Stephanie Hall, Cpfo Email & Phone Number

New Berlin, Wi, Us

Greendale, Wisconsin, United States

Waukesha, Wisconsin, United States

• Coordinate development of the five-year capital project improvement plan, analyze capital project requests, and provide recommendations to DOA management• Coordinate the annual debt issuance and develop the debt service and capital budgets• Assemble the Public Work’s and Medical Examiner’s operating budget requests which includes highlighting major revenue and expenditures items and identifying potential problems and challenges• Assemble numerous Waukesha County statistics and create tables included in the annual budget book• Prepare the annual budget roll-up and create a line-item report• Create and review the language for county ordinances that intend to modify the county’s budget and create fiscal notes to highlight the financial impact• Review Tax Incremental District project plans and attend Joint Review Board meetings• Work with the American Rescue Plan Act (ARPA) team to coordinate and develop plan for distributing federal funding

Waukesha, Wisconsin, United States

• Analyze prior year financial results and the current year budget to develop broad expenditure and revenue assumptions to create a cost-to-continue for county departments• Assemble budget requests and create budget analyses which includes highlighting major revenue and expenditure items and identifying potential problems and challenges• Create and monitor the county’s three non-departmental budgets which includes the General Fund, Health Fund, and Contingency Fund• Coordinate and develop quarterly financial status reports• Assist with putting together the annual county budget book• Provide staffing support at the County Board committee budget reviews• Serve as the backup to the wage projection responsibility which is used to estimate the vast majority of the county’s entire personnel cost budget• Create and review the language for county ordinances that intend to modify the county’s budget and create fiscal notes to highlight the financial impact• Review Tax Incremental District project plans and attend Joint Review Board meetings

Greendale

• Coordinate with the Clerk-Treasurer on processing the tax roll, manage tax payments, and distribute payments to other taxing jurisdictions • Submit Personal Property chargebacks to other taxing jurisdictions • Manage the Village’s investments and bank accounts, including processing all wire transfers and ACH payments, purchasing investments, and signing off on monthly bank reconciliations • Assist with the management of the Village’s debt including processing of all TID paperwork and submitting financial disclosures • Assist with communicating financial information to the Village Board, Department heads and the public through monthly financial reports, creation of the annual budget, and the annual audit • Manage the Clerk-Treasurer staff whose duties include accounts payable, accounts receivable, and payroll • Reconcile general ledger accounts and review check requests and credit card payments to ensure they comply with Village policies • Reconcile Emergency Medical Services billing • Work through SDC and TRIP to collect on bad debt • Process and oversee utility billing and help prepare the Consumer Confidence Report • Process federal and state payroll taxes • Cross-trained with the Deputy Clerk on elections and business licensing

Bachelor Of Arts (Ba), Accounting And Finance

Education record