Kristie Tate
Phoenix,AZ
Summary
Experienced Supervisor/Senior Accountant successful at cultivating effective working relationships at all levels while driving improvements to budget administration, expense tracking and forecasting of future financial needs. Proven track record of performing work ethically while maintaining integrity of all financial data.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Community Accountant Supervisor/Senior Community Accountant II
CCMC
05.2018 - Current
- Prepare monthly Financial Statements for assigned communities
- Analyze monthly transactions and complete narratives for Community Manager
- Work closely with Community Mangers, VP and department Leadership
- Mentor team of 7 employees
- This includes, but is not limited to, train on department processes, system knowledge and accounting procedures
- Assist my team to complete all contracted deadlines whether that be completed Financials or direct efficiencies to meet deadlines.
Community Accountant
CCMC
09.2015 - 05.2018
- Prepare monthly Financial Statements for assigned communities
- Reconcile monthly revenue, complete bank reconciliations, and prepare monthly accruals
- Analyze monthly transaction and complete narratives for Community Manager
- Work closely with Community Manager to complete all financial request
- Work with Annual Audit team to complete yearly audits.
Financial Analyst
Scottsdale Insurance Company
06.2001 - 06.2005
- Compile month Financial Statements for upper management
- Analyze actual financial data with budget and forecast data
- Prepare action plan for all departments to control expenses
- Complete projects as brought to the department
- Work closely with all departments to prepare annual budget
- Set up and maintained disaster recovery plan for the company.
General Accountant
Scottsdale Insurance Company
12.1994 - 05.2001
- Initially hired as a General Accountant III responsible for reconciling various general ledge accounts, including bank accounts, claims system to general ledger, and investments income
- Promoted to General Accounting Supervisor after 10 months
- Manage five employees working with accounts payable, cash receipts and general ledger
- Review work and workload of each employee
- Maintain general ledgers for four companies.
Financial Accounting
Blue Cross and Blue Shield of Arizona
06.1989 - 08.1994
- Responsible for reconciling bank Accounts, processing returned checks and finalizing monthly cash receipts and disbursement transactions
- Complete monthly revenue forecast, and other accounting functions through issuing financial statements
- Manage fixed asset system
- Maintain all bank accounts and various account reconciliations, including operating and claims expense
- Continually achieving notable success in accounting and computer knowledge.
Education
Bachelors of Arts in Business Administration - Accounting
Arizona State University
01.1993
Bachelor of Science in Business Administration - Financial Management
University of Montana
01.1988
Skills
- Certified Public Accountant (CPA)
- Village Management Softwae
- Concur
- Jenark
- Microsoft Office Suite
- Staff Training and Development
- Accounting Software Proficiency
Certification
Certified Public Accountant, 04/1996
Timeline
Community Accountant Supervisor/Senior Community Accountant II
CCMC
05.2018 - Current
Community Accountant
CCMC
09.2015 - 05.2018
Financial Analyst
Scottsdale Insurance Company
06.2001 - 06.2005
General Accountant
Scottsdale Insurance Company
12.1994 - 05.2001
Financial Accounting
Blue Cross and Blue Shield of Arizona
06.1989 - 08.1994
Bachelors of Arts in Business Administration - Accounting
Arizona State University
Bachelor of Science in Business Administration - Financial Management
University of Montana
Similar Profiles
Sheri McDougleSheri McDougle
Cardiac Data Specialist at CCMCCardiac Data Specialist at CCMC
JAIYAJEEVAN MATHIALAGANJAIYAJEEVAN MATHIALAGAN
Scoring and Umpiring at CCMCScoring and Umpiring at CCMC
Elfego Emmanuel Arce AguirreElfego Emmanuel Arce Aguirre
Accounts Receivable Administrator at CCMCAccounts Receivable Administrator at CCMC
Barbara ReineckBarbara Reineck
Staff RN at CCMCStaff RN at CCMC
Alexandra BerryAlexandra Berry
Service Coordinator at Presidential Pools, Spas & PatioService Coordinator at Presidential Pools, Spas & Patio