Kara Tate Email & Phone Number

St. Louis, Mo, Us

- Manage and lead a team of inventory accountants and contractors to ensure work is completed accurately, timely, and efficiently- Analyze P&L and balance sheet activity to ensure and maintain accuracy and proper reporting- Actively cross-training end to end in Rebates and Agency Accounting since August 2023- Work directly with internal and external auditors on a monthly, quarterly, and annual basis to ensure standards are met - Led multiple process improvement and efficiency… Show more - Manage and lead a team of inventory accountants and contractors to ensure work is completed accurately, timely, and efficiently- Analyze P&L and balance sheet activity to ensure and maintain accuracy and proper reporting- Actively cross-training end to end in Rebates and Agency Accounting since August 2023- Work directly with internal and external auditors on a monthly, quarterly, and annual basis to ensure standards are met - Led multiple process improvement and efficiency projects across various ERP systems- Advise direct reports, team members, and other departments in proper accounting techniques and policies- Mentor direct reports and supervisors through their professional development- Identify risks in accounting processes and implement improvements- Reputation to provide cross-training, subject matter support, and mentorship to other department leaders Show less

- Managed and led a small team of inventory accountants- Work with auditors on a monthly, quarterly, and annual basis to ensure standards are met- Identify risks in accounting processes and implement improvements

- Analyzed and reconciled monthly and quarterly activity impacting the P&L and balance sheet to ensure accuracy and proper reporting - Managed internal yearly count audits for over 2,300 branches, coordinating between accountants, management, and auditing staff to ensure compliance with company policies- Led projects to help enhance and grow business while simultaneously striving to find areas of efficiency- Implemented system and process enhancements to produce cleaner data and… Show more - Analyzed and reconciled monthly and quarterly activity impacting the P&L and balance sheet to ensure accuracy and proper reporting - Managed internal yearly count audits for over 2,300 branches, coordinating between accountants, management, and auditing staff to ensure compliance with company policies- Led projects to help enhance and grow business while simultaneously striving to find areas of efficiency- Implemented system and process enhancements to produce cleaner data and more accurate reporting- Analyzed and corrected systematic variances between back-office systems to ensure proper financials and reporting Show less

Loveland, Colorado

- Analyzed cost, revenue, COGS impacts, and inventory movement to ensure accuracy and compliance with company policies- Developed complex journal entries based on analysis of inventory and the general ledger- Reconciled capitalized freight balances on P&L- Completed monthly reclass and accruals- Worked directly with branch personnel to correct any errors with invoicing, costing, and other accounting specific items- Managed SOX compliance to ensure reports are collected… Show more - Analyzed cost, revenue, COGS impacts, and inventory movement to ensure accuracy and compliance with company policies- Developed complex journal entries based on analysis of inventory and the general ledger- Reconciled capitalized freight balances on P&L- Completed monthly reclass and accruals- Worked directly with branch personnel to correct any errors with invoicing, costing, and other accounting specific items- Managed SOX compliance to ensure reports are collected, standardized, and completed in accordance with company policies- Assisted Regional Finance Managers and Analysts in researching inventory transactions resulting in questionable margins or inventory levels- Assisted in testing new reports and projects- Led a COGNOS testing project and successfully brought the changes to production Show less

Loveland, Colorado

- Review gross profit margin analysis for accuracy and proper reporting of cost of goods sold and revenue- Purchase price variance report analysis to ensure P&L impacts are accurate, work directly with Accounts Payable if corrections are needed- Completed yearly count audit data entry for multiple regions within the company- Worked directly with branch personnel to have them correct any errors with their purchase orders, receivers, invoices and other branch cost and accounting… Show more - Review gross profit margin analysis for accuracy and proper reporting of cost of goods sold and revenue- Purchase price variance report analysis to ensure P&L impacts are accurate, work directly with Accounts Payable if corrections are needed- Completed yearly count audit data entry for multiple regions within the company- Worked directly with branch personnel to have them correct any errors with their purchase orders, receivers, invoices and other branch cost and accounting specific items Show less

- Managed and processed over 3 million annually in new loans- Supervised and trained other service counselors in two different locations- Collaborated with two other service counselors to develop and maintain positive relations with over 1,500 clients

- Personal Service Counselor, process loans and assist members with any questions they may have on their account. Including but not limited to ACH transactions, direct deposit, payroll allocation and auto-pay. - Work daily to complete tasks in a timely permitted manor and in an extremely accurate manor. - Privacy, accuracy and speed were very important in this position.

- Front line teller, handled cash transactions for members, answered any questions they may have as well as cross-selling products to help better their experience at the Credit Union.

Master Of Science In Accountancy, Accounting

Bachelor Of Business, Accounting

Associate Of Arts (A.A.), Associates In Arts