Taylor Duffey
Raytown,United States
Summary
Detail-oriented professional with strong skills in account reconciliation, budgeting, and client relations. Proven ability to streamline processes and enhance operational efficiency, contributing to improved workflow and compliance.
Overview
11
11
years of professional experience
Work History
Control and Reconciliation (Recon) Associate
SS&C Inc
Raytown, MO
06.2025 - Current
- Assisted in data entry and analysis to support operational processes.
- Collaborated with team members to streamline reporting procedures.
- Provided administrative support in project documentation and tracking.
- Facilitated communication between departments to enhance workflow efficiency.
Investor Services Representative II
SS&C Inc
Raytown, MO
10.2021 - 06.2025
- Delivered exceptional customer service by addressing client inquiries and resolving issues promptly.
- Managed account documentation to ensure compliance with industry regulations and company protocols.
- Conducted thorough research on investment products to provide accurate information to clients and stakeholders.
- Collaborated with team members to streamline processes, enhancing operational efficiency within the department.
Accountant
Dezyn Inspirations LLC
Kansas City, MO
05.2019 - 08.2021
- Managed monthly financial statements, ensuring accuracy and compliance with accounting standards.
- Led annual budgeting processes, collaborating with departments to align financial goals.
- Streamlined accounts payable and receivable processes, enhancing operational efficiency and reducing turnaround times.
- Implemented new accounting software, improving reporting capabilities and data management.
Accounting Clerk
Great Wolf Lodge
Kansas City, KS
09.2015 - 05.2019
- Processed invoices and reconciled accounts to ensure accurate financial records.
- Maintained general ledger entries, providing timely updates for reporting purposes.
- Collaborated with team members to streamline billing procedures and enhance efficiency.
- Conducted regular audits of financial documents to confirm compliance with internal policies.
Education
Bachelor of Science - Finance
University of Missouri, Kansas City
Kansas City, MO05-2021
Skills
Auditing & Internal Controls
Account Reconciliation Accounts Payable/Receivable
Budgeting
Client Relations
Timeline
Control and Reconciliation (Recon) Associate
SS&C Inc
06.2025 - Current
Investor Services Representative II
SS&C Inc
10.2021 - 06.2025
Accountant
Dezyn Inspirations LLC
05.2019 - 08.2021
Accounting Clerk
Great Wolf Lodge
09.2015 - 05.2019
Bachelor of Science - Finance
University of Missouri, Kansas City