Kelcey Tate

Project Accountant at SERA Architects
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Contact Information
us****@****om
(386) 825-5501
Location
Portland, Oregon, United States, US

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Experience

    • United States
    • Architecture and Planning
    • 100 - 200 Employee
    • Project Accountant
      • Sep 2021 - Present

    • United Kingdom
    • Civil Engineering
    • 700 & Above Employee
    • Billing Accountant III
      • Jun 2020 - Sep 2021

    • United States
    • Information Services
    • 700 & Above Employee
    • Jr. Staff Accountant
      • Nov 2017 - Jun 2020

      · Assist in drafting and prepping project deliverables and support the team in project production. · Analyze documents to assist Staff and Senior Accountants in account statement analysis, financial document analysis, lease analysis, ownership determination, and recommended action proposal. · Assist in production of Recommended Action Forms (RAF), financial, and supporting documents for approval to the Bureau of Indian Affairs (BIA) agency to distribute residuals. · Update SDA databases as needed for tracking, documents, offsets and distributions. Show less

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Premium Billing Analyst II
      • Oct 2015 - Oct 2017

      · Researched monthly billing discrepancies for the New Mexico Health Exchange Groups and communicated with health account managers to fix errors. · Managed all Individual Health Plan accounts with responsibility for auditing, billing errors, cash reconciliation, accounts payables and receivables. · Monitored cash processing functions by posting daily cash, making account adjustments, and facilitating refunds made for all lines of business including groups, individual, and Medicare members. Show less

    • Program Assistant
      • May 2015 - Aug 2015

      • Handled budgets, created expense documents by entering data into QuickBooks. • Analyzed previous expenses and prepared budgets with a CPA licensed accountant. • Communicated with parents of students and companies interested in making donations to the foundation. • Handled budgets, created expense documents by entering data into QuickBooks. • Analyzed previous expenses and prepared budgets with a CPA licensed accountant. • Communicated with parents of students and companies interested in making donations to the foundation.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Student
      • Aug 2011 - Apr 2015

      • 3.77/4.0 GPA Summa cum laude. • Classes included financial accounting, Intermediate I & II, and advanced accounting, and other well-rounded college subjects • 3.77/4.0 GPA Summa cum laude. • Classes included financial accounting, Intermediate I & II, and advanced accounting, and other well-rounded college subjects

    • Nonprofit Organization Management
    • 1 - 100 Employee
    • Golf Coach
      • May 2013 - Aug 2014

      • Worked on a team to encourage young Native American youth on healthy eating and exercise. • Created budgets and plans to ensure success for events such as a charity golf tournament, community health awareness events, and youth camps. • Designed customized practice plans for each age division, applied plans, and improved original plans to ensure understanding of healthy concepts. • Worked on a team to encourage young Native American youth on healthy eating and exercise. • Created budgets and plans to ensure success for events such as a charity golf tournament, community health awareness events, and youth camps. • Designed customized practice plans for each age division, applied plans, and improved original plans to ensure understanding of healthy concepts.

Education

  • Grand Canyon University
    Master of Business Administration - MBA, Finance, General
    2017 - 2020
  • Grand Canyon University
    Bachelor of Science (B.S.), Accounting
    2011 - 2015

Community

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