Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Glori Taylor

Orange

Summary

As a leader in operational management and finance, I bring a strong foundation in C-suite-level business strategy, high finance, and relationship development with financial advisors, banking institutions, and private lenders. I have a proven track record of driving measurable results through big-picture thinking, fast-paced problem-solving, and agile leadership. With deep resilience and a passion for strategic execution, I thrive in environments that require innovation, collaboration, and results. I excel at aligning financial goals with operational outcomes, and building rapport across teams, executives, and professionals striving toward higher-impact agendas.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Tax Accounting Intern

GenWealth360
Long Beach
04.2025 - Current
  • Collaborated with top-tier financial advisors servicing seven-figure physicians, delivering tailored wealth management and structural legacy planning strategies to high-net-worth clientele.
  • Conducted cash flow forecasting, variance analysis, and ROI assessments to support investment decisions, and optimize portfolio performance.
    Ensured compliance with tax regulations and internal policies, facilitating accuracy and transparency.
  • Developed Excel-based financial models and P&L reports, reducing month-end close time by 20%.
    Strengthened client relationships through regular reporting, financial planning sessions, and strategic advisory meetings.

Manager on Duty

Ross Dress for Less
Buena Park
07.2020 - Current
  • Spearheaded daily front-end operations in a high-volume retail environment, overseeing up to 10 associates during peak hours.
  • Trained and developed team members to exceed performance metrics, resulting in improved customer satisfaction, and operational efficiency.
  • Exercised monetary oversight, managing end-of-day cash reconciliation, register audits, and ensuring POS accuracy, exceeding $10k in daily transactions.
  • Delegated responsibilities based on performance data, optimizing labor hours, and enhancing overall productivity.
  • Served as Manager on Duty, resolving escalated issues, enforcing loss prevention procedures, and executing closing operations with precision.

Education

Associate of Science - Business Accountancy

Orange Coast College
Costa Mesa, CA
05-2025

Skills

  • Tax compliance
  • Excel modeling
  • Client relationship management
  • Financial reporting and analysis
  • KPI tracking and data-driven decision-making
  • Business operations and workflow optimization
  • Cross-functional team coordination

Certification

  • Enrolled Agent (EA) – In Progress
  • Preparer Tax Identification Number (PTIN) Holder – IRS Registered
  • Entry-Level Accounting Certificate – Orange Coast College
    Foundational training in financial accounting, bookkeeping, and reporting principles.

Timeline

Tax Accounting Intern

GenWealth360
04.2025 - Current

Manager on Duty

Ross Dress for Less
07.2020 - Current

Associate of Science - Business Accountancy

Orange Coast College

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