Meredith Taylor
Tacoma,WA
Summary
Dynamic financial professional with extensive experience directing full-cycle accounting and financial operations. Skilled in managing tax compliance, cash flow forecasting, and maintaining GAAP standards, ensuring accurate financial reporting and operational efficiency.
Overview
19
19
years of professional experience
Work History
Controller
SiteCrafting, Inc.
Tacoma, Washington
02.2019 - 11.2025
- Directed daily financial operations in compliance with GAAP, overseeing general ledger, accounts payable, accounts receivable, job costing, budgeting, and reporting.
- Coordinated full-cycle accounting and month-end/year-end close processes with external CPA and audit partners, ensuring timely financial reporting.
- Managed banking and treasury functions, including reconciliations, deposits, ACH and wire transactions across three accounts.
- Oversaw invoicing and collections for over 250 clients, achieving low AR balances and steady cash flow while serving as primary client contact.
- Supported preparation of annual S-Corporation federal tax filings for $4.5M revenue organization across multiple states.
- Developed and implemented policies and procedures to streamline accounting operations across teams, enhancing operational efficiency.
- Ensured compliance with business licensing and insurance requirements through annual reporting.
- Collaborated with Human Resources on payroll processing for 35 employees, including benefits administration and 401(k) management.
Finance Coordinator
SiteCrafting, Inc.
Tacoma, WA
02.2014 - 01.2019
- Managed accounts receivable and accounts payable using QuickBooks Online to ensure accurate financial tracking.
- Reconciled and approved corporate card and reimbursable expense purchases to maintain budget compliance.
- Assisted CFO in financial analysis through detailed income and expense reporting.
- Coordinated budget reports for various departments, enhancing visibility of financial performance.
- Managed daily banking activities including deposits, withdrawals, transfers.
- Collaborated with sales and leadership teams to establish sales and revenue targets.
Project Analyst
SiteCrafting, Inc.
Tacoma, Washington
06.2012 - 01.2014
- Analyzed project requirements to ensure alignment with client objectives and expectations, facilitating project success.
- Developed comprehensive project documentation for stakeholder review, approval, and reference.
- Tracked and managed project budgets to ensure effective financial oversight internally and externally.
- Reviewed and audited employee time reports weekly to ensure accuracy and compliance with project guidelines.
Customer Care, Sales Operations
Verizon Wireless
Puyallup, Washington
02.2007 - 05.2012
- Provided customer support and sales assistance, resolving device and billing issues to enhance customer satisfaction in a high-volume retail environment.
- Supported retail operations through inventory control, audits, and transfers to minimize shrink.
- Implemented merchandising standards, ensuring compliance with regional and national guidelines to maintain brand integrity.
- Supported store leadership in daily operations, managing cash handling and reporting to streamline processes.
Education
Some College (No Degree) - Bookkeeping
Tacoma Community College
Tacoma, WA12-2022
Some College (No Degree) - English
Trinity Western University
Langley, BC, Canada12-2004
Skills
- Quickbooks Online
- Payroll administration
- Bookkeeping
- Accounts Receivable
- Accounts Payable
- Financial reporting & analysis
- Budget management
- Tax compliance
- General accounting
- Cash flow forecasting
- GAAP compliance
- MS Office Suite (Word, Excel)
Accomplishments
Led the company through the COVID-19 crisis, managing the PPP loan application and compliance process while retaining 100% of employee headcount and maintaining profitability.
Timeline
Controller
SiteCrafting, Inc.
02.2019 - 11.2025
Finance Coordinator
SiteCrafting, Inc.
02.2014 - 01.2019
Project Analyst
SiteCrafting, Inc.
06.2012 - 01.2014
Customer Care, Sales Operations
Verizon Wireless
02.2007 - 05.2012
Some College (No Degree) - Bookkeeping
Tacoma Community College
Some College (No Degree) - English
Trinity Western University