TAYLOR MARTIN
Victor,NY
Summary
Accomplished accounting professional with 5+ years of experience in non profit financial operations, audit preparation and grant administration. Proven success managing full cycle month-end close, Single Audits, IRS 990's and CHAR 500s for complex, multi-entity organizations with over 100M in public and private funding. Skilled in financial analysis, strategic reporting, and payroll support for large teams (600+ employees), with a strong track record of compliance, independence, and accuracy.
Overview
12
12
years of professional experience
Work History
Senior Accountant
Robert Half Finance & Accounting
08.2025 - Current
- Play a key role in executing a 5-day accelerated month-end close, ensuring timely, accurate financial reporting across multiple entities and capital projects.
- Prepare and reviewed monthly journal entries and reconciliations.
- Review documents and accounts for discrepancies and resolved variances.
- Provide full-cycle accounts payable oversight, including invoice review, coding, vendor setup, payment processing, and exception resolution.
- Lead process efficiency improvements within Great Plains, streamlining AP workflows, improving reconciliation procedures, and reducing manual journal entry errors.
- Assume Assistant Controller-level responsibilities, including creating formal process documentation, standard operating procedures, and cross-training materials to support leadership transition and onboarding.
- Manage daily cash operations, including cash positioning, funding coordination, and short and long term cash forecasting to support capital funding needs and operational liquidity.
- Execute weekly check runs and lead the transitions from paper checks to ACH payments, improving payment security, vendor turnaround time, and audit controls.
Financial Analyst
Pathstone Corporation
07.2023 - 08.2025
- Held full Senior accountant responsibilities while serving in a Financial Analyst capacity, managing accounting operations across federal, state, and private contracts totaling $75M+.
- Conducted in-depth financial analysis of grant performance, funding utilization, and program level variances to drive strategic decision making.
- Prepared monthly, quarterly, and annual financial reports, dashboards, and variance commentary for leadership and board review.
- Partnered with CFO to develop the numbers for the annual Indirect Cost Rate Agreement submitted to the U.S. Department of Labor for approval, using prior year financial data and cost allocation methodology.
- Managed full-cycle month end close, including journal entries, bank reconciliations, and intercompany adjustments.
- Coordinated and prepared documentation for Single Audits and IRS 990's, ensuring accuracy and audit readiness.
- Provided fiscal training and technical assistance to program managers across multiple regions (NY, PA, NJ, PR), strengthening financial literacy and contract compliance.
- Independently resolved accounting discrepancies and created custom reporting tools to improve financial oversight and reporting efficiency.
Senior Accountant
Pathstone Corporation
06.2022 - 07.2023
- Conducted full-cycle accounting operations for programs with combined state and federal funding exceeding $50M annually.
- Ran single audits and IRS 990's as well as CHAR500s for a internal Pathstone affiliate with a $2M annual budge, Supported preparation of single audits and SEFA documentation for Pathstone, assembling documentation and coordinating directly with external auditors.
- Ran quarterly payroll backup for 600 employees, ensuring data integrity across complex payroll cycles.
- Managed general ledger entries, allocations, fixed assets, depreciation and lease asset entries, and cash reconciliations across multi-entity accounts.
- Produces monthly internal financial documents for variance analysis for leadership and program directors.
- Oversaw compliance and reporting across federal grants, including HUD, USDA, PRDOH, DOL, DOJ, and NY State agencies.
Accountant – Full Time Consultant
Robert Half – Salaried Professional Services
02.2022 - 06.2022
- Delivered general accounting support including journal entries, month-end responsibilities and fixed asset tracking.
- Assisted with medicaid billing, accounts payable, and nonprofit audit preparation.
- Partnered with CFO on variance analysis, program performance reviews and regulatory responses.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Maintained accurate record of documentation and created training documents for incoming employees.
A/P Specialist
Ultra-Electronics Defense Inc.
09.2021 - 02.2022
- Processed over 300 high volume vendor invoices daily using Oracle and Costpoint, ensuring accuracy and on time payments.
- Managed vendor inquires and resolved invoice discrepancies to maintain positive supplies relationships.'Reconciled vendor statements and prepared month end AP aging reports to support accurate financial close.
- Collaborated with purchasing and receiving departments to validate invoice data and approvals.
- Supported financial audits by maintaining organized AP records and documentation.
General Accounting Associate
Marine Hydraulics International, Inc.
04.2019 - 02.2020
- Entered daily manual timecard inputs for a 350 employee manufacturing company and coordinated with payroll coordinator for timely processing.
- Entered and coded vendor invoices for Payroll and HR departments, supporting overhead allocations.
- Processed weekly payments to consultants and staff ensuring compliance with internal controls.
- Applied payments and cash receipts to AR balances within Dynamics GP, maintaining current accounts.
- Assisted with month-end close and maintained audit-ready documentation for payroll and AP cycles.
Member Service Representative
Navy Federal Credit Union
07.2018 - 12.2018
- Provided member support for consumer lending services including auto, HELOC, and personal loans.
- Cross-trained in teller operations and financial product activities to ensure flexible branch support.
- Performed daily cash drawer reconciliations, ATM replenishment, and branch closing procedures.
- Maintained strict compliance with federal regulations and internal policy for consumer lending and deposits.
- Delivered high quality customer service and resolved account discrepancies efficiently.
Financial Services Representative/Teller
Langley Federal Credit Union
08.2016 - 03.2018
- Provided member support for consumer lending services including auto, HELOC, and personal loans.
- Cross-trained in teller operations and financial product activities to ensure flexible branch support.
- Performed daily cash drawer reconciliations, ATM replenishment, and branch closing procedures.
- Maintained strict compliance with federal regulations and internal policy for consumer lending and deposits.
- Delivered high quality customer service and resolved account discrepancies efficiently.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Sales Associate/ Cash Office Associate
TJ MAXX
10.2013 - 08.2016
- Reconciled and balanced up to 12 cash drawers daily preparing deposits for bank delivery.
- Investigated and resolved cash variances and maintained accurate transaction records.
- Processed debit/credit adjustments and recorded entries in accordance with company policy.
- Supported front end operations and trained new associates on cash handling procedures.
- Maintained confidentiality and integrity of financial operations in a high volume retail environment.
Education
High School -
Primavera High School
Skills
- Full Cycle Month End Close
- Financial Reporting & Analysis
- Federal & State Grant Compliance
- Indirect Cost Rate Agreement Preparation
- Single Audit & IRS 990 Preparation
- Budgeting & Forecasting
- General ledger Management
- Contract & Program Budget Management
- Microsoft Excel (Advanced)
- Proficiency in many different accounting softwares
- Cross-Functional Collaboration
Timeline
Senior Accountant
Robert Half Finance & Accounting
08.2025 - Current
Financial Analyst
Pathstone Corporation
07.2023 - 08.2025
Senior Accountant
Pathstone Corporation
06.2022 - 07.2023
Accountant – Full Time Consultant
Robert Half – Salaried Professional Services
02.2022 - 06.2022
A/P Specialist
Ultra-Electronics Defense Inc.
09.2021 - 02.2022
General Accounting Associate
Marine Hydraulics International, Inc.
04.2019 - 02.2020
Member Service Representative
Navy Federal Credit Union
07.2018 - 12.2018
Financial Services Representative/Teller
Langley Federal Credit Union
08.2016 - 03.2018
Sales Associate/ Cash Office Associate
TJ MAXX
10.2013 - 08.2016
High School -
Primavera High School