estate Analyst
Stafford County Government
08.2013 - 06.2023
Bachelor of Science - Business Administration
Strayer University
05.2005 - 05.2007
Real Estate Appraiser III
Stafford County Government
07.2003 - 08.2013