1. NORMAN A. TATE
Tate.normana@gmail.com ~ (619) 200-5119
OVERVIEW: Accountant (30+ yrs) with budget analysis, internal audit, fund accounting, full
charge bookkeeping and tax preparation experience seeks Budget Analyst
responsibilities.
EDUCATION: Bachelor of Science in Finance
UNIVERSITY OF DETROIT (Detroit, Michigan)
Payroll Administration Course
San Diego City College (Spring 2011)
COMPUTER SKILLS: Oracle, IBM Mainframe, MAS90, Solomon, Quick Books (Pro /
Enterprise), Windows XP, Adobe Reader, Microsoft Office Suite, Internet
Explorer, Google Chrome
EXPERIENCE:
2015
Budget Analyst/Accountant Psychiatric Centers at San Diego
• Perform professional accounting and budgetary work involved in establishing, analyzing,
auditing, reconciling and maintaining financial records.
• Prepare a variety of financial and statistical reports and statements.
• Review, audit, analyze, reconcile and adjust designated accounts and assure compliance with
GAAP guidelines, rules, regulations and procedures.
2011 – 2015
Accountant Grace Covenant Christian Church
Provide part-time (10 hrs/wk) assistance to maintain financial records using Quick Books to record
activity and reconcile accounts receivable / payable & credit card ledgers, reconcile bank statements
monthly, and prepare and issued billings for facility usage.
2013 & 14 (Tax Season Jan-Apr) P & L Financial LLC, d/b/a
Branch Manager Jackson – Hewitt Tax Service
Highlights:
• Supervise three tax preparers in a Jackson Hewitt Tax Service franchised office.
• Randomly review client tax returns for IRS and CA State compliance.
2007 – 2011 County of San Diego
Project Accountant Auditor & Controller Department
Responsible for recording financial activity and budget analysis for 33 fund accounts related to $550
million capital improvements program; implementation of $2 million in annual commercial rent
schedules, recording monthly rent payments in Oracle, and internal allocation of state tax sharing
revenue.
2005 – 2007 University of California San Diego
Accountant Temporary Employment Services
Assigned by university to fill accounting vacancies on temporary basis in various departments, of note:
• Successfully performed reconciliation of backlogged student Accounts Receivable ledger for
Student Wellness Clinic.
• Accomplished 90-day replacement of Accounts Receivable / Billing Clerk on maternity leave
for Intellectual Property Transfer Department.
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2. NORMAN A. TATE
Tate.norman.2014@gmail.com ~ (619) 200-5119
2004 – 2005
Accountant Center for Children San Diego
2002 - 2004
Accountant Veteran Village of San Diego
Responsible for Accounts Receivable & Billing functions, including reconciling ledger, issuing
invoices, bank deposits, petty cash disbursement, maintaining customer relationships; assisted with
monthly journal entries, month-end close, financial statements, and budget-to-actual analysis.
1980 – 2001 City of Detroit – Detroit, Michigan
(Retired)
1994 – 2001 Detroit Resource Recovery Agency
Accountant
Responsible for supervision of Accounts Receivable, Accounts Payable, monthly analysis of General
Ledger accounts, and integrity of financial statements in accordance with General Accepted
Accounting Principles (GAAP), preparing annual audit schedules for external audit review and
quarterly budget-to-actual analysis of key accounts using Solomon IV accounting software.
1990 – 1994 Office of the Auditor General
Accountant / Internal Auditor
Responsible for:
• Internal control analysis of decentralized accounting units to determine reliability and integrity
of departmental accounting workflow processes.
• Annually assigned to analyze fiscal year budget estimates of specific departments for variances,
accuracy and completeness using departmental data and interviews of key personnel.
1986 - 1990 Tax Assessors Office
Accountant/Field Auditor
Perform audit examination of commercial taxpayer’s records to determine the validity and accuracy of
personal property tax filings.
1985 - 1986 Water & Sewerage Department
Accountant
Conduct internal control review of use of US EPA grant funds through from 1960 to1980.
1980 - 1985 Employment & Training Dept.
Accounting Specialist
Prepare and maintain fixed assets and supply inventory records.
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