Taylor Smith
Financial Specialist
Atlanta,Georgia
Summary
Experienced with organizing compound projects, outlining project priorities and goals, and allotting tasks. Well skilled in planning, problem solving and communication while being a dependable and dedicated attribute. Focused Accounting professional with four years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.
Overview
2025
2025
years of professional experience
Work History
CDK Global
01.2022 - Current
Retail Banker II
Woodforest National Bank
08.2020 - 05.2021
- Responsible for developing an in-depth knowledge of retail and business products and services; sell loans and deposit products to consumers and small business customers and prospects
- Meet or exceed individual goals for sales and referrals
- Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access
- Initiate current and potential customer contacts and participate in community organization as a representative of the bank in order to enhance the bank’s image.
Corporate Development and Finance Intern
1 1 - 01.2021
- Assisted the team in all aspects of administration tasks on financial planning
- Provided support to internal business partners
- Forecasted revenue and expenses
- Business and product analysis
- Collaborated with a team on research projects
- Prepared journal entries and pertinent reports
Benefits Advisor
AON Retiree Health Exchange
08.2019 - 03.2020
- Planning weekly employee schedules, determining appointment lengths and making phone calls to patients or customers regarding their appointment or meeting times
- Performed clerical duties, mailing and filing correspondence, and answering calls to ensure office efficiency
- Create and update records while ensuring accuracy and validity of information
- Communicated with patients and visitors while scheduling meetings and directing calls to appropriate departments.
Team Leader
Chick Fil A
05.2018 - 01.2020
- Illustrated campaign plans and managed logistics
- Analyzed market reports to determine where to seek out new business and develop strategies
- Collaborated with internal team members to drive market share and oversee sales cycle from prospect to close
- Oversaw a team of 12 representatives
Education
Bachelor of Science - Commerce and Business Administration, Finance; Marketing
The University of Alabama, Culverhouse College of Business
Master of Science - Business Analytics, Finance
The University of Alabama, Culverhouse College of Business
Skills
Microsoft Word, Excel and PowerPoint
Multitasking
Accounting
Training employees
Financial Accounting
Access
Validation
Analytical reasoning
Financial Management
Team building
Customer service
Team management
Management Information Systems
Multitasking
Reporting
Workflow
Budgeting
Cost accounting
Project organization
Budgets
Communications
Additional Information
- Earnestine Tucker Award- Spring 2017 and Spring 2018
- The National Society of Collegiate Scholars Fall 2017-Fall 2019
- President’s List Fall 2017-Fall 2018, Dean List Spring 2019
Volunteer Work
Event Planner , January 2018 – Present
NCNW, The University of Alabama, Tuscaloosa, AL
- Planned and organized all events for recruitment and community service.
- Generated annual schedule for meetings and all other events.
Brother, April 2020 — Present
Alpha Kappa Psi Professional Business Fraternity
- Attending weekly meetings and events
- Participate in tutoring, volunteer work, and community philanthropy
References
- Jeannette Smith CDC (404)-281-0458
- Brialle Menefee Defense Finance and Accounting
Timeline
CDK Global
01.2022 - Current
Retail Banker II
Woodforest National Bank
08.2020 - 05.2021
Benefits Advisor
AON Retiree Health Exchange
08.2019 - 03.2020
Team Leader
Chick Fil A
05.2018 - 01.2020
Bachelor of Science - Commerce and Business Administration, Finance; Marketing
The University of Alabama, Culverhouse College of Business
Master of Science - Business Analytics, Finance
The University of Alabama, Culverhouse College of Business
Corporate Development and Finance Intern
1 1 - 01.2021