Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chelsea Frierson Taylor

Leesburg

Summary

Savvy Financial Specialist helping clients identify and achieve financial goals through comprehensive array of products and services to develop sound, long-term financial strategy. Highly competent at delivering prudent financial management and implementing innovative accounting standards that impact business. Committed to building financial portfolio through demonstration of uncompromising integrity and communication of complex metrics. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented financial professional adept at coordinating fiscal plans, AP and AR operations as well as inventory management. Good mathematical, communication and problem-solving abilities. Advanced skills in Excel.

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Overview

8
8
years of professional experience

Work History

Lead MSSR

Bridgeway Credit Union
11.2024 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Developed and maintained courteous and effective working relationships.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Learned and adapted quickly to new technology and software applications.
  • Proficient with cash handling & providing financial guidance to members
  • Managed high-volume cash drawer, maintaining accountability and minimizing discrepancies.
  • Coordinated cross-selling efforts between MSSR and members by sharing information about product offerings that suit specific member profiles.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Conducted regular audits of cash drawers, ensuring compliance with internal controls and regulatory requirements.
  • Mentored MSSR, fostering a positive work environment and encouraging professional growth.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Executed wire transfers, stop payments and account transfers.
  • Excellent communication skills, both verbal and written.

Accounting/Senior Finance Specialist

The Arc Of SWGA
08.2023 - 10.2024
  • Used RPM, QuickBooks & Excel to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
  • Assisted executive leadership in formulating strategic plans by providing insightful financial analysis and recommendations.
  • Worked with numerous executives to create annual budget and track actual expenses against projected expenses.
  • Implemented a new budgeting process that increased transparency and accountability across various departments, leading to more effective resource allocation decisions.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Worked with both internal and external users to create detailed financial reports.

Payroll/Human Resources Coordinator

Pruitt Health Nursing Home
02.2020 - 08.2023
  • Streamlined HR processes for increased efficiency and reduced administrative workload.
  • Devised hiring and recruitment policies for numerous employee company.
  • Led recruitment efforts to attract top talent in a competitive job market.
  • Utilized compliance tools, corrective actions and identification of deficiencies to mitigate audit risks.
  • Explained employee compensation, benefits, schedules, working conditions, and promotion opportunities.
  • Supported HR functions with emphasis on record keeping, data entry, and general HR tasks.
  • Coordinated and administered employee health insurance and retirement plans.
  • Updated training processes by reviewing existing documentation, leveraging feedback from associates and working with legal and compliance teams.

Bank Teller

WellsFargo
07.2017 - 01.2020
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
  • Placed orders for customer checks and verified starting numbers.
  • Executed wire transfers, stop payments and account transfers.
  • Assisted customers with banking needs and inquiries.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Followed up on customer complaints and provided solutions to enhance customer satisfaction.
  • Educated customers on online banking and mobile banking applications.
  • Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
  • Provided customer records, account statements and copies of checks.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Cross-sold credit cards, loans and other bank products.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Assisted with training of new tellers on policies and procedures.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.

Education

Cosmetology Degree -

Albany Technical College
12.2014

High School Diploma -

Monroe High School
05.2010

Skills

  • Internal Controls
  • Accounting management
  • Financial Advisory Services
  • Expense Management
  • Financial Services
  • Project finance
  • Management accounting
  • Business Development
  • Financial Risk Management
  • Financial statement analysis
  • Strategic financial planning
  • Financial operations
  • Customer service
  • Teamwork and collaboration
  • Problem-solving
  • Friendly, positive attitude

Timeline

Lead MSSR

Bridgeway Credit Union
11.2024 - Current

Accounting/Senior Finance Specialist

The Arc Of SWGA
08.2023 - 10.2024

Payroll/Human Resources Coordinator

Pruitt Health Nursing Home
02.2020 - 08.2023

Bank Teller

WellsFargo
07.2017 - 01.2020

High School Diploma -

Monroe High School

Cosmetology Degree -

Albany Technical College

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Chelsea Frierson Taylor