Tim Tate Email and Phone Number
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I have a diverse background in accounting and financial management with many years of my ‘hands on’ work passing certified audits. My experience includes management of growth from $10 million to $55 million in gross revenues and conversely, downsizing and returning a company to profitability and most recently, as Controller for a $250 million Fortune 500 subsidiary, in the recycling and steel industry. My philosophy is to not just report the results, but to interpret the data and communicate ways to improve operations and create positive change. I carry a positive, professional and flexible management style and will do ‘whatever it takes’ to get the job done. I believe in creating a dynamic culture and especially enjoy cultivating the talents within all employees. My focus is to continue to grow as a person, continue in advanced education, and to play a key role in a company by providing timely, accurate financial analysis to management to help achieve the company's strategic objectives.Specialties: Financial statement preparation and anaylysis, communication of results to operations managers. Budgeting, forecasting, cash flow management, internal controls, fraud prevention and regulation compliance. Banking relations. CPA and internal audit preparation. Strong supervision skills. General ledger maintenance. I have recent experience with 4 Microsoft Dynamics ERP systems. Great Plains, Navision, Dynamics AX, and Solomon. Experienced with Management Reporter, the financial reporting system that links to each of these ERP systems. Proficient with Avalara sales tax software and Concur expense reporting.
Action Solar
View- Website:
- actionsolar.com
- Employees:
- 52
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Action SolarSouth Jordan, Ut, Us -
Financial ControllerAction Solar May 2024 - PresentLehi, Utah, Us -
Financial ControllerCamofire Holdings, Llc Jan 2022 - Apr 2024Full Financial Controller responsibilities for an online retailing company. Including monthly preparation of financial statements with supporting analysis and maintain all G/L reconciliations in accordance with Generally Accepted Accounting Principles. Streamlined the data collection from multple online selling platforms and significantly reduced the monthly closing time from 30 to 10 days. Managed all bank reporting related to the company's Line of Credit banking covenants. Main liaison to the external auditing company, Tanner & Co. Managed the audit with zero adjustments to the trial balance. Managed the Sales & Use Tax collection and payement through the TaxJar system.
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Assistant Financial ControllerDelivery Solutions Of America Jan 2020 - May 2022Salt Lake City, Ut, UsPreparation of monthly financial statement package with detailed analysis and presented to the owners and upper management. Automated the manual entry of 350 weekly contractor invoices to fully utilizing the operating system so invoices are electronically processed and paid via direct deposit. This resulted in significantly reducing processing time an human error.Supervised and mentored the A/P and A/R staff with an emphasis on personal growth and cross-training. Prepared all documents related to the company's debt covenants. -
Financial ControllerPure Haven Jan 2018 - Jan 2020Johnston, Ri, UsManaged and streamlined the financial reporting process and enhanced the analysis to provide key information to the owners and Board members. Maintained a strong relationship with the company's financial institution through consistent and tactical communication. Managed an extremely tight cash-flow position in a declining sales environment. Coordinated with the Purchasing Agent to ensure payments were made to key vendors to keep manufacturing and operations flowing. Created ad-hoc analysis of operations to provide direction in decision making in capital expenditure spending and hiring. Hired, supervised and mentored the Finance staff including the Accounting Manager, A/P Clerk and HR Manager. -
Lead System Implementation ConsultantTct Consulting/Advanced Cfo May 2015 - Jan 2018Directed the implementation of Microsoft Dynamics Great Plains from no data in April to completed Financial Reports within 90 Days.Solely responsible for coordinating the processing of 4 months of data and implementing new accounting procedures to minimize the monthly close process (5 days) for 56 Fuel/Convenience store locations. Wrote financial statements (Balance Sheet & Income Statement) and other internal management reports using Microsoft Management Reporter. Presented all reports to the Board of Directors within 90 days from the start of the project. Managed change in organizational behavior and data processes and people's duties to shift from 40 years of IBM processing to Great Plains.
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Consultant-Clayton HoldingsTct Consulting May 2015 - Mar 2017Documented accounting processes and procedures in the Microsoft Dynamis Navision ERP system to facilitate centralization and training of the AP functions from Connecticut to Utah for Clayton Holdings. Transferred the financial operations of ValuAmerica using the Microsoft Solomon ERP system from Pennsylvania to Utah and assumed all month-end closing processes and financial statement preparation. Assumed the month-end processes using Microsoft Dynamics Great Plains including all G/L entries and reconciliations.
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Asst. Controller/Accounting Process DevelopmentLifevantage Corporation Jan 2011 - Apr 2015Lehi, Utah, UsPrepare international monthly promotion/incentive accruals, debt covenant calculations and foreign currency fluctuation analysis for 7 countries. MS Dynamics AX system set up of and maintenance of all international entities. Solely implemented Concur Expense reporting system and fully automated the recording of AMEX corporate card transactions. Sourced and implemented ATLAS/Globe software and automated data uploads into MS Dynamics/AX reducing data entry time of up to 8 hours per day. Selected as team member for an internal innovation/focus group strategic research (facilitated by Mardig & Co) and recommendations for Preferred Customer retention.Data migration management for a $200 million publicly traded multinational entity with primary focus on implementing and training the financial management team on Microsoft’s latest 2012 data mining and reporting tool, Management Reporter.Responsible for developing and designing financial reports for internal use and automating external/SEC document reporting formats.Ensure ERP implementation and document migration meets all SOX compliance and controls.Effectively identified and isolated significant software functionality issues and interfaced with certified Microsoft engineers to document troubleshooting alternatives and file cases with Microsoft’s for prompt resolutions.Management all functions of the AP department. Including the development of implementation of new pay process and other duties as assigned. -
Financial ControllerWestern Metals Recycling May 2003 - May 2011Hands on preparation of financial statements with revenues in excess of $250 million for 7 plants in 4 states. Compose detailed written analysis of monthly operations, expense variances and key performance indicators and other financial information to senior management and operations managers. Maintained all G/L account reconciliations including cash and inventory reconciliations for all plant locations. Developed and maintain a cost containment program with a quarterly review of expense variances with each plant manager. Managed change from privately held company to Fortune 500 company ownership.Prepare annual budgets for all plants with detail for 35 departments at 7 locations. Research of state regulated metals laws and presented to employees insure compliance and promote a culture of internal and external integrity. Develop and implement fraud controls. Develop and maintain company best practices, internal controls and SOX compliance.
Tim Tate Skills
Tim Tate Education Details
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University Of UtahBusiness Administration -
Salt Lake Community CollegeAccounting Major -
University Of UtahBusiness Administration
Frequently Asked Questions about Tim Tate
What company does Tim Tate work for?
Tim Tate works for Action Solar
What is Tim Tate's role at the current company?
Tim Tate's current role is Financial Controller/Implementation Consultant.
What is Tim Tate's email address?
Tim Tate's email address is tt****@****hoo.com
What schools did Tim Tate attend?
Tim Tate attended University Of Utah, Salt Lake Community College, University Of Utah.
What skills is Tim Tate known for?
Tim Tate has skills like Accounting, Finance, Financial Analysis, Forecasting, Internal Controls, Management, Managerial Finance, Budgeting.
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