Summary
Overview
Work History
Education
Skills
Additional Information - Software Proficiency
Timeline
Generic
Taylor Nguyen

Taylor Nguyen

Houston,TX

Summary

Accounting professional with extensive experience in Finch companies., specializing in full cycle accounting and reconciliation. Led process improvements that reduced month-end closing time from 15 to 7 days. Skilled in software implementation and team development, ensuring compliance and accuracy in financial reporting.

Overview

19
19
years of professional experience

Work History

Product Accounting Manager

Figure Lending
100% Remote
07.2025 - Current
  • Hired 2 staff, including 1 senior, and managed a team of 3 staff, 1 senior, and 2 consultants
  • Created processes for new products
  • Worked closely with strategic finance team to ensure revenue is aligned with their forecasted
  • Worked closely with Data Engineer team for new reports
  • Contributed to company IPO, maintaining monthly close within 10 business days
  • Reconciled and resolved servicing clearing account with $1.6M variance since 2023
  • Revamped reconciliation templates such as notes payable, marketable securities,

Staff Accountant

Solar Mosaic
100% Remote
08.2024 - 06.2025
  • Reconciled borrower payments for 63 accounts, ensuring accurate loan application and deposited into correct bank account.
  • Reconciled clearing GLs from 2017.
  • Recouped $500K from trusts as a result from misapplied payments that were outstanding from 2023.
  • Conducted analysis of interest and fee incomes.
  • Supported audits by ensuring compliance and smooth information flow.

Senior Accountant

Above Lending Inc.
100% Remote
03.2022 - 08.2024
  • Streamlined month-end closing process, reducing turnaround from 15 to 7 business days.
  • Prepared and presented comprehensive financial analyses to executives.
  • Spearheaded implementation of AP automation software, enhancing efficiency.
  • Developed and instituted AP policy, standardizing procedures across the organization.
  • Led annual external financial audit as well as other audits as requested.
  • Mentored Senior Accountant and Staff Accountant. Also trained total of 2 VP of Accounting, fostering team growth.
  • Managed full-cycle accounting, including payroll and benefits reconciliation.
  • Meticulously reconciled loan balances and payments, promptly addressing variances.
  • Ensured precision in financial reporting and regulatory compliance.

Staff Auditor

Briggs & Veselka (merge Crowe, LLC on January 2022)
Houston, TX
09.2019 - 03.2022
  • Conducted audits ensuring compliance with GAAP and GAAS for diverse organizations.
  • Evaluated accounting systems to identify risk factors and enhance control activities.
  • Executed analytical procedures and documented findings for financial audits.
  • Reviewed grants and loans for adherence to guidelines, ensuring compliance.
  • Performed accurate inventory counts and analyzed transaction accounts.
  • Team member of the Financial Institution team, Not for Profit team, and Employee Benefits Team.

Senior Financial Analyst

First Service Credit Union
Houston, TX
12.2016 - 09.2019
  • Analyzed and implemented Visible Equity for CECL compliance, ensuring regulatory readiness.
  • Developed procedures for new SBA department, enhancing operational efficiency.
  • Led integration of Sedona CRM into core system, streamlining customer management.
  • Negotiated consultant invoice, achieving $20,000 cost savings for the company.

Staff Accountant

First Service Credit Union
Houston, TX
12.2016 - 09.2019
  • Led intercompany transactions, enhanced full cycle accounting for 2 subsidiaries.
  • Collaborated on NCUA 5300 report filing, ensuring compliance.
  • Streamlined month-end processes, improving efficiency.
  • Prepared variance reports for Board, aiding strategic decisions.
  • Mentored and trained 3 staff accounts and new controller.

Staff Accountant

Nxcess Motorcars
Houston, TX
05.2007 - 12.2016
  • Reduced sales used tax audit bill from $500,000 to $2,000, showcasing strong negotiation skills.
  • Resolved internal and external audits, ensuring compliance and accuracy.
  • Reconciled accounts receivable discrepancies, improving financial reporting.
  • Created detailed expense reports, optimizing capital expenditure requests.
  • Supervised 2 staff accountants and 1 title clerk.

Education

BBA - Accounting

University of Houston-Downtown
Houston, TX
12.2016

Skills

  • Software implementation
  • Financial reporting
  • Full cycle accounting
  • Reconciliation and closing
  • Audit support

Additional Information - Software Proficiency

  • Sage Intacct
  • Tableau
  • Microsoft Office
  • Excel (Power Pivots, Lookups)
  • NetSuite
  • Oracle
  • Black Line Reconciliation
  • FloQast Reconciliation
  • AvidXchange AP

Timeline

Product Accounting Manager

Figure Lending
07.2025 - Current

Staff Accountant

Solar Mosaic
08.2024 - 06.2025

Senior Accountant

Above Lending Inc.
03.2022 - 08.2024

Staff Auditor

Briggs & Veselka (merge Crowe, LLC on January 2022)
09.2019 - 03.2022

Senior Financial Analyst

First Service Credit Union
12.2016 - 09.2019

Staff Accountant

First Service Credit Union
12.2016 - 09.2019

Staff Accountant

Nxcess Motorcars
05.2007 - 12.2016

BBA - Accounting

University of Houston-Downtown
Taylor Nguyen