Kelly J. Sharritts, Cpa, Cgma Email & Phone Number

Scottsdale, Az, Us

Phoenix, Arizona Area

Phoenix, Arizona Area

- Manage $850M for self-funded state employee’s health insurance- Supervise the plan actuary and audit team on staff, responsible for performance reviews and discipline- Oversee the accounting team in regards to the health insurance funds- Created and maintained in depth models to more accurately track, forecast and understand the changes in medical and dental claim costs and premiums- Lead in the strategic development and LEAN initiatives for the Division- Prepare reporting… Show more - Manage $850M for self-funded state employee’s health insurance- Supervise the plan actuary and audit team on staff, responsible for performance reviews and discipline- Oversee the accounting team in regards to the health insurance funds- Created and maintained in depth models to more accurately track, forecast and understand the changes in medical and dental claim costs and premiums- Lead in the strategic development and LEAN initiatives for the Division- Prepare reporting and presentation for the State Legislatures review and to the Governor’s office- Responsible for personnel planning and reorganization to efficiently reduce staffing needs by 9 FTE- Responsible for premium rate setting and reserve analysis to ensure fund is solvent over the next 5 years- Key point person in external audits of the vendors for health benefits- Developed key efficiency in process of the internal audits to reduce audit schedules from 6 months to 2-3 months- Responsible to ensure health plan is compliant with federal Affordable Care Act regulations and state statutes- Resolved multiple internal gaps in reconciliation and revenue collection to ensure the health insurance fund was accurately collecting revenues- Involved in transitioning into a new state wide accounting system Show less

Phoenix, Arizona Area

- Responsible for forecasting the five year P&L, Cash Flow and Balance Sheet for the consolidated company- Lead and develop the newly created finance department and provide guidance on the structure and processes within the department and within the company- Assumed responsibility to implement Adaptive Insights to replace Excel as the main forecasting tool for the company- Develop models to assist in statistical analysis as well as capture data that was not consolidated in the… Show more - Responsible for forecasting the five year P&L, Cash Flow and Balance Sheet for the consolidated company- Lead and develop the newly created finance department and provide guidance on the structure and processes within the department and within the company- Assumed responsibility to implement Adaptive Insights to replace Excel as the main forecasting tool for the company- Develop models to assist in statistical analysis as well as capture data that was not consolidated in the past- Assumed responsibility to revamp the GL string and intercompany eliminations and allocations for more accurate presentation- Provide, enhance and develop the bank, board, and business unit monthly and quarterly presentation and analysis- Streamlined processes and analysis that took approximately 10 days to complete down to only 2 days- Develop relationships with senior management to support the Account Management and Sales, Legal, and Operations department in variance and cost analysis as well as budgeting- Lead the revenue forecasting for the entire State and Local Government Solutions side of the company and work with multiple groups to enhance the quality and timeliness of information received- Responsible for multiple ad hoc, highly sensitive analysis for the board as well as external customers Show less

Phoenix, Arizona Area

Sr Analyst II- Created new benefits model for medical, dental, and pharmaceutical expenses that more accurately predicted and analyze behaviors and costs- Developed key relationships with domestic and international airports to successfully be their financial liaison and representative- Managed annual budget process for Airport Customer Service as a while, as well as both domestic and international airports- Responsible for financial forecasting, profitability analysis, strategic… Show more Sr Analyst II- Created new benefits model for medical, dental, and pharmaceutical expenses that more accurately predicted and analyze behaviors and costs- Developed key relationships with domestic and international airports to successfully be their financial liaison and representative- Managed annual budget process for Airport Customer Service as a while, as well as both domestic and international airports- Responsible for financial forecasting, profitability analysis, strategic planning, financial review of all business lines, in depth cause and effect analysis on variety of complex financial issues and competitive industry analysis- Led month end close process and coordinated annual budgeted process- Responsible for analytical modeling and internal consultingSenior Accountant- Implemented changes to current capitalization policies to ensure proper treatments and analyzed current assets and practices to ensure proper accounting treatment- Responsible for accounting of all aircraft leases to ensure accurate accounting treatment of lease payments and expense recognition- Enhanced analysis and review of the current property register using Data Warehouse reporting- Responsible for amortization of deferred credit, prepayments, capitalization of interest and recognition of interest income on deposits- Trained new staff on policies and variety of ongoing projects in the department- Developed relationships with treasury and finance personnel to ensure all aspects of transactions were handled appropriately that related to fixed assets and aircraft leases- Managed Oracle testing for implementation of system upgrade and preparation of IFRS- Responsible to review ACS 840 documentation of new leases and lease extensions Show less

Phoenix, Arizona Area

- Performed financial statement audits of various clients in multiple industries, primarily benefit plan audits- Prepared client financial statements including adjusting journal entries, balance sheet, income statement, cash flows and related disclosures- Analyzed client general ledgers for reasonableness at year end and preliminary testing- Prepared management, SAS 112 and SAS 114 letters- Prepared 990, 1120 and 1120S tax returns for clients- Key team member of the audit… Show more - Performed financial statement audits of various clients in multiple industries, primarily benefit plan audits- Prepared client financial statements including adjusting journal entries, balance sheet, income statement, cash flows and related disclosures- Analyzed client general ledgers for reasonableness at year end and preliminary testing- Prepared management, SAS 112 and SAS 114 letters- Prepared 990, 1120 and 1120S tax returns for clients- Key team member of the audit team with direct client contact and consulting- Performed interim examinations of client records, inventory observations and agreed upon procedures for various types of clients- Developed strong client relationships and engaged in accounting services for clients from fixed asset accounting and reconciliation to complete book keepin Show less

Washington D.C. Metro Area

- Developed proficiency in database queries and visual basic applications- Recaptured nearly $500k in taxes for the company through personal property analysis and review- Created and maintain reconciliations of lottery and money order inventory for 15 corporate stores and 18 franchisees, which had never been reconciled- Ensured sales and use tax compliance for Maryland and Virginia and gross receipts tax for Delaware. Submitted payments for all corporate stores and multiple… Show more - Developed proficiency in database queries and visual basic applications- Recaptured nearly $500k in taxes for the company through personal property analysis and review- Created and maintain reconciliations of lottery and money order inventory for 15 corporate stores and 18 franchisees, which had never been reconciled- Ensured sales and use tax compliance for Maryland and Virginia and gross receipts tax for Delaware. Submitted payments for all corporate stores and multiple franchisees- Tracked construction in process for projects in multiple locations- Controlled fixed assets for parent company and subsidiaries, totaling almost 300 locations, monitoring disposals, additions, adjustments, and transfers- Oversaw maintenance of more than $500k in burner service inventory at plant level- Developed training and manuals for multiple areas of the company and subsidiaries- Key player in startup of new operational software package and maintained active support for staff- Reconciled five bank accounts with balances over a million dollars each, left un-reconciled for multiple years- Implemented automated bill of lading process for fuel movements- Created and maintain fixed asset policy and research fixed asset software for implementation- Assisted in acquisition of more than 20 locations in adjacent state- Reconciled over 25 general ledger accounts monthly Show less