Jonathan Tate Resume

Accomplished management professional with broad background including Big 4 accounting, regional public firms, management, LEED, consulting, operations, and corporate environments. Experienced with a wide range of management operations, analysis, cost controls and budgets, finding business opportunities, CMMS systems, and implementing process improvements for internal efficiencies.

Management experience includes: Always becomes the “go to” person for operational and management issues, SAP usage, peer reviews, and interviewing for new hires. Solid background in managing client engagements. Gained international business experience training senior financial analysts in Buenos Aires.

Led training sessions on Maximo/NCMMS systems, budgeting, forecasting, pricing, revenue recognition, P&L reporting, financial planning, and analysis. Worked with financial systems and databases to streamline reporting. Served as lead team member to work with the external auditors (KPMG). Implemented CMMS Systems for the government, both new systems and conversions.

BEN FITZGERALD REAL ESTATE SERVICES, LLC dba Rosemark, Tyler, TX     2011 – Present

Provider of property/facility management to Federal buildings nationwide

Vice President, 2015 – Present

Oversight of IT & Accounting Operations. Business Development and proposal writing. Contract Management oversite for existing operations.

CMMS (Maximo) full system implementations for US Army & Customs Border Patrol

Project Manager of Operations – Capital Metro Transit Authority, 2012 – 2014

Managing and leading a team of 3 Industrial Technicians, 1 supervisor, and 1 Quality Control Manger (5 total). Actively manage the contract between Rosemark and customer. Conduct weekly Quality Control Inspections. Manage on-site relations with customer. Price, manage, and bill all extra work between Rosemark and Capital Metro. Ensure compliance with environmental regulations and all safety standards at the facility.

Project Manager of IT Services, 2011 – 2012

Project Manager for the informational and technology services for the company.  Helped lead the department in its internet marketing and other computerized functions.  Assisted the regional offices with the informational technology problems that surface in the normal day to day operations at each of their facilities.  Troubleshoot and resolve other operational issues within the company.

 

FUELQUEST, Houston, TX         2010 – 2011

Privately held web-based supply chain management for fuel suppliers, distributors, and buyers in global downstream energy

Operations Manager, 2010 – 2011

Supervising and leading 9 Operational Specialists, analyzing the purchasing/accounts payable/logistics functions for particular customers (Fortune 500/Global 1000 types) via reconciling invoices and product deliveries and providing timely resolution of any differences. Assisting with customer contract management ascertaining compliance on a timely basis. Leading and facilitating weekly meetings with customers and act as an escalation point for issues.

 

FARMER, FUQUA & HUFF P.C., Plano, TX     2008 – 2010

          Local CPA firm providing tax, audit and consulting services

Auditor, 2008 – 2010

Audits, tests, tracks, proofs and foots 10Q and 10K financials of 2 real estate corporations, including several properties on a stand-alone basis that are part of consolidated entity. Largest company has $140M in annual revenue and $1.6B in total assets. Completes audits of 401(k) plans with up to $10M in total assets.
Experienced leading an Overhead consulting project and inventory observations.

                                                    

ACCENTURE, Irving TX   2005 – 2008

Global firm specializing in consulting and outsourcing services for large and middle market companies

Client Financial Management Specialist, 2007 – 2008

Promoted to provide financial support to 30+ contracts, encompassing monthly net revenues of over $4.2M. Worked with engagement executives to set up and coordinate projects, financial management processes, tools, and reporting structure. Analyzed financial results for engagement teams, clients, and internal managers.

Managed pricing contracts under $10M in total revenue, including monthly, quarterly and annual budgeting and forecasting. Performed budgeting, forecasting, cost analysis and pricing, revenue recognition, and internal controls compliance. Supervised up to 4 CFM Analysts per engagement, including one in Argentina.

Increased profitability over 2 years for $148M contract. Increased collections, receivables, implemented

pre-billing, and obtained add-on work.

 

Client Financial Management Analyst, 2005 – 2007

Assisted with preparation of engagement, project, and program reporting. Monitored engagement financial status, capital assets, and technology rental equipment. Performed reconciliation processes, data and report archiving, forecast management activities, and tracked contract and Sarbanes Oxley compliance. Supported $2.4M in monthly revenue.

Selected to co-lead inventory training for 30 new financial analysts and specialists.

 

ERNST and YOUNG, LLP, Dallas, TX               2004 – 2005

Big 4 public accounting firm

Accountant

Performed reconciliations, analyzed general ledger accounts, and prepared journal entries for Northeast business unit of New York and surrounding areas. Developed reports and analysis of financial information for management review. Identified and resolved accounting issues.

Proposed, created and implemented a journal entry reclass template that could be copied and pasted into a journal entry upload template. Template was implemented across the entire company to save time in data entry input.

Set up 94 assets that qualified for bonus depreciation savings totaling $500K in savings.

 

ROSEMARK COMMERCIAL FACILITIES MANAGEMENT, LLC, Tyler, TX        2003 – 2004

Provider of property management to Federal buildings nationwide

Operations Manager/Sales/Pricing

Performed Sales and Pricing proposals for new business, improved office efficiency by streamlining corporate processes. Developed reports and analysis of financial information for CEO review.

Implemented new company network that set up a company server so accounting software could be remotely accessed from multiple locations.

Managed over 40 project managers keeping each location project manager accountable for annual financial budget and performance.

 

Education, Licenses, Professional Affiliations

 

Certified Public Accountant, Texas State Board Certified

 

LEED AP – Operations & Maintenance

 

Black Belt Professor in Brazilian Jiu Jitsu

 

University of Texas at Arlington, TX

Master of Business Administration, Accounting

 

Texas A&M University, College Station, TX

Bachelor of Business Administration, Finance