Shelly Clardy
Florence,AZ
Summary
I am a motivated and very reliable State Employee. I have been successful in every aspect of my profession. I am very driven and knowledgeable in several roles It would be a great opportunity t work for the the State of Arizona.
Overview
15
15
years of professional experience
Work History
Executive II
State Employees’ Retirement System of Illinois
Springfield, IL
01.2018 - 04.2022
- Under general direction of the Claims Division Manager, evaluates employees, provides guidance, organizes, plans, executes, controls and evaluates policies and procedures for the imaging system, the Qualified Illinois Domestic Relations Orders (QILDRO)and contribution refunds
- Maintains security access, overseas and organizes the goals and objectives of the workflow process, performs quality control of documents, prioritizes problems and tests requested changes
- Provides training and instruction to staff on use and retrieval of the imaging system
- Oversees the development and accuracy of policy and procedure manuals for the Claims Division
- Evaluates policy and procedures and make recommendations for improvement
- Monitors and reviews the resignation refund process, Interest Rebates and Required Distributions for accuracy and approves or denies the requests
- Monitors and reviews the validity of, and translates court ordered documents, Power of Attorney, Guardianship support orders, bankruptcy and levy orders
- Oversees of legal documents in the QILDRO process and prepares detailed account information for use in divorce litigation
- Reviews the QILDRO calculations for accuracy and payment
- Serves as the assistant to the Division Manager in planning, development and implementation of the Divisions benefit, reviews operational needs of the Division, recommends to the Division Manager changes in policy/procedures, staffing plan, prepares special reports and supply requests
- Serves as a working Supervisor and assigns and reviews work, provides guidance and training to assigned staff, counsels staff regarding work performance, reassigns staff to meet the day to day operating needs, establishes annual goals and objectives, prepares and signs performance evaluations
- Approves time off and overtime
- Supervises high school students and serves as a mentor and oversees accuracy of barcoding of documents the student workers complete
- Competes quarterly evaluations and communicate with the High School regarding their progress and any issues
- Provides training to new hires
- Maintain and oversees the SERS document names, changes, additions and deletions of document types in the imaging system
- Resolves imaging system issues with staff
- Reviews and maintains the imaging system security, documenting approval of staff access and maintaining the proper sign offs on security requests
- Reviews the annual security access report and update/remove access as required
- Assists with the integration of the imaging system into the re-engineering workflow process within the SERS computer systems
- Assists with testing as new programs are developed
- Assists and maintains contingency procedures for disaster preparedness for the Claims Division
- Process annual fee Imposition Reports and certify the information to the Office of the Comptroller
- Performs other duties as assigned or required which are reasonably within the scope of duties enumerated above.
Executive II
State Employees’ Retirement System of Illinois
Springfield, IL
12.2017 - 01.2018
- Under general direction of the Field Services Division Manager, organizes, plans, executes and controls the development, scheduling and implementation of statewide formal Pre-Retirement Planning Education Programs to cover legal issues, retirement benefits, social security and state group insurance; conducts formal Post-Retirement Education Programs as needed
- Prepares, directs and implements a formal program plan for seminars attended by active state employees throughout the State of Illinois
- Researches and develops formal material for the statewide programs using various sources including but not limited to other professional contacts, i.e
- Representatives from the Social Security Administration, CMS Deferred Compensation Program, financial planners and retirement consultants
- Develops statewide marketing for workshops
- Coordinates and conducts the pre-retirement workshops such as Investing in your Future (IYF), Education for Tomorrows Choices (ETC), and Countdown to Retirement (CDR) and Post Retirement Myths and Realities of Retirement (MRR) and informal meetings with groups and/or associations
- Explains the Retirement Systems’ benefits and answers questions from the attendees
- Serves as liaison between State Employees’ Retirement System and outside sources
- Meets with Retirement Coordinators and outside personnel to answer questions; provides updated information and troubleshoots issues
- Determines the effectiveness of workshops through evaluation and analysis of program content and participants’ comments; innovates and implements needed revisions to program content of presentation
- Submits monthly reports and an annual report to the Division Manager summarizing the results of the workshop evaluations
- Markets the agency’s workshops and programs throughout the State of Illinois; represents the agency in public relations role in dealings with Retirement Coordinators; completes special projects as assigned by Division Manager
- Performs other duties as assigned or required which are reasonably within the scope of duties enumerated above.
Pension and Death Benefits Technician II
State Employees' Retirement System of Illinois
Springfield, IL
03.2013 - 12.2017
- Obtains, reviews and verifies documents such as benefit applications, agency certificates, birth and death certificates, and Social Security information to determine eligibility for retirement, survivors, widows, occupational death, non-occupational death, or death benefits after retirement pursuant to the statutes governing the State Employees' Retirement System; applies eligibility requirements to all distinct employment groups and their dependents within the statutes, rules, regulations, policies and procedures in effect at the time of the individual's employment; determines eligibility for benefit payment, in conjunction with the unit supervisor in cases not specifically covered by statutes or rules
- Calculates and/or verifies calculations for numerous types of retirement and death benefits pursuant to the statutes governing the State Employees' Retirement System; enters information into the automated on-line benefit calculation system; computes and pre-verifies Federal Capital Gains and ordinary income taxes; computes employment service and earnings; calculates and verifies atypical benefits
- Communicates with internal accounting staff and external agency payroll and/or retirement coordinators to obtain payroll and employment data; provides external agency personnel with routine and/or complex retirement and death benefit information; provides guidance and assistance to state employees and dependents concerning retirement and death benefits; processes routine and/or complex telephone inquiries from employees and dependents, interviews benefit recipients with routine and/or complex benefit problems, and resolves same; communicates with special retirement formula groups to provide specialized, timely and accurate information unique to each group
- Corresponds and exchanges information with twelve other public retirement systems in the State regarding the coordination of retirement and death benefits between systems; certifies and exchanges employment service and earnings information with other public retirement systems; verifies reciprocal retirement and death calculations; calculates retirement and death benefits pursuant to the Retirement Systems' Reciprocal Act; attends the annual Reciprocal Training Conference to review new developments with other retirement systems
- Obtains, reviews, and interprets Social Security retirement and death benefit information used in the coordinated offset benefit plan administered by the State Employees' Retirement System; obtains, reviews and interprets death benefit information from state workers' compensation agencies for offset and benefit reduction purposes
- Participates in group meetings with internal staff and other interested groups to review benefits, procedures, and methods relative to new legislative measures; attends seminars and/or training classes relating to pension and death eligibility and calculations
- Assists the unit supervisor and data processing personnel in the development of improved methods for the automated calculations system; assists the unit supervisor with the accumulation of test case materials used to verify the accuracy of new or revised system applications; selects and verifies unique types of calculation data in preparation for the issuance of active and inactive benefit statements produced annually
- Performs other duties as required or assigned which are reasonably within the scope of the duties enumerated above.
Pension and Death Benefits Technician I
State Employees’ Retirement System of Illinois
Springfield, IL
11.2011 - 03.2013
- Responsible for obtaining and reviewing documents such as benefit applications, agencies' certifications, birth and death certificates, and Social Security information to determine eligibility for retirement, survivors, widows, occupational deaths, non-occupational deaths, or death benefits after retirement pursuant to the statutes governing the State Employees' Retirement System; applies eligibility requirements to a small number of distinct employee groups and their dependents within the statutes, rules, regulations, policies and procedures in effect at the time of the individual's employment
- Calculates and/or verifies calculations for numerous types of retirement and death benefits pursuant to the statutes governing the State Employees' Retirement System; enters information into the automated on-line benefit calculation system; computes and pre-verifies Federal Capital Gains and ordinary income taxes; computes employment service and earnings
- Communicates with internal accounting staff and external agency payroll and/or retirement coordinators to obtain payroll and employment data; provides external agency personnel with routine retirement and death benefit information; provides guidance and assistance to state employees and dependents concerning retirement and death benefits; processes routine telephone inquiries from employees and dependents, interviews benefit recipients with routine benefit problems, and resolves same
- Corresponds and exchanges information, with several small public retirement systems in the State, regarding the coordination of retirement and death benefits between systems; certifies and exchanges employment service and earnings information with other public retirement systems; verifies reciprocal retirement and death calculations; calculates retirement and death benefits pursuant to the Retirement Systems' Reciprocal Act; attends the annual Reciprocal Training Conference to review new developments with other retirement systems
- Obtains, reviews and interprets Social Security retirement and death benefit information used in the coordinated offset benefit plan administered by the State Employees' Retirement System; obtains, reviews and interprets death benefit information from state workers' compensation agencies for offset and benefit reduction purposes
- Participates in group meetings with internal staff and other interested groups to review benefits, procedures, and methods relative to new legislative measures; attends seminars and/or training classes relating to pension and death eligibility and calculations
- Assists the unit supervisor and data processing personnel in the development of improved methods for the automated calculations system; selects and verifies unique types of calculation data in preparation for the issuance of active and inactive benefit statements produced annually
- Responsible for interpreting laws, rules and regulations on behalf of active, inactive and retirees of the state of Illinois during the change in legislation
- Performs other duties as required or assigned which are reasonably within the scope of my duties.
Accountant
State Employees’ Retirement System of Illinois
Springfield, IL
04.2010 - 11.2011
- Responsible for performing professional accounting work involving the review and maintenance of member accounts and preparing, summarizing and examining financial reports and statements
- Independently audits the employer/employee billing process performed by several employees
- Responsible for preparing and reconciling complex reports and financial statements
- Assists in training of other Accounting Division staff
- Performs detailed examination of members’ accounts for the purpose of preparing or auditing billing statements to be sent to agencies and/or members regarding either underpaid of overpaid retirement contributions; verifies member arrearage calculations are appropriate and correct
- Responsible for reviewing complex system reports generated for the weekly payroll runs to ensure that the appropriate accounting codes are assigned to the associated cash receipts and member transactions for military, qualifying, and other service time related payments; analyzes court ordered awards, back wages claims and other related transactions to ensure that the accounting codes are appropriate in the associated cash receipts
- Analyzes the employer’s share of retirement contributions as they are received on the weekly payroll runs; accumulates the financial data related to the employer’s share of retirement contributions and the employer pick-up program from the run and from data provided by other staff members to prepare reports that reflect statewide activity on a monthly basis
- Responsible for calculating, summarizing and posting the expenditure transactions to the general ledger ensuring that the transactions are recorded accurately and timely so that the associated monthly financial reports are correct
- Analyzes procedures and methods related to the processing of arrearage billing and payments and submits proposed process changes to the Accounting Division Supervisor
- Performs or assists in the performance of the cash receipt function in a back up capacity to ensure that the statutory deposit requirements are met and maintained by the agency
- Performs other duties as required or assigned that are reasonably within the scope of the duties.
Accountant Advanced
State Employees’ Retirement System of Illinois
Springfield, IL
12.2009 - 01.2010
- Independently performs complex accounting and auditing work involving the preparation and verification of a variety of financial documents and posts to account books and records for the State Employees’ Retirement System, Judges’ Retirement System, General Assembly Retirement System and Social Security Unit
- Serves as a designated lead worker for two Accountants, an Account Technician II and an Account Clerk II, assigns and reviews work, providing guidance and training to assigned staff in the Accounting Division regarding Member Database transactions, advises the immediate supervisor regarding performance of staff and provides input regarding the completion of performance evaluations
- Responsible for reviewing detailed summary level reports generated from a variety of complex accounting systems and subsidiary ledgers, including, but not limited to the Accounts Receivable System and the Member Database
- Based on the analysis of these reports, and requested changes from other operational Divisions, responsible to submit updates to the Information Technology Division regarding the interoffice posting codes and other adjustments to members’ accounts
- Responsible for maintaining a complete set of general accounting books for the Accounting Division
- Maintain control totals for all transactions affecting the Accounts Receivable Database
- Responsible to analyzes and reconcile the integrated system reports to ensure the accuracy and timeliness of the information presented
- Responsible for reconciling posted transactions in subsidiary ledgers and other financial systems, making any necessary adjusting entries when required
- Ensures accurate and timely posting to the Accounts Receivable System and the Member Database when the posted transaction affects one or both of those systems
- Assists in the preparation of complex financial statements and reports, including but not limited to, the quarterly GAAP Accounts Receivable reporting, the Annual GAAP report, supporting schedules for the Comprehensive Annual Financial Report (CAFR) and the monthly Accounting Division report
- Assists in the analysis of the Accounting Division’s needs toward accomplishing the Agency’s goal and objectives
- Provides input to the Accounting Division Supervisor and Manager in regards to the examination of procedural changes including the conversion of automated financial operations and systems
- Performs other duties as assigned or required which are reasonable within the scope of my duties.
Accountant
State Employees' Retirement System of Illinois
Springfield, IL
02.2009 - 06.2009
- Responsible for preparing complex accounting and auditing of monthly reconciliation of cash receipts, expenditures, and other sources of income and expense between the Accounting Information System (AIS) and the Illinois Office of the Comptroller (IOC) reports
- These reconciliations are required to be prepared within a specified timetable determined by the Division Manager and Unit Supervisor
- Perform professional accounting tasks involving the maintenance of the back wage system and the preparation, summarizing, examination, and reconciliation of complex statements and financial reports for the Social Security Unit of the State Employees’ Retirement System
- Examines, summarizes and posts proper monthly service credit of back wage claims received from the Court of Claims, Department of Central Management Services and other administrative bodies while obtaining all pertinent information for the proper posting to the member’s account
- Examines and audits financial transaction data entered into the Accounting Information System (AIS) by co-workers and notify the co-workers of any changes/corrections necessary; examination includes validity of account distribution
- Organize payroll correction forms (form 1000) and reviews exceptions to pre-specified parameters, including back wage claims and reciprocal accounts
- Agency and/or employee billing statements are created from these form 1000’s and placed in the member’s file
- Follow up on the billing statements and make sure they are current
- Preserve the integrity and accuracy of the Social Security Data Base
- Adds and/or deletes entities from the Social Security Data Base
- Receives input from the district, regional and/or national office of the Social Security Administration concerning entity coverage status for discussion with Division Manager
- Collates draft responses for inquiries received from political subdivisions of the state and various federal agencies
- Assists Division Manager in the administration and implementation process of Social Security agreements under Section 218 of the Social Security Act including contact with various entities desiring coverage; prepares forms and correspondence between entities and Federal government; contacts and corresponds with State agencies for documents and statutory compliance
- Assists Division Manager in the administration of various sections of the Internal Revenue Code involving Medicare and social security coverage, corresponds and communicates with local units of government entities and State agencies impacted by the various sections of the tax code
- Prepares monthly reports of the Social Security Unit detailing the activity of entities entering into Section 218 agreements and detailing contact with the Internal Revenue Service for submission to the Executive Secretary
- Performs other duties as assigned or required which are reasonable within the scope of my duties.
Account Technician I
State Employees' Retirement System of Illinois
Springfield, IL
08.2007 - 01.2009
- Responsible for auditing and calculating benefit overpayments for all SRS benefit payments utilizing the historical payment information in comparison to benefit revisions due to various government offsets or recalculation due to changes in eligibility of benefits
- Post cash receipts to the Claims Arrearage accounts as received daily or monthly and auditing each account for accuracy on the Receivable System and Excel Spreadsheet
- Complete benefit reversals forms for each overpayment warrant record
- Input data from reversal forms
- Dictate and mail overpayment notification letters and monitors the tickler file system for proper follow up action to ensure receipt of money owed
- Answer telephone calls and assists office visitors relating to overpayment accounts
- Coordinates electronic fund transfer recalls with the State Comptroller when payments are processed in error for deceased annuitants; complete and submit s the required Warrant Action Request forms for payments pulled form vouchers and for escheated warrants due SRS
- Prepare delinquent accounts for referral to the State Treasurer's office or private collection agencies
- Perform other duties as assigned or required which are reasonable within the scope of my duties.
Education
Bachelor of Science - Accounting
Franklin University
Columbus, OH08-2011
Skills
- Staff Training
- Staffing
- Quality Management
- Operations Oversight
- Workflow Planning
- Customer Relations
- Policy Development
- Motivation
- Team Leadership
- Communication Skills
- Team Player
- Procedure Implementation
- Staff Motivation
Timeline
Executive II
State Employees’ Retirement System of Illinois
01.2018 - 04.2022
Executive II
State Employees’ Retirement System of Illinois
12.2017 - 01.2018
Pension and Death Benefits Technician II
State Employees' Retirement System of Illinois
03.2013 - 12.2017
Pension and Death Benefits Technician I
State Employees’ Retirement System of Illinois
11.2011 - 03.2013
Accountant
State Employees’ Retirement System of Illinois
04.2010 - 11.2011
Accountant Advanced
State Employees’ Retirement System of Illinois
12.2009 - 01.2010
Accountant
State Employees' Retirement System of Illinois
02.2009 - 06.2009
Account Technician I
State Employees' Retirement System of Illinois
08.2007 - 01.2009
Bachelor of Science - Accounting
Franklin University
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