Amy Freeman ***** Royale Street . Moreno Valley, CA 92557
**********@*****.*** . 951-***-****
OBJECTIVE
It is my goal to obtain a full time position where my analytical and
administrative experience can be utilized to make a positive impact on both
individual projects and the overall department.
PROFILE
. Proficient in the use of Outlook, Microsoft Word, Microsoft
Excel
. Typing - 78 wpm; Ten key by touch - 15,144 sph
. Performance driven, self-motivated and dedicated
. Maintain high standards of professionalism
. Detail oriented with ability to meet project deadlines
EDUCATION
. A.A. - Business Administration, College of Alameda
. B.S. - Business Administration, Finance Emphasis, Cal State
University, Hayward
WORK EXPERIENCE
Senior Financial Analyst August 2007 - November 2009
Albert A. Webb Associates, Riverside, CA
> Special tax administrator for clients comprising 52 separate districts
that included two of the top three revenue generating clients for the
department. Duties included review of District budgets with clients to
provide recommendations ensuring full debt service coverage,
researched and maintained a parcel database for each District to track
development changes, calculated charge for each parcel based on the
District budget and methodology, enrolled charges with the County.
Attended client, City Council and Board meetings as necessary and made
presentations when requested. Advised clients with regard to potential
bond calls and fund transfers to ensure compliance with all laws and
regulations. Prepared and disseminated annual reports for each
district and disclosure reports for bondholders. Monitored delinquent
parcels and provided foreclosure recommendations as necessary to both
the District and foreclosure attorney. Participated in District
formations. Handled phone inquires from public. Assisted in the
development of a proprietary software system for the department.
Associate Financial Analyst September 2005 - August 2007
Albert A. Webb Associates, Riverside, CA
> Performed on going administration duties for several Assessment
Districts, Community Facilities Districts and Landscape Maintenance
Districts. Duties included assistance with the preparation of
Assessment District apportionments, updating assessor's maps, report
preparation, monitoring delinquent parcels and providing foreclosure
recommendations as necessary, data recalculation of special taxes on
subdivided properties and dissemination of public information.
Performed bond refunding calculations and provided recommendations to
the District. Attended meetings with clients. Supervised
administrative support staff.
Administrative Assistant April 2003 - September 2005
Albert A. Webb Associates, Riverside, CA
> Assisted Special Tax department in all administrative function.
Composed correspondence from both written and oral direction.
Scheduled and organized meetings between department staff and external
clients. Performed filing, copying and faxing of documents as
requested. Assisted in the preparation of annual and disclosure
reports to ensure timely completion. Updated payments and delinquency
status for all properties. Performed parcel boundary audits of
Districts. Handled phone inquires from public.
Analyst I July 1999 -
April 2003
MuniFinancial (now Willdan Financial Services), Temecula, CA
> Maintain and update databases for 72 separate Landscape and Lighting,
Assessment and Community Facilities Districts throughout Southern
California. Track changes in parcel status and development. Review
District budgets and methodology to calculate annual charges for each
parcel. Attend City Council meetings. Prepare annual reports and
disclosure reports. Beta tester for a proprietary software system for
the company.
Financial Analyst
December 1996 - June 1999
Navistar Financial Corporation, San Ramon, CA
> Analyze financial statements for truck dealerships and owner/operators
to determine strengths, weaknesses and current financial status.
Process and track all documentation on leased units from inception
through funding. Prepare retail contracts and supporting documentation
for funding. Contact for outside marketing personnel and dealers on
finance and insurance program.
Administrative Supervisor
December 1995 - October 1996
Nationwide Credit Corporation, Union City, CA
> Supervise all administrative staff and provided direct support to
Director of Operations. Prepare monthly budget projections for each
department. Liaison to corporate Human Resources and Accounting.
Administrator October
1994 - December 1995
Nationwide Credit Corporation, Union City, CA
> Assist in processing applications for consolidation and rehabilitation
of defaulted student loans. Compose correspondence from written and
verbal direction. Perform general administrative duties as assigned.
Relief receptionist.