CHAMESE R.

JARRETT, CPA
21 Sedge Court
Pataskala, Ohio 43062
cjb7ec1c@westpost.net
(740) 964-1226
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SENIOR-LEVEL FINANCE PROFESSIONAL
Tax and audit expert with 15+ years of management experience and a proven record
of success establishing and leading high-performance teams, creating first-time
financial and operating infrastructures, instituting solid internal controls, a
nd identifying optimal risk management methodologies. Strategically plan, coordi
nate, and execute projects impacting enterprise-wide operations, conducting orga
nizational reviews to identify initiatives with the strongest return on investme
nt. Cultivate consultative relationships with internal and external stakeholders
, acquiring a deep understanding of key business practices to fuel identificatio
n of process and system improvement opportunities.
Core Skill Areas:
* Internal Control Design
* Best Practices Identification
* Problem Solving & Analysis
* Mission-Critical Objectives
* Risk Assessment & Mitigation
* Audit Management & Reporting
* Sarbanes-Oxley (SOX)
* Legislative Compliance
* Local, State, & Federal Tax Law
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PROFESSIONAL EXPERIENCE
NATIONWIDE, Columbus, Ohio, 1994 - present
Senior Finance Business Consultant (2008-present)
Director, Project Management (2005-2008)
Serve as a strategic business liaison working with diverse internal stakeholders
, identifying organizational needs, defining priorities, and facilitating the ma
nagement of million-dollar quality-focused projects with as many as 300 contribu
tors. Impact enterprise-wide operations as senior finance business consultant-ex
clusively focused on in-retirement business in director role-working with partne
rs to map requirements, design solutions, spearhead change management, and overs
ee training and implementation phases. Facilitate quarterly brainstorming sessio
ns to review department-specific, service line-related, and enterprise-wide need
s, working with senior leaders to isolate issues with high ROI potential. Create
processes and procedures to streamline operations and generate increased effici
encies.
Select highlights include:
* Created a first-time project prioritization process to drive funding and resou
rce allocation; performed in-depth issue assessment and cost benefit analysis to
measure the organizational impact of each potential project. Created a "top 10"
list out of 50+ potential engagements and served as the key liaison during exec
ution.
* Improved accuracy of expense and liability records and ensured compliance with
governing guidelines, through implementation of a business model change to migr
ate from an allocation model to an assignment approach for recording Contingent
Liability reserves and payments.
* Expedited the close schedule and heightened overall reporting accuracy, by sec
uring a 65% reduction in cost pool size and a 60% reduction in time to consume t
he cost pool, results of an effort to ensure expenses were recorded in an accura
te and appropriate manner.
* Increased team-wide competencies through the development of a training program
focused on teaching new associates the intricacies of allocation-related functi
ons; program was delivered to 100+ team members and archived for future use in t
he on-boarding of new associates.
* Identified an opportunity to create an automatic IRA rollover program, fueling
$20M in asset retention, while also thwarting costly third-party administration
and reporting fees associated with small dollar pension plan balances. Develope
d the investment vehicle, created related communications, and ensured regulatory
compliance.
* Played an instrumental role in creating a licensed call center offering financ
ial sales and service to associates and customers over the phone. Increased reve
nue for Life products by providing plan participants with on-demand access to pr
oduct information and expert advice.
Central Services Director, Pension Operations (2003-2005)
Managed a $2 million budget and directed a team of 10 management personnel-with
75 indirect reports on 10 teams-who oversaw diverse business areas related to Pe
nsion Plan Administration: PPA approval/removal, investment fund administration,
underwriting, financial reporting, training, service partner consulting, contin
uous improvement, project management, communications, web and pc support, and th
e call center.
Select highlights include:
* Served as pivotal in the development of Nationwide Financial's Marketing Depar
tment, stepping outside of the traditional operations role to perform due dilige
nce in the analysis of the existing infrastructure and development of key proces
ses, systems, and roles to create what exists today.
* Cultivated customer relations by working with 300+ TPAs to create a noncompeti
tive relationship, along with critical access to and sharing of customer data, w
here both parties benefited from the direct marketing of Nationwide's investment
vehicles to existing plan participants.
* Improved efficiencies surrounding new business setup and underwriting by 20% b
y eradicating dated processes and taking the system paperless. Reallocated 10 of
the 25 existing underwriters to different departments, solidifying relationship
s with TPAs by placing SMEs on different teams around the organization.
* Created an automatic IRA rollover program that generated $10M in new business
annually, paving the way for future product development efforts and $20M in asse
t retention in later role.
Manager, Internal Audit (1994-2003)
Planned and oversaw the execution of local, national, and international audits,
overseeing the audit team and directing the allocation of audit-specific and a $
1M department budget. Created a development program to identify and train staff
auditors to take the lead in internal audit engagements.
Select highlights include:
* Designed a risk assessment model used to identify risks and key controls for L
ife, Finance, and Investment lines; model was later used as the framework for th
e deployment of Sarbanes-Oxley systems.
* Established reporting protocols and formats for all audits and oversaw key eng
agements such as the audit of the National Office of the United Way of America.
Additional Experience:
Senior Auditor - Crowe Chizek and Company, Columbus, Ohio (1992-1994)
Staff Auditor - Deloitte and Touche, Columbus, Ohio (1990-1992)
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EDUCATION & CERTIFICATIONS
Bachelor of Arts in Accounting * CAPITAL UNIVERSITY, Bexley, Ohio
Certified Public Accountant * Series 6 License
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COMMUNITY INVOLVEMENT
Founding Board Member & Past Treasurer * Increase Community Development Corpor
ation
Board Member * Ohio Reclamation Board