Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Narkeithia N. Tate

Spring

Summary

Senior Account Executive with extensive experience at TLJ Professional Services Inc., specializing in financial management and tax preparation. Achieved a 30% increase in operational efficiency through process optimization. Proficient in ADP and Oracle PeopleSoft, with expertise in staff training and delivering exceptional customer service. Strong background in accounts receivable and payable management.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Senior Account Executive

TLJ Professional Services Inc.
01.2018 - Current
  • Lead financial operations including accounts payable/receivable, tax preparation, and bookkeeping for diverse clientele.
  • Manage client billing, invoice processing, account reconciliation, and financial documentation electronically.
  • Train staff on tax software systems and maintain updated tax records for individual and business clients.
  • Coordinate client contracts and oversee customer account inquiries with a focus on accuracy and timely response.
  • Streamlined invoice tracking and document management system, increasing operational efficiency by 30%.
  • Provided leadership in onboarding and training initiatives for financial systems upgrades.

Office Manager

TTopp Notch Services Inc.
10.2021 - 01.2025
  • Directed daily administrative and financial operations, overseeing full-cycle accounts payable and vendor management.
  • Managed payroll processing via ADP, coordinating employee benefits enrollment and support.
  • Developed office policies and streamlined workflows to ensure HR compliance.
  • Maintained budgets, tracked project expenses, and prepared financial reports for leadership review.
  • Supervised front office staff while managing vendor relationships and scheduling.
  • Acted as liaison among contractors, project teams, and executive leadership to achieve organizational objectives.
  • Introduced digital filing and invoice approval system to enhance payment tracking and reduce delays.
  • Led office relocation project while implementing inventory tracking system to improve operational efficiency.

Human Resources Director

Dreway LLC
01.2017 - 12.2023
  • Directed all company operations, overseeing financial management, HR, vendor relations, and strategic planning.
  • Managed full-cycle payroll, benefits administration, onboarding/offboarding, and staff development initiatives.
  • Ensured financial reporting accuracy by managing budgets and handling accounts payable and receivable.
  • Developed and enforced company policies while resolving complex employee relations issues.
  • Led recruiting strategies to enhance team productivity and maintain a strong workforce.
  • Scaled operations successfully, improving profitability through financial restructuring and cost-saving measures.
  • Cultivated a collaborative culture that increased team engagement and retention.
  • Created orientation and training programs for new hires to ensure successful integration.

Letter Carrier

United States Postal Service (USPS)
09.2016 - 12.2017
  • Delivered mail and packages to residential and business addresses on an assigned route, ensuring accuracy and timely service.
  • Managed delivery schedules and handled correspondence in a professional manner.
  • Conducted daily vehicle inspections and ensured proper handling of mail and packages to avoid damage.
  • Maintained accurate delivery records and ensured proper sorting of mail for various destinations.
  • Assisted customers with inquiries and provided additional services such as package tracking and special deliveries.
  • Operated delivery vehicles in compliance with safety regulations.
  • Maintained a high level of customer satisfaction with on-time delivery and accurate mail handling.
  • Recognized for efficiency in completing routes ahead of schedule while maintaining high accuracy.

Social Services Program Assistant III

Employment & Human Services Dept
03.2002 - 12.2015
  • Coordinated public assistance services while leading front-line staff to enhance service delivery.
  • Maintained client records, ensuring compliance and providing timely program updates.
  • Cultivated community relationships to facilitate diverse client referrals and resource access.
  • Assessed clients for neglect and abuse, compiling documentation for court hearings.
  • Documented thorough case histories and authored detailed reports on client progress.
  • Evaluated individual client needs, addressing concerns with targeted interventions.
  • Formulated tailored treatment plans based on needs assessments and psychosocial evaluations.
  • Referred clients to community resources for mental health services and support.

Human Resources Pay Analyst Supervisor

Kaiser Permanente People Solutions
09.1998 - 03.2002
  • Conducted pay analysis and payroll adjustments within high-volume corporate environment.
  • Coordinated benefit administration activities, including enrollments, changes, and terminations.
  • Facilitated training sessions for new employees on company policies and procedures.
  • Maintained accurate personnel records in HRIS system to ensure compliance.
  • Supported candidates throughout application processes while managing inquiries and background checks.
  • Ensured workplace safety compliance by delivering mandatory training to all staff members.
  • Provided essential HR support to address individual employee needs effectively.

Education

Associate of Arts - Business Administration And Management

Contra Costa College
San Pablo, CA
05-1996

High School Diploma -

John F. Kennedy High School
Richmond, CA
06-1992

Skills

  • ADP and Oracle PeopleSoft
  • Microsoft Office Suite
  • Tax software proficiency
  • Financial management
  • Tax preparation
  • Account servicing
  • Staff training and development
  • Vendor management
  • Customer service excellence
  • Accounts payable and receivable
  • Payroll administration
  • Office administration

Certification

  • Licensed Insurance Agent
  • Certified Grief Counselor
  • Certified Tax Preparer
  • Certified Bookkeeper
  • Business Grammar & Proofreading
  • Communicating with Diplomacy & Tact

References

References available upon request.

Timeline

Office Manager

TTopp Notch Services Inc.
10.2021 - 01.2025

Senior Account Executive

TLJ Professional Services Inc.
01.2018 - Current

Human Resources Director

Dreway LLC
01.2017 - 12.2023

Letter Carrier

United States Postal Service (USPS)
09.2016 - 12.2017

Social Services Program Assistant III

Employment & Human Services Dept
03.2002 - 12.2015

Human Resources Pay Analyst Supervisor

Kaiser Permanente People Solutions
09.1998 - 03.2002

Associate of Arts - Business Administration And Management

Contra Costa College

High School Diploma -

John F. Kennedy High School

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