Courtney Taylor

Experience

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  PNC

  Jan 1996 - Jul 1997

  Senior Investment Accountant

  Prepared daily cash positions – net asset value. Verified computer inputs and market quotes. Prepared of monthly financial statements and regulatory information for international mutual funds

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  KeyCorp

  Jul 1997 - Nov 1998

  Senior Auditor

  Performed audit procedures for the Trust & Asset Management department. Evaluated internal controls and met with direct line management. Prepared concise audit reports with findings and recommendations. Developed audit test and determined audit-sampling methods.

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  House of Blues Entertainment

  Nov 1998 - Nov 2004

  Director of Finance

  The House of Blues Concerts managed local facilities: Blossom Music Center, Jacobs Pavilion, and Phantasy Theatre. Key responsibilities: Prepared annual budget at department level, partnered with corporate booking agents to prepare annual operating plan which included reforecasting events based on attendance projections, profitability estimates, variance/trend analysis, and artist settlement. Led cash management process which involved reconciliation of box office, merchandise, and food & beverage sales. Responsibilities included coordination of cash pick-ups and drops-offs for artist settlement with an armored service.  Collected, at artist settlement, city sales and income taxes; and made monthly payments to local municipalities.  Directed accounting functions such as: payroll for 700 – 800 seasonal employees, accounts payable, accounts receivable, corporate sales tracking/reporting, and journal entries. Evaluated artist, vendor and partner contracts to ensure accurate settlement reporting and sponsorship tracking. Implemented company-wide financial statement analysis reporting tool that provided a standardized method for quarterly analysis. Created departmental procedural manuals and digitalized records. Show less

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  Advance Payroll Funding LTD

  Nov 2004 - Jan 2011

  Client Service Manager

  Developed, maintained, and focused on retention of client relationships, to include on-boarding and client training with the end-goal of meeting the client’s business short and mid-term cash needs. Key responsibilities: Managed business relationship for approximately 60 small to medium sized staffing firms with combined accounts receivable balance of over $20M.  Led client relationship team that reviewed, approved and processed client’s weekly payroll funding requests, while maintaining client satisfaction (100% retention) through service and value-added offerings. Developed reporting tool implemented in the credit department to manage client’s unapplied cash, which controlled accounts receivables, and provided an efficient mechanism to track payments while conducting research. Show less

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  PNC

  Jan 2011 - Nov 2018

  Senior Financial Analyst

  Supported financial reporting for the Technology & Operations business unit and partnered with system directors within the Technology group. Key responsibilities: Enhanced business unit reporting and consolidated for enterprise-wide presentation, with commentary for executive committee. Facilitated month-end close process where cost drivers and trends were identified. Reported results and variance analysis to senior management and system directors by preparing detailed account analysis and journal entries consistent with GAAP standards. Collaborated with technical project managers to prepare business case presentations for executive committee approval for capital and direct expense spend. Reported cost allocation for each line of business from established technology budget. Partnered with system directors to develop specific business unit budgets for capital and direct expense operating plans. Show less

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  DRB Systems, LLC

  Nov 2018 - May 2021

  Sr Financial Planning & Analysis Analyst

  Lead role in monthly reporting for both internal and external stakeholders to include development and preparation of budget process. Key responsibilities:  Designed financial reporting templates, led monthly financial review meetings and prepared consolidated reporting and commentary for executive board presentation.  Planned budget process with functional leaders across the business and assisted with developing robust revenue models for SaaS business. Facilitated monthly forecast of P&L, balance sheet, and cash flow statement review. Implemented process improvement in payroll processing, revenue recognition, expense tracking, and journal entries consistent with GAAP standards. Show less

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  Hall of Fame Resort & Entertainment Company

  Jun 2021 - Mar 2025

  Financial Planning and Analysis Manager

  Lead financial manager for the Hall of Fame Village (Tom Benson Hall of Fame Stadium, Sports Field Complex, Center for Performance, and Play Action Plaza along with the Double Tree hotel in downtown Canton). Key responsibilities: Facilitated budgeting, forecasting, and reporting processes, including monthly pre-close process, variance analysis and commentary for executive board reporting. Designed monthly reporting template and dashboard for all business verticals along with revenue and strategic pricing models, special event P&L, and five-year strategic plan.  Initiated special event process which included reporting event revenue, expense tracking reconciliation, and settlement with tour management team or renting entity.  Implemented reporting procedures to deliver timely, accurate, and insightful management reporting which includes a special events P&L dashboard and event settlement report. Enhanced and supported accounting processes in payroll, commissions reporting, sales tracking, box office reporting, and journal entries consistent with GAAP standards. Show less

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  RosmanSearch

  Mar 2025 - now

  Senior Manager Finance & Accounting