JACQUELINE J. TATE
City Of Saint Peters
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. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
17
17
years of professional experience
Work History
Accounts Payable Coordinator
Safety National Casualty Corporation
12.2022 - 11.2023
- Compute, classify, and record numerical data to keep financial records complete
- Update 1099 able information for all vendors
- Complete online ACH & EFT payable daily
- Coordinated with other departments as needed for approval or clarification on invoiced items, promoting effective cross-functional collaboration throughout the organization.
- Floqast
- Completed month-end closings with journal entries and reconciling accounts.
- Streamlined invoice processing by implementing an efficient filing system.
- Managed vendor relationships, ensuring prompt responses to inquiries and resolving disputes.
- Facilitated timely payments by monitoring accounts payable aging reports and prioritizing high-risk items.
- Ensured accuracy of financial records by identifying and correcting discrepancies in invoices and purchase orders.
- Enhanced internal controls by developing and implementing policies and procedures for accounts payable activities.
- Assisted with month-end closing tasks, ensuring timely completion of financial statements.
- Supported audit processes, gathering necessary documentation to ensure compliance with company policies and regulations.
- Reduced manual data entry errors through implementation of automated invoice processing software.
Timberland Partners
01.2019 - 01.2022
Property Manager
Grand Central at The Junction
01.2020 - 01.2021
- Oversee day-to-day operations of a 180 unit property
- Call prospective residents for onsite tours
- Assist in maintaining and managing the new acquisition warranty work
- Handle scheduling for 5+ vacant apartment make readies per month; maintenance, paint, carpet, vinyl, resurfacing and cleaning
- Manage Yardi Reports; Box Score Summary, Conversion Ratios, Budget Comparison
- Delinquency Summary, Unit Availability Details, Make Ready Completion Analysis
- Inspect units for move out damages and assess any charges; 5 unit inspection average per month
- Advise and train 1 leasing consultant to sustain a 56% closing/sales ratio
- Recorded financial transactions and reconciled accounts in management software to generate financial statements for pro-forma
- Payroll completion twice a month for all check request, petty cash request and capital project request
- ADP & UKG Knowledge
- GLRO pricing meetings once a week.
Assistant Property Manager
Pelican Cove Apartment, Florissant
01.2019 - 01.2020
- Assisted in maintaining a 98% occupancy and .01% delinquency of a 402 unit property
- Handled rent collections/evictions, daily deposits, prioritized maintenance requests
- Created monthly marketing plans and events for resident retention
- Designed and organized company mailers targeted toward prospective residents.
Property Manager
Baxter Crossings
01.2013 - 01.2019
- Oversee day-to-day operations of a 694 unit property
- Screen and interview Leasing Agents for 9 properties
- Call prospective residents for onsite tours
- Assist in maintaining and managing interior renovation project of 16+ units per month, 310 units completed
- Handle scheduling for 35+ vacant apartment make readies per month; maintenance, paint, carpet, vinyl, resurfacing and cleaning
- Manage Yardi Reports; Box Score Summary, Conversion Ratios, Budget Comparison
- Delinquency Summary, Unit Availability Details, Make Ready Completion Analysis
- Inspect units for move out damages and assess any charges; 35 unit inspection average per month
- Advise and train 4 leasing consultants to sustain a 42.3% closing/sales ratio
- Recorded financial transactions and reconciled accounts in management software to generate financial statements for pro-forma
- Analyzed and visualized financial data to create and deliver a yearly budget to Senior Management
- Budget Management
- Yearly insurance and W-9 updates on all vendors
- Payroll completion twice a month for all check request, petty cash request and capital project request
- General Accounts Payable processes and management
Midwest Diversified Properties
01.2007 - 01.2019
Assistant Property Manager
Cherry Creek Apartment Homes
01.2010 - 01.2013
- Assisted in maintaining a 98% occupancy and .01% delinquency of a 172 unit property
- Handled rent collections/evictions, daily deposits, prioritized maintenance requests
- Created monthly marketing plans and events for resident retention
- Designed and organized company mailers targeted toward prospective residents.
Leasing Consultant
Remington Apartment Homes
01.2007 - 01.2010
- Established strong bonds with residents by resolving complaints and inquiries by maintaining a 45% retention rate
- Maintained a 55% closing ratio
- Answered phone calls of prospects and residents, processed applications and created leases
Education
Real Estate Sales Exam -
Education Systems
2016
Bachelor of Science - Business Administration
Lindenwood University
2010
Skills
- Outbound Calls
- Critical Thinking
- Bill Auditing
- Vendor Relationship Management
- Employee Timesheet Processing
- Payment Tracking
Timeline
Accounts Payable Coordinator
Safety National Casualty Corporation
12.2022 - 11.2023
Property Manager
Grand Central at The Junction
01.2020 - 01.2021
Timberland Partners
01.2019 - 01.2022
Assistant Property Manager
Pelican Cove Apartment, Florissant
01.2019 - 01.2020
Property Manager
Baxter Crossings
01.2013 - 01.2019
Assistant Property Manager
Cherry Creek Apartment Homes
01.2010 - 01.2013
Midwest Diversified Properties
01.2007 - 01.2019
Leasing Consultant
Remington Apartment Homes
01.2007 - 01.2010
Real Estate Sales Exam -
Education Systems
Bachelor of Science - Business Administration
Lindenwood University
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