Monique Farquharson: in Newport Beach, CA
Monique Farquharson
Newport Beach | United States
Skills
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Interests
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Work experience
Cooperative Strategies, LLC (Formerly Dolinka Group)
Senior Associate Director | 04/2016 - 06/2017
• Lead the department in Project Managing the most mello roos and special tax districts (80)
• Responsible for calculating and enrolling over $20 million in taxes with the respective County
• Work with the Assessor’s Office and Property Tax Divisions of various Counties to monitor parcel changes, tax delinquencies and property ownership
• Special Tax Consultant in the issuance of over $400 million of bonds
• Review and provide comments on legal documents on behalf of Clients
• Work with large datasets to create tables and exhibits for official statements
• Present credit presentations to Standard & Poor’s on behalf of Clients to achieve goal rating
• Conduct quantitative analysis of financial data to forecast revenues to be used to repay bonds
• Compare actuals versus forecast/projections to find variances and trends
• Develop financial models to set special tax rates of new mello roos districts and calculate prepayments of taxes
• Prepare and present analysis to School District Offi
Dolinka Group, LLC
Associate Director | 02/2015 - 04/2016
• Project Manager for over 50 mello roos and special tax districts
• Calculated and enrolled the special taxes with the respective County
• Worked with the Assessor’s Office and Property Tax Divisions of various Counties
• Formed four (4) mello roos districts
• Special Tax Consultant in the issuance of over $120 million of bonds
• Prepared necessary reports in accordance with the Security and Exchange Commission (SEC) and California Debt and Investment Advisory Commission (CDIAC)
Dolinka Group, LLC
Associate | 05/2013 - 02/2015
• Formed seven (7) mello roos districts
• Project Manager for over 40 mello roos and special tax districts
• Calculated and enrolled the Special Taxes with the respective County
• Special Tax Consultant in the issuance of over $10 million of bonds
• Prepared necessary reports in accordance with the Security and Exchange Commission (SEC) and California Debt and Investment Advisory Commission (CDIAC)
Back Bay Funding /Partners Real Estate
Transaction Coordinator/ Processing Assistant | 06/2012 - 05/2013
• Opened escrow and title on refinances / prepared files for processing
• Managed company’s social media and website
• Assisted the Processors and Loan Officers
• Prepared monthly Loan Officer Revenue reports for Owners