Summary
Overview
Work History
Education
Skills
Timeline
Generic

LaDarren Taylor

Pensacola,FL

Summary

Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.

Overview

12
12
years of professional experience

Work History

Accounting Operations Analyst

PlanOmatic
06.2023 - Current
  • Reconciled payments efficiently, ensuring accuracy and adherence to financial policies and procedures.
  • Investigated and resolved discrepancies in financial transactions, demonstrating strong analytical skills.
  • Assisted in gathering data for reports, including the preparation of ad hoc reports to meet specific information needs.
  • Owned and updated all Accounting Standard Operating Procedures (SOPs), ensuring compliance with regulatory requirements.
  • Served as a liaison between the accounting team and other departments, fostering effective communication and collaboration.
  • Emphasized reporting capabilities by consistently delivering accurate and timely financial reports.
  • Prepared regulatory reports, demonstrating a thorough understanding of compliance requirements.
  • Demonstrated a proactive approach to financial data management, contributing to the improvement of overall accounting processes.
  • Reduced overall client delinquency from by 68% in the first 90 days.

Customer Success Manager

The X Company
06.2022 - 06.2023
  • Assisted customers with onboarding via Hubspot and Nexudus and product setup to foster successful adoption and usage.
  • Managed a customer success team of 6 individuals, providing guidance and support to ensure team success
  • Assisted with onboarding new customers, ensuring a smooth transition onto the platform and facilitating training as needed
  • Developed and executed strategies to improve customer retention rates and increase member engagement
  • Oversaw improvement projects for the team, including process optimization and implementation of new tools and technologies
  • Analyzed customer feedback and data to identify trends and areas for improvement, making recommendations for action as needed
  • Collaborated with cross-functional teams, including sales, product, and engineering, to ensure customer needs were being met and issues were being resolved in a timely manner
  • Provided regular performance feedback and coaching to team members, supporting their professional development and growth.

Consumer Support Supervisor

Hunter Douglas, Inc
10.2021 - 07.2022
  • Managed a team of 30 international remote end-user support specialists, providing guidance and support to ensure their success in the role.
  • Successfully completed the entire hiring process, including writing job descriptions, conducting interviews, and onboarding new hires.
  • Implemented effective human resource processes, including performance management, training, and development programs.
  • Facilitated regular team communications, including one-on-one meetings, team-building activities, and all-hands meetings to foster a strong team culture and enhance collaboration.
  • Managed payroll and benefits administration for the team, ensuring accurate and timely payment of salaries and benefits.
  • Implemented a new telephony system to enhance the team's communication and support capabilities, including training team members on its use.
  • Analyzed customer satisfaction data and implemented changes to improve the overall score from 74% to 97%, demonstrating a significant improvement in customer experience.
  • Developed and maintained positive relationships with customers, ensuring that their needs were met in a timely and effective manner.
  • Provided regular reports to upper management on team performance, customer satisfaction, and any areas for improvement.
  • Managed the budget and resources for the team, ensuring that the team had the necessary tools and support to meet their objectives.

Senior B2B Loan Collections Rep

KeyBank National Association
01.2020 - 10.2021
  • Managed a diverse portfolio of B2B loans totaling $100 million, effectively tracking and resolving delinquent accounts to ensure timely payment recovery.
  • Collaborated closely with Accounts Payable (AP) departments of client businesses, establishing strong working relationships to facilitate prompt payment collection and resolve any billing discrepancies.
  • Assisted clients experiencing financial hardships by offering extensions, payment plans, or other appropriate solutions, demonstrating a customer-centric approach while balancing the credit union's interests.
  • Processed payments received from clients, ensuring accurate allocation and updating of accounts to reflect current payment status.
  • Led a team of seven collectors, providing guidance, training, and ongoing support to enhance their performance, productivity, and knowledge of B2B collections practices.
  • Assisted with loan servicing activities, including loan modifications, refinancing, and other administrative tasks related to client accounts.
  • Maintained meticulous records of all collections activities, including communication logs, payment arrangements, and account updates, ensuring accurate documentation and compliance with internal policies and procedures.
  • Proactively identified areas for process improvement, implementing strategies to enhance collections efficiency and reduce delinquency rates.
  • Collaborated with cross-functional teams, such as underwriting and risk management, to mitigate potential credit risks and optimize collections strategies.

Credit Bureau Dispute Specialist

Navy Federal Credit Union
02.2015 - 01.2020
  • Prepared and presented comprehensive reports on collection activities, recovery rates, and key performance indicators to management, assisting in decision-making processes.
  • Analyzed, researched and resolved payment claims within required timeframes.
  • Devised and implemented dispute resolution processes for companies, enabling fast resolution of disputes.
  • Used mediation techniques to facilitate communication between disputants, to further parties' understanding of different perspectives and to guide parties toward mutual agreement.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Ensured strict adherence to CFPB regulations and guidelines throughout the collections process, implementing robust compliance controls and procedures to mitigate regulatory risks and maintain the credit union's compliance record.

Credit Card Specialist

Regions Bank
02.2014 - 01.2015
  • Recommended products and services to meet customers' credit card and banking needs.
  • Leveraged deep knowledge and understanding of banking industry to handle customer inquiries with increasing complexity.
  • Maintained product details and protocols to comply with contracts and disclosures.
  • Completed and processed write-off and close-out packages to ascertain accuracy of entries and credits.
  • Supported continued monitoring, auditing and reporting to drive compliance and optimize credit card processing.
  • Generated reporting to aid leadership with information to determine future credit card goals.
  • Monitored existing customer accounts for continued creditworthiness based on analysis of past performance and current information.
  • Performed credit reviews on corporations to assess financial conditions.
  • Minimized accounts receivable collections and reconciled customer billings and statements.
  • Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
  • Analyzed large amounts of data to find patterns of fraud and anomalies.
  • Contacted customers directly to notify of fraudulent activity and minimize impacts.

Account Manager

Rent-N-Roll
04.2013 - 02.2014
  • Attain aggressive sales goals by turning phone inquiries into sales opportunities by making an active attempt to cross sell the full range of bank products and services to meet clients needs
  • Meet or exceed sales goals
  • Use effective sales and telephone techniques to solidify and build client relationships
  • Provide excellent customer service and provide answers to client questions within set standards
  • Completes all required documentation to meet client needs
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Oversaw new business development and customer servicing.
  • Liaised between account holders and various departments.
  • Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
  • Contributed to annual revenue goals by selling new services and developing new accounts.
  • Listened attentively to client feedback and worked with product development team to introduce new services.
  • Analyzed account details such as usage, sales data and client comments to enhance understanding of effectiveness and client needs.

Office Clerk

Department Of Defence
06.2012 - 01.2013
  • Interacted with customers by phone, email or in-person to provide information.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Responded to inquiries from callers seeking information.
  • Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
  • Designed modern employee recognition program which boosted productivity and improved morale.
  • Managed day-to-day financial processes by paying invoices, purchasing goods and processing reimbursements.
  • Collaborated with Business Manager to develop strategic plans, increasing production, productivity and customer service.

Education

Associate of Science - AS - Legal Assistant/Paralegal

Hodges University
12.2026

Certificate, Management Development -

University of West Florida
2017

Skills

  • Project Management
  • Problem Solving
  • Negotiation
  • Risk Management Expertise
  • Organizational Systems
  • Client Relationships
  • Proficiency in SAP
  • Performance Strategies
  • Microsoft Office Proficiency
  • Regulatory Compliance

Timeline

Accounting Operations Analyst

PlanOmatic
06.2023 - Current

Customer Success Manager

The X Company
06.2022 - 06.2023

Consumer Support Supervisor

Hunter Douglas, Inc
10.2021 - 07.2022

Senior B2B Loan Collections Rep

KeyBank National Association
01.2020 - 10.2021

Credit Bureau Dispute Specialist

Navy Federal Credit Union
02.2015 - 01.2020

Credit Card Specialist

Regions Bank
02.2014 - 01.2015

Account Manager

Rent-N-Roll
04.2013 - 02.2014

Office Clerk

Department Of Defence
06.2012 - 01.2013

Associate of Science - AS - Legal Assistant/Paralegal

Hodges University

Certificate, Management Development -

University of West Florida

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LaDarren Taylor