Our Staff

Meet the Finance Department Team

 

Office Staff

 

Staff Directory

Eddie Caldwell

     Finance Director

  • Plans, organizes and directs all programs and activities of the Finance Department, including accounts receivable and payable, utility and tax billing and collections, general accounting, payroll, and financial reporting.
  • Serves as the Town’s chief financial adviser, providing direct assistance to the Town Manager and Town Board in financial matters and regarding various special projects.
  • Works with the Town Manager and Town Board in directing the formation of financial policies and with the final preparation of the annual budget.
  • Establishes and maintains internal control procedures, and ensures Town compliance with recognized accounting and reporting methods.
  • Develops, analyzes and interprets statistical and accounting information in the evaluation of the fiscal soundness and operating effectiveness of the Town.
  • Determines revenue projections based on projected expenditures and revenues.
  • Directs the preparation and administration of the Town’s operating and capital improvement budgets; reviews budgets periodically to analyze trends affecting budget needs; prepares budget revisions for Board approval during the year; monitors revenues and expenditures and performs appropriate cost control activities.
  • Schedules independent auditors; assists auditors during audit process; prepares audit paper; follows up on findings to ensure improvement to financial systems.
  • Prepares a variety of studies, reports and related information for decision-making purposes; prepares periodic and special financial reports as required by the Town and other agencies

Dean Trader

     Assistant Finance Director

  • Assists the Finance Director in planning, coordinating and managing the accounting functions of the Finance Department, ensuring compliance with applicable policies, procedures, laws and regulations, and accepted accounting standards.
  • Posts daily transactions, journal entries, amendments, cash receipts, deposit reimbursements, and other documents to the general ledger; reconciles monthly bank statements.
  • Maintains up-to-date employee information database.
  • Maintains and processes all documents for the payroll system; reviews, edits, adjusts and runs checks for payroll; prepares a variety of reports related to payroll and benefits.
  • Ensures that benefit vendors are paid in a timely manner; maintains payment records on employee medical, worker’s compensation benefits and liability insurance premiums; maintains employee leave calculations and balances all records.
  • Maintains project numbers for capital outlay and grants; ensures guidelines for grants are followed and proper accounting maintained.
  • Maintains fixed asset records.
  • Troubleshoots any problems with accounts that are out of balance between sub-ledgers and the general ledger.
  • Prepares various financial reports, tax reports and other reports as required by the department, Town, state / federal or other agencies.

James Robertson

     Tax Collector

  • Administers a program for the collection of real and personal property taxes.
  • Organizes and oversees the preparation and distribution of tax bills; loads billing files and tapes from the County; runs pre-billing scroll; checks accuracy of values and revises scroll; enter tax rate in computer and prints bills.
  • Runs tax levy register; provides a copy to customer service representatives; maintains registry files.
  • Monitors collections.
  • Handles the collection of all delinquent taxes; coordinates releases and discoveries with County for non-payments; initiates collection action on delinquent accounts; prepares forms for executing garnishments against wages or attachment to bank accounts; works with City Attorney and County tax office personnel as necessary to coordinate foreclosures.
  • Supervises satellite office customer service clerks engaged in posting utility payments, posting business license and building permit payments, setting up accounts, processing work orders and performing cash accounting.  Supervisory duties include instructing, planning and assigning work, reviewing work, maintaining standards, coordinating activities, allocating personnel, assisting with the selection of new employees, acting on employee problems, and recommending disciplinary action as appropriate.
  • Generates accounts receivable reports daily, monthly and annually.
  • Prepares annual reports for the Town Board; prepares reports for the annual audit; prepares various other financial reports, tax reports and other reports as required by the department, Town, state / federal or other agencies.

Sharon Agostini

     Accounts Receivable Technician

  • Assists the Finance Director and Assistant Finance Director with a variety of clerical and technical accounting tasks.
  • Maintains accurate and up-to-date customer account information; enters and retrieves customer data as needed.
  • Enters utility meter readings for each of multiple cycles; checks reports in detail and orders re-readings based on analysis of current and past history; estimates bills for unread meters; corrects error readings.
  • Initiates investigations of potential unauthorized consumption and overly high or low readings.
  • Coordinates with public works personnel to remove meters and/or service meters as necessary; coordinates activities with meter readers as necessary.
  • Calculates, prepares and mails municipal utility bills; calculates and prepares final notice bills.
  • Enters service orders for final billings; prepares and mails bills.
  • Calculates and posts delinquent penalties.
  • Maintains postage machine supplies and postage; orders supplies as needed.

 

     Accounts Payable Technician

  • Assists the Finance Director and Assistant Finance Director with a variety of clerical and technical accounting tasks.
  • Posts daily transactions, disbursements and other documents to the general ledger.
  • Processes accounts payable; maintains accounts payable records and files; researches inquiries regarding purchase orders, requisitions, payments and other accounting issues; enters purchase orders into financial system and generates reports.
  • Generates a variety of spreadsheets and graphics depicting financial condition of the Town.
  • Assists Town department heads with accounting / budget issues, and answers questions pertaining to invoices and purchase orders.
  • Supervises the daily billing process; makes decisions on account actions as necessary.
  • Assists lower-level accounting / clerical staff with assigned duties; investigates and corrects technical errors.
  • Supervises the customer service office; approves releases and chargebacks and makes decisions on account actions; resolves customer problems and complaints; handles returned checks.
  • Assists in maintaining computerized financial record-keeping system; schedules software upgrades; troubleshoots problems with software and hardware; assists in preparing daily file back-ups; provides user instruction and support as needed.

Cindy Parris

     Customer Service Representative

  • Provides professional, courteous customer service at all times.
  • Assists customers in person, by telephone and by mail, or obtains information for customers as requested; explains department policies and procedures; refers customers to other personnel or offices as appropriate.
  • Collects, records and receipts payments for utility services, taxes, business licenses and building permits.
  • Processes requests for service orders and Town services; reviews and enters applications for new and discontinued electric, water and sewer, and other Town services; reviews and enters applications for business licenses.
  • Completes deposit slips and deposit reports.
  • Balances cash drawer; maintains petty cash drawer and accounts for funds.
  • Follows up on the collection of delinquent utility bills.
  • Reviews and verifies records and reports to ensure complete and accurate information as required.
  • Assists other clerical and technical staff as requested.
  • Performs other general clerical work as required, including but not limited to typing reports and correspondence, copying and filing documents, sending and receiving faxes, answering the telephone, processing mail, etc.
  • Attends training, meetings, seminars and/or workshops to enhance job knowledge and skills.

Karla Grooms

     Customer Service Representative

  • Provides professional, courteous customer service at all times.
  • Assists customers in person, by telephone and by mail, or obtains information for customers as requested; explains department policies and procedures; refers customers to other personnel or offices as appropriate.
  • Collects, records and receipts payments for utility services, taxes, business licenses and building permits.
  • Processes requests for service orders and Town services; reviews and enters applications for new and discontinued electric, water and sewer, and other Town services; reviews and enters applications for business licenses.
  • Completes deposit slips and deposit reports.
  • Assists other clerical and technical staff as requested.
  • Performs other general clerical work as required, including but not limited to typing reports and correspondence, copying and filing documents, sending and receiving faxes, answering the telephone, processing mail, etc.
  • Attends training, meetings, seminars and/or workshops to enhance job knowledge and skills.

Jennifer Shetley

     Customer Service Representative

  • Provides professional, courteous customer service at all times.
  • Assists customers in person, by telephone and by mail, or obtains information for customers as requested; explains department policies and procedures; refers customers to other personnel or offices as appropriate.
  • Collects, records and receipts payments for utility services, taxes, business licenses and building permits.
  • Processes requests for service orders and Town services; reviews and enters applications for new and discontinued electric, water and sewer, and other Town services; reviews and enters applications for business licenses.
  • Completes deposit slips and deposit reports.
  • Assists Tax Collector with clerical tasks such as processing garnishments, bank attachments, tax payment arrangements, bankruptcy filing and other collection functions.
  • Performs other general clerical work as required, including but not limited to typing reports and correspondence, copying and filing documents, sending and receiving faxes, answering the telephone, processing mail, etc.
  • Attends training, meetings, seminars and/or workshops to enhance job knowledge and skills.

Roy Ballew

     Meter Reader

  • Reads electric and water meters on assigned route.
  • Records readings on hand-held computer; takes readings to appropriate office at end of work day.
  • Cleans out meter boxes as needed; reports improperly installed or defective meters.
  • Cuts service on and off as directed.
  • Assists in investigating potential water and power theft; may testify in court regarding meter tampering cases.
  • Maintains assigned vehicles and equipment.
  • Receives and responds to inquiries, complaints and requests for assistance from customers and the general public regarding areas of responsibility.
  • Prepares and submits detailed work records and reports.

Travis Webb

     Meter Reader

  • Reads electric and water meters on assigned route.
  • Records readings on hand-held computer; takes readings to appropriate office at end of work day.
  • Cleans out meter boxes as needed; reports improperly installed or defective meters.
  • Cuts service on and off as directed.
  • Assists in investigating potential water and power theft; may testify in court regarding meter tampering cases.
  • Maintains assigned vehicles and equipment.
  • Receives and responds to inquiries, complaints and requests for assistance from customers and the general public regarding areas of responsibility.
  • Prepares and submits detailed work records and reports.
  • Performs general clerical work as required, including but not limited to copying and filing documents, answering the telephone, completing forms, etc.
  • Substitute Customer Service Representative as needed due to staffing