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
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
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