VIRGINIA D. TATE, PhD, MPA, CPA
Trinity Insurance | Financial Consultant
Summary
Virginia is a successful and knowledgable Financial Consultant with 25 years of experience in the financial sector. She has proven skills in analyzing and interpreting financial statements for non-profit organizations, particularly 501(c)(3) entities. She has professional expertise in auditing financial records, identifying key metrics, and providing insightful recommendations to ensure financial health and compliance.
Key Skills
- Non-Profit Financial Analysis: Expert in analyzing financial statements for 501(c)(3) organizations, including balance sheets, statements of activities, cash flow statements, and income statements.
- Financial Statement Review: Proficient in auditing financial records for accuracy and compliance, focusing on revenues and expenses.
- Financial Reporting: Meticulous in generating financial statements, including balance sheets, statements of activities, cash flow statements, and income statements for sorority chapters.
- Financial Consulting: Adept at identifying areas for financial improvement and providing actionable recommendations to optimize financial performance.
- Strong Analytical Skills: Skilled in analyzing financial data to identify trends, assess risks, and make informed financial decisions.
Experience
- Analyze financial statements for 501(c)(3) organizations, including balance sheets, statements of activities, cash flow statements, and income statements.
- Assess financial position, operating performance, and overall financial health of non-profit organizations.
- Conduct audits of sorority chapter financial records, focusing on revenue and expense accuracy.
- Generate clear and concise financial statements, including balance sheets, statements of activities, cash flow statements, and income statements.
- Provide insightful financial advice and recommendations to ensure financial strength and compliance for non-profit client
- (Optional: Briefly mention software proficiency in financial analysis programs)
Accomplishments
PhD - Business Adminidtration
Certified Public Accountant
Carnegie Mellon University; MS - Public Management;
Wilberforce University; B A - Accounting; overall GPA: 3.9/ 4.0
Graduated top 20% of class
Delta Sigma Theta, Inc. - Bata Chapter 1982