Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jamie Taylor

Hamilton

Summary

Results-driven Finance and HR executive experienced in supporting strategic vision and growth with infrastructure and data. Well-versed in evaluating department operations, data analysis, auditing, and handling month and year-end closings. Meticulous and methodical in approach. Dedicated, agile, and detail-oriented.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Director of Finance and HR

Grey Matter
11.2023 - Current

Finance:

  • Constructively engage with Managing Directors and Board to align financial strategies with broader business objectives. Drive insights and highlight areas for growth.
  • Streamline accounting operations to increase efficiency and accuracy.
  • Improve cash flow management by optimizing collection process and payment schedules.
  • Conduct internal audits and account reconciliations.
  • Amplified financial reporting processes and data management by implementing more effective software tools and reporting processes.
  • Ensure clean financial data is provided by instituting best practices and compliance with GAAP standards.


HR:

  • Establish and coordinate performance evaluations and employee engagement surveys.
  • Set and manage budget for culture events, merit increases, and company bonus structure.
  • Oversee employee benefits design and administration.
  • Screen potential hires and perform background and reference checks. Create, optimize, and manage job postings on various platforms.
  • Update policies, internal forms, and Employee Handbook with changes to HR policy or law. Collaborate with legal to review when necessary.
  • Manage payroll, payroll tax setup, payroll deductions, and any updates to the HRIS system.

Head of HR and Finance

VasanthaTech
05.2022 - 11.2023

Finance:

  • Built foundational infrastructure needed to scale start-up subsidiary, including establishing corporate policies, accounting processes, and workflows.
  • Recognized by other global offices as go-to Executive for HR, finance, strategy, sales support, and general business needs.
  • Obtained grants from the state of Ohio and managed fund allocation for technical employee training to ensure compliance and funding qualification.
  • Renegotiated utility contracts and consolidated access points to save nearly 25% in energy costs.
  • Created internal process for AP/AR and all related activities.


HR:

  • Designed full lifecycle HR processes; recruiting, screening, hiring, onboarding, training, and performance management.
  • Developed strategic partnerships with leadership to drive organization al growth and change.
  • Implemented workforce planning strategies that addressed staffing needs during periods of rapid growth or contraction.
  • Collaborated with stakeholders to address legal and compliance concerns, mitigate risk, and advise on actions.
  • Strengthened branding efforts by establishing social media presence, developing sales decks, and facilitating updated website and logo creation.
  • Influenced shareholders to cover 100% of employee benefits costs which aided in recruitment of key positions.

Executive Administrator

VasanthaTech
01.2021 - 05.2022
  • Increased efficiency within the organization through regular review and improvement of administrative policies and procedures.
  • Optimized customer satisfaction by resolving inquiries promptly and ensuring accurate record-keeping in ERP system and other internal databases.
  • Prioritized workloads for executive team.
  • Served as a trusted advisor to executives providing guidance and support in strategic decision-making.
  • Managed complex travel itineraries for executives to ensure seamless transportation logistics during business trips.
  • Supported executive decision-making by conducting research, analyzing data, and providing insightful recommendations.
  • Proactively identified opportunities for process improvements leading to increased operational efficiency.
  • Safeguarded confidential information through the implementation of strict document management protocols and secure filing systems.
  • Prepared and distributed memos describing company's administrative policies and procedures to all staff members.
  • Fostered positive working relationships with cross-functional teams through excellent interpersonal skills and clear communication.
  • Reduced expenses for the organization by negotiating vendor contracts and monitoring departmental budgets.
  • Boosted employee morale with the coordination of team-building events, recognition programs, and staff celebrations.
  • Facilitated successful meetings by preparing agendas, distributing materials, tracking action items, and recording minutes.
  • Assisted executives in achieving business objectives with thorough project management support from initiation to completion.
  • Reduced office expenses by finding smarter solutions for vendors, suppliers and services.

Operations Coordinator

VasanthaTech
01.2020 - 01.2021
  • Collaborated with area managers to evaluate needs and optimize operational plans.
  • Led successful projects from conception to completion, achieving objectives on time and within budget constraints.
  • Developed strong relationships with clients, maintaining open lines of communication to promote loyalty and retention.
  • Boosted productivity by establishing effective communication channels between departments.
  • Streamlined operations by implementing efficient processes and procedures.
  • Provided direction and guidance to internal teams in order to achieve targets.
  • Enhanced customer satisfaction by resolving issues in a timely manner and providing exceptional support.
  • Worked with vendors to make purchases and reconcile invoices.
  • Reported issues to higher management with great detail.
  • Assisted in recruiting, hiring and training of team members.

Purchasing Assistant

Basco Shower Doors
01.2018 - 01.2020
  • Maintained consistent email communication with stores and suppliers to confirm and track orders and verify price revisions on purchase orders.
  • Established and managed supplier and vendor relationships.
  • Prepared purchase orders accurately and followed up with suppliers to confirm receipt and delivery schedules.
  • Verified receipt of items by comparing items received to items ordered and resolved shipment order errors with suppliers.
  • Improved supplier relationships through regular communication and transparent dealings.
  • Collaborated with other departments to identify opportunities for cost reduction or process improvements within the purchasing function.
  • Managed inventory levels effectively to prevent stockouts and minimize holding costs.
  • Maintained complete documentation and records of all purchasing activities.
  • Resolved discrepancies between purchase orders and invoices promptly, maintaining a high level of accuracy in financial records.
  • Developed strong working relationships with internal stakeholders, fostering a collaborative approach to achieving organizational goals.
  • Analyzed and reported on inventory levels to determine purchasing requirements.
  • Conducted research, identifying potential vendors and better pricing options.
  • Identified and resolved supply chain issues to mitigate delays and production disruptions.

Education

Master of Science - Legal Studies

University of Cincinnati College of Law
Cincinnati, OH
05-2025

Bachelor of Science - Business Administration

Southern New Hampshire University
Manchester, NH
10-2022

Associate of Science - Healthcare Administration

Cambridge College
Cambridge, MA
10-2020

Skills

  • QuickBooks Online
  • ADP
  • Gusto
  • JobBOSS
  • Strategic Planning and Execution
  • Effective Communication
  • Organization
  • Tax Filing and Preparation
  • Auditing
  • Financial Reporting and Analysis

Certification

  • SHRM-SCP, SHRM, December 2023

Timeline

Director of Finance and HR

Grey Matter
11.2023 - Current

Head of HR and Finance

VasanthaTech
05.2022 - 11.2023

Executive Administrator

VasanthaTech
01.2021 - 05.2022

Operations Coordinator

VasanthaTech
01.2020 - 01.2021

Purchasing Assistant

Basco Shower Doors
01.2018 - 01.2020
  • SHRM-SCP, SHRM, December 2023

Master of Science - Legal Studies

University of Cincinnati College of Law

Bachelor of Science - Business Administration

Southern New Hampshire University

Associate of Science - Healthcare Administration

Cambridge College
Jamie Taylor