An ambitious and dedicated professional having more than 25 years of combined experience working for private and public sectors in the areas of assessment, legal, healthcare, telecommunications, and finance.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Assistant Tax Assessor
Town of Trumbull
Trumbull, CT
01.2021 - Current
Maintain, update, and approve exemption and/or tax relief eligibility for the senior volunteer program, disabled, veterans, elderly, quadrennial filers under 12-81(7), MM&Es, M65s, and PA 490
Prepare State and Town reports to as needed and/or in accordance with statutes and FOI requests
Update Assessor records with approved subdivisions/lot splits
Conduct field inspections, and estimate appraised value of real and personal property
Measure improvements to existing structures
Review and update field cards and related records
Record all changes of ownership and make corrections to assessments and/or tax benefits on real and personal property
Conduct sales ratio analysis to determine useable sales and meet state reporting compliance for purposes of establishing a NEGL
Discovered over 400 new business personal property accounts for 2024 GL
Supervise, train staff, and assist with hiring new personnel
Participate in budgeting process for Assessor’s office
Prepare files and system updates in preparation of closing the Grand List year
Assist Board of Assessment Appeals with all related duties required
Conducted informal hearings, responded to interrogatories, and implemented court stipulated agreements
Assisted writing Personal Property RFPs
Led successful conversion of Vision 6 to Vision 8
Currently working with Finance Director to streamline assessing and revaluation functions through service providers such as Nearmap, Eagleview, and Cylcomedia
Implemented online Personal Property Declaration filing
Personal Property/MV Coordinator
Town of Trumbull
Trumbull, CT
02.2019 - 01.2021
Provided Personal Property Grand List support such as discovered new businesses, mailed declarations to all businesses, processed declarations, interpreted and inputted assessment data, identified non-filers, and mailed increase notices
Assisted in conducting Personal Property audits including sending notices of audit, and findings
Set up, maintained, and updated Income and Expense files, recorded filers, and identified late filers annually
Planning and Zoning Administrator
Town of Trumbull
Trumbull, CT
01.2017 - 02.2019
Ensured regulatory compliance with all public notice procedures, including but not limited to those set forth in the Town Charter, Local Zoning Code, Municipal Code, State and Federal Legislation
Processed incoming applications for Planning & Zoning Commission (P&Z) ensuring timeliness, completeness and proper notification to abutters
Scheduled and attended Planning and Zoning Commission hearings, and kept minutes of meetings as required by Town Charter
Principal and Special Education Advocate
Advocacy Partners
Stratford, Connecticut
09.2013 - 12.2017
Office Manager/Administrative Assistant
Farnam Associates, LLC
New Haven, Connecticut
02.2013 - 03.2014
Office Manager/Administrative Assistant
Robert Fraum, Ph.D. and Joyce Nathan, Ph.D.
Greenwich, Connecticut
10.2002 - 01.2013
Business Manager/Administrative Assistant
Brody and Associates/Management Trainers, LLC
Westport, Connecticut
10.2011 - 05.2012
Business Analyst, Delivery Manager
Hewitt Associates
Norwalk, Connecticut
11.2000 - 01.2002
e-Business Financial Analyst, Assistant Manager
Citigroup, Incorporated
Stamford, Connecticut
03.1999 - 10.2000
Financial Coordinator
MCI WorldCom, Incorporated
Rye Brook, New York
12.1996 - 03.1999
Junior Analyst
MCI WorldCom, Incorporated
Rye Brook, New York
06.1996 - 12.1996
Education
Bachelor of Administration - Finance
Pace University
Pleasantville, New York
Skills
QDS Admin and Personal Property CAMA
Vision 6
Vision 8
GIS
OpenGov
Windows and MAC applications: MS Access, Excel, Essbase, Word, PowerPoint, Publisher, Outlook, Quicken, QuickBooks, Money, MUNIS, Internet, SAP, TSO/ISPF, ADB2/DB2, and QMF
ACT!
WordPress
Joomla
Campaign Monitor
Constant Contact
HTML web editing
Facebook
Twitter
Certification
CCMA II, 11/01/24
CCMA I, 11/01/23
Businessstrengths
Tech savvy
Excellent organizational skills
Strong oral/writing skills
Creative analytical/problem solving abilities
Team player/work independently
Dedicated and hardworking
Timeline
Assistant Tax Assessor
Town of Trumbull
01.2021 - Current
Personal Property/MV Coordinator
Town of Trumbull
02.2019 - 01.2021
Planning and Zoning Administrator
Town of Trumbull
01.2017 - 02.2019
Principal and Special Education Advocate
Advocacy Partners
09.2013 - 12.2017
Office Manager/Administrative Assistant
Farnam Associates, LLC
02.2013 - 03.2014
Business Manager/Administrative Assistant
Brody and Associates/Management Trainers, LLC
10.2011 - 05.2012
Office Manager/Administrative Assistant
Robert Fraum, Ph.D. and Joyce Nathan, Ph.D.
10.2002 - 01.2013
Business Analyst, Delivery Manager
Hewitt Associates
11.2000 - 01.2002
e-Business Financial Analyst, Assistant Manager
Citigroup, Incorporated
03.1999 - 10.2000
Financial Coordinator
MCI WorldCom, Incorporated
12.1996 - 03.1999
Junior Analyst
MCI WorldCom, Incorporated
06.1996 - 12.1996
CCMA II, 11/01/24
CCMA I, 11/01/23
Bachelor of Administration - Finance
Pace University
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