Kelley Taylor
Belcamp,MD
Summary
Highly dedicated and efficient professional, having accomplished over twelve years of experience within the Financial industry. Self-motivated, detail oriented, skilled team player and effective problem solver with a strong willingness to learn and assist others as best as possible.
Overview
12
12
years of professional experience
Work History
Budget Analyst
Johns Hopkins University, Center for Health Security
10.2023 - Current
- Initiate all Independent Contractor Agreements and assist as the point of contact for inquiries from the vendor
- Support Financial Manager with reviewing and analyzing specified accounts’ expenditures/revenues in Analysis
- Provide information required to SPSS and JHURA to complete contract and grant closeouts
- Create records for pending agreements/subawards/modifications to be reviewed by JHURA utilizing JAWS
- Designated cardholder for the Center’s procurement card (Pcard) and central billed travel cards
- Monitor and report budgetary discrepancies to senior management to maximize reporting efficiency and finalized spending plans.
- Assist with the interviewing, onboarding and training of new teammates on the Finance team
- Additionally, execute all duties listed below as a Budget Specialist
Cashier (Part-Time)
The Home Depot Inc
09.2023 - Current
- Greet customers entering store and responded promptly to customer needs.
- Welcome customers and helped determine their needs.
- Handle multiple payment methods securely (cash, check, debit/credit cards, etc), minimizing discrepancies and potential losses.
- Help customers complete purchases, locate items, and join reward programs.
- Resolve customer complaints professionally, leading to improved customer relations and loyalty.
Budget Specialist
Johns Hopkins University, Center for Health Security
07.2022 - 10.2023
- Process all SAP vendor invoices, foreign wire transfers, purchase orders, shopping cart transactions & honorariums
- Verify, record and organize all invoices for processing to retain all documents accurately for auditing purposes
- Submit SAP cost transfer information to correct any errors in a timely manner
- Process e-forms timely and accurately to ensure effort is distributed correctly for payroll
- Review and process Concur travel/non-travel related reimbursements for CHS staff and non-employees.
- Complete new vendor requests via PaymentWorks and answer any vendor account inquiries
- Designated cardholder for the Center’s procurement card (Pcard)
- Reconcile, process and approve all transactions in the Concur system
- Ensure completeness and accuracy of documentation for compliance with the University and/or agency regulations and restrictions
- Interact with faculty, students and staff within the department and across the University in office setting
Fiscal Accounts Technician II
State of Maryland, Department of Social Services
01.2020 - 07.2022
- Completed a two-step verification of paperwork submitted to our team prior to creating an assistance check
- Processed government assistance payments/reimbursements (via check and credit card) for clients within the Baltimore County database
- Submitted requests from the Executive Directors for any urgent Emergency Assistance payments
- Verified, recorded and filed checks processed to retain all documents accurately for auditing purposes
- Assisted with deposits in the agency's bank account ti reconcile various accounts
- Issued stop payment/reissues on any check found missing and/or not cashed by the system deadline
- Trained new employees on day-to-day operations
Fiscal Accounts Clerk II
State of Maryland, Maryland529
04.2019 - 01.2020
- Assisted account holders with inquiries involving both Maryland529 college savings plans, via phone and email
- Provided online assistance to account holders by establishing online account access, performing ID changes and password resets
- Researched discrepancies in account balances by examining payments and adjustments for posting errors or unit discrepancies, and submitting requests to the accounting team for adjustments.
- Collaborated with the accounting team to process payments for account holders
Preferred Sales Specialist
Bank of America
05.2017 - 04.2019
- Deepened customer relationships by selling bank products while servicing deposit and credit accounts
- Established accounts for new & existing clients based on recommendations provided to deepen their relationship
- Recipient of the Preferred Sales Hunt Valley Quality Award, November 2018
- Managed risk by maintaining 100% quality by complying with regulations to ensure safety for clients and the bank
- Independently resolved customer conflict without the need of managerial support
- Coached and supported peers and assisted on-boarding new team members
Customer Marketing Sales Specialist
Bank of America
01.2016 - 05.2017
- Delivered superior client experience by uncovering and understanding client needs
- Consistently exceeded all metrics-Quality, Operations, Client Experience and Sales
- Assisted with floor support and coached underperforming peers with successful results
- Improved associate morale through special events as part of the Asset Team
Teller
M&T Bank
07.2013 - 01.2016
- Accepted and processed cash and checks for deposit and withdrawals accurately and efficiently
- Handled large cash and balanced cash drawers daily
- Referred customers for various products and services that best suited their banking needs
- Collaborated with coworkers in order to assist customers sufficiently and resolve any issues
Education
Bachelor of Arts - African American Studies
University of Maryland
College Park, MD12-2025
Skills
- Customer service proficiency
- Problem-solving abilities
- Invoice processing
- Monthly reporting
- Cost management
- Monitoring expenditures
Timeline
Budget Analyst
Johns Hopkins University, Center for Health Security
10.2023 - Current
Cashier (Part-Time)
The Home Depot Inc
09.2023 - Current
Budget Specialist
Johns Hopkins University, Center for Health Security
07.2022 - 10.2023
Fiscal Accounts Technician II
State of Maryland, Department of Social Services
01.2020 - 07.2022
Fiscal Accounts Clerk II
State of Maryland, Maryland529
04.2019 - 01.2020
Preferred Sales Specialist
Bank of America
05.2017 - 04.2019
Customer Marketing Sales Specialist
Bank of America
01.2016 - 05.2017
Teller
M&T Bank
07.2013 - 01.2016
Bachelor of Arts - African American Studies
University of Maryland
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