1. KristenMarie Taglialatela
4245 W. Walworth Rd, Macedon NY 14502
(585) 797-8516
ktaglialatela@gmail.com
Career Focus:
Obtain a position where my business education and professional experience in client/customer relations will
have a significant and positive impact on an organization.
Professional Experience:
PAYCHEX - Rochester, NY 2011-Current
Senior General Ledger Implementation Specialist - Implement Paychex General Ledger systems for
clients
Specialist of choice for retaining high revenue at-risk clients
- Chosen representative for clients who have threatened to leave Paychex
- Address and correct key client dissatisfiers to gain back clients’ trust
Department representative for cross functional process improvement team
- Test systems to identify potential shortcomings that may exist prior to client implementation, and
assist in correction of these issues
Meet with department leaders to improve client integration
- Department's voice when meeting with the Paychex leaders to discuss recent large market client
conversations
- Bring to light potential systems inadequacies
Department contact for outside communications with contracted software companies
- Contact between outside contracted software companies (Adeptia and Axion) and Paychex
- Explain the department's requirements and balance with the outside software's capabilities and
limitations
Map high revenue clients’ General Ledger for import into client's software
- Mimic clients’ existing chart of accounts into the Paychex system in order to create files the
clients can import
Resolve numeric discrepancies within clients’ files
- Resolving why a accounting file does not balance or does not match what the client's
documentation suggests
Train new hires on Paychex systems and processes
- Mentor and train new hires
- Maintain mentor relationship to new hires for questions after training has concluded
General Ledger Support Specialist - Provide General Ledger service support to Paychex clients
Provide General Ledger Support to Paychex clients
Outstanding Customer Service Award/Online Services Department
Offer system support with various browsers/softwares interfacing with PaychexOnline
Assist clients with bank reconciliations/balancing books
Implementing General Ledger Service for clients
Assist other team members with problem solving
Chosen as sole employee to Beta test remote client services system
2. Property and Casualty Insurance Agent
3-time award winner for highest monthly revenue in sales
Develop and maintain relationships with payroll representatives
Provide product awareness to existing and potential Paychex clients
Ensure that client coverage is in place by following proper guidelines
ESL FEDERAL CREDIT UNION - Rochester, NY 2009 to 2011
Teller Supervisor
Asses and maintain branch compliance
Responsible for teller hiring and performance feedback
Balance branch and individuals
Manage and mentor new employees
Maintain efficient communications with corporate office
NORTHWESTERN MUTUAL FINANCIAL NETWORK (Intern) - Rochester, NY 2009
Education:
Bachelor of Science: Business Administration Marketing 2009
RochesterInstitute of Technology - Rochester, NY
Summary of Skills and Strengths:
Deliberative
Achiever
Integrity
Focused
Adaptive
Writing/Communication
Market research
Accounting
Business management
Problem Solving
Time Management
Additional Information
LICENSES: NY State Life, Accident, and Health Insurance (2009-2011); Property and Casualty
License (2011-present)