Taylor Wilmore
San Antonio,TX
Summary
Proven Advanced Associate Analyst at Ernst & Young, I am proficient in Microsoft Excel and other Microsoft applications. Teamwork, enhancing client satisfaction and retention through improved data governance and collaborative client relationships are tasks I excel in. Demonstrated commitment to excellence and continuous learning in fast-paced environments.
Overview
3
3
years of professional experience
Work History
Advanced Associate Analyst
Ernst & Young
05.2023 - Current
- Developed strong relationships with clients, resulting in increased client satisfaction and retention rates.
- Prepared Excel spreadsheets for audit teams to review and deliver to clients.
- Performed quality reviews for spreadsheets received from offshore teams.
- Deliver work papers to clients via Canvas.
- Improved data governance practices, ensuring compliance with regulatory standards and internal policies.
- Maintained up-to-date knowledge on independence standards and best practices to ensure high-quality audit results were delivered consistently.
Data Coordinator
Patel Gaines PLLC
08.2022 - 03.2023
- Supported attorneys in preparing for trials, depositions, and other legal proceedings through thorough research and document preparation.
- Streamlined data collection processes for enhanced efficiency in gathering and organizing information.
- Leveraged advanced Excel functions for data manipulation and analysis.
- Managed incoming mail, distributing correspondence to appropriate team members while ensuring prompt attention to time-sensitive materials.
- Contributed to a positive work environment by assisting colleagues with tasks during busy periods or when additional support was needed.
- Improved client satisfaction by efficiently managing and organizing legal documents.
Associate
Fidelity Investments
09.2021 - 09.2022
- Maintained sensitive information with strict confidentiality and modeled ethics, professionalism and service orientation in employee interactions.
- Ensured timely and accurate processing of contribution changes, loan requests, and distribution transactions for clients'' accounts.
- Provided exceptional customer service through proactive communication about account updates, market news, or regulatory changes that may impact clients'' investments.
- Resolved complex investment issues, ensuring clients received accurate and timely information regarding their accounts.
- Enhanced client satisfaction by providing comprehensive 401K plan information and addressing concerns promptly.
Education
Bachelor of Arts - Communication
The University of Texas At San Antonio
San Antonio, TX12-2021
Skills
- Time management
- Attention to detail
- Computer skills
- Organizational skills
- Social event planning
- Activity and event planning
- Microsoft Excel proficiency
- Canvas
- Microsoft outlook
- Teamwork and collaboration
- Public speaking
Affiliations
- Black Professionals Network
- SDC Commercial Assurance Social Committee
Timeline
Advanced Associate Analyst
Ernst & Young
05.2023 - Current
Data Coordinator
Patel Gaines PLLC
08.2022 - 03.2023
Associate
Fidelity Investments
09.2021 - 09.2022
Bachelor of Arts - Communication
The University of Texas At San Antonio
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