Diana Bedolla
Scottsdale,Arizona
Summary
Experienced professional in public finance with a proven track record of determination and professionalism spanning five years. Seeking a new challenge to further develop my leadership skills. Eager to bring a strong work ethic to the role and contribute value to your team.
Overview
6
6
years of professional experience
Work History
Senior Financial Analyst
Causey Public Finance Causey Demgen & Moore, P.C.
Denver, CO
07.2022 - Current
- Completed over 1,500 Commercial Mortgage-Backed Security transactions resulting in the defeasance of loans worth over $15B
- Verified preciseness and completeness of financial data as well as financial documents, such as Official Statements, Limited Offering Memorandums, and Trust Indentures, provided by the Financial Advisor and Bond Counsel, used in a cash flow analysis for municipal districts to facilitate $200M in bond issuances
- Prepared cash flow models and manipulated numbers to comply with debt mill levy collections, specific ownership taxes, county treasurer fees, and inflation estimates
- Reviewed financial documents to verify the compliance with federal tax regulations governing the issuance of tax-exempt bonds
- Calculated the arbitrage rebate liability owed to U.S. Treasury through modeling the investment activity related to bond proceeds and prepared reports with the calculations related to the rebate liability
Financial Analyst
Causey Demgen & Moore P.C.
Denver, CO
03.2020 - 07.2022
- Built, analyzed, and manipulated cash flow models for bond restructurings and sufficiency models
- Reviewed loan documents provided by the Defeasance Consultant and Servicer's Counsel to verify a property's eligibility and cash flow characteristics for a defeasance transaction
- Verified financial information and disclosures provided by the Underwriter and Bond Counsel for municipal bonds
- Prepared reports that provided thorough analysis of a defeasance transaction or a municipal verification confirming the suitability of the assets
- Analyzed preliminary and final portfolios generated by the Defeasance Consultant or Financial Advisor and confirmed that the assets will create sufficient cash flows to cover debt service requirements of the loans
- Communicated with clients clearly and precisely to achieve the closing of a successful transaction
Education
Bachelor of Finance - Business Administration
Mississippi State University
08.2019
Skills
- Bilingual (Spanish and English)
- Adobe Software
- Excel Software
- Team Growth
- Attention to Detail
- Data Inputting
- Financial Modeling
- Financial Data Analyzation
- Flexible Team Player
- Customer Experience
- Superior Time Management
Timeline
Senior Financial Analyst
Causey Public Finance Causey Demgen & Moore, P.C.
07.2022 - Current
Financial Analyst
Causey Demgen & Moore P.C.
03.2020 - 07.2022
Bachelor of Finance - Business Administration
Mississippi State University