Kathleen Cate
Bookkeeper/Business Consultant
Montpelier,VT
Summary
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll.
Overview
27
27
years of professional experience
4
4
years of post-secondary education
Work History
Substitute Teacher
East Montpelier Elementary School
09.2022 - Current
- Substituting on an as needed basis for grades K-6.
Self Employed Business Consultant
04.2017 - Current
- Working with businesses to get their books current, reconciliations, processing client statements, and calling clients who are behind on payment
- Preparing financial statements and working with their CPA’s to file State and Federal taxes
- Provide support in regards to financial situations, working with lawyers as needed when issues for delinquent client payments and equipment damaged.
Accountant/Bookkeeper/Archivist
Stone Environmental Inc.
03.2006 - 04.2016
- Responsible for timely accounting and financial reporting to Management
- Specific areas of responsibility include: banking and cash management; accounts payable; accounts receivable; preparation of monthly financial statements; reconciliation of payroll records; and coordination and consolidation of corporate budgets with information supplied by Project Managers
- Also acting as the travel coordinator for Stone’s field staff as well as setting up accounts for international travel
- Created an equipment tracking system for all billable equipment, and set the company up with fleet gas cards
- As Archivist, responsible for maintaining corporate archives per Stone Environmental’s Standard Operations Procedures
- Commended by supervisors and peers for revising policies and procedures in order to increase the efficiency of operations at Stone Environmental.
Staff Accountant
Batchelder Associates, PC
09.2005 - 03.2006
- Primary responsibilities are audits and taxes
- Other responsibilities include overseeing seven client accounts
- Client work as follows: accounts payable, accounts receivable, daily deposits, bank reconciliation, monthly financial statements, and invoicing
- Also assist with quarterly payroll filings and year end reports
- Recognized by my supervisor for my ability to complete quality work on time.
Accounting Assistant
Northern Power Systems
07.2004 - 09.2005
- Was in charge of processing expense reports, Purchase Order invoices, reconciling credit cards, pulling back up for check runs, processing ACH or Wire transactions, and handling vendor calls
- Created a new expense report format for the company
- Reconciled over 50 employee American Express cards
- Created new processes for the new After Market Sales Department
- Helped the company with internal audits for Sarbanes Oxley and ISO 9001, and assisted in following the guidelines for each
- Helped restructure the company’s purchase order process
- Recognized by my supervisor and peers for eagerness to learn, capacity to take on more tasks, and willingness to get the job done and meet deadlines.
Bookkeeper/Administrative Assistant
Gurney Brothers Construction
05.1997 - 07.2004
- Was in charge of accounts payable and receivable, and bank reconciliation
- Assisted with payroll, general ledger, and reception duties
- Set the company up on Quick Books Pro
- Commended by my supervisor for my eagerness to do and learn more, ability to multitask and get things done in a timely manner, as well as bringing in new technology to the company.
Education
Income Tax School -
UVM Extension
Burlington, VermontBachelor of Science in Business Management - Business Management
Plattsburgh University
Plattsburgh, New York 09.2000 - 05.2004
Skills
Software: Quick Books Pro, Great Plains Dynamics, Passport (Real World Technology), Microsoft Office XP (Word, Excel, Power Point and Access), Deltek FMS, Goldmineundefined
Timeline
Substitute Teacher
East Montpelier Elementary School
09.2022 - Current
Self Employed Business Consultant
04.2017 - Current
Accountant/Bookkeeper/Archivist
Stone Environmental Inc.
03.2006 - 04.2016
Staff Accountant
Batchelder Associates, PC
09.2005 - 03.2006
Accounting Assistant
Northern Power Systems
07.2004 - 09.2005
Bachelor of Science in Business Management - Business Management
Plattsburgh University
09.2000 - 05.2004
Bookkeeper/Administrative Assistant
Gurney Brothers Construction
05.1997 - 07.2004
Income Tax School -
UVM Extension
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