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
Baltimore, MD
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
Edgewood, MD
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
Baltimore, MD
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
Towson, MD
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
Baltimore, MD
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
Hunt Valley, MD
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
Hunt Valley, MD
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
Woodlawn, MD
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