Claudia Lugo
940 Chaparro St Apt 4,NM
Summary
Dynamic Financial Specialist with proven expertise at World Finance in tax preparation and client relationship management. Enhanced financial reporting accuracy through automation and improved internal controls, leading to increased client satisfaction. Adept at problem-solving and fostering teamwork, ensuring high-quality service during peak periods while maintaining confidentiality and trust.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
10
10
years of professional experience
Work History
Financial Specialist
World Finance
El Paso, TX
08.2022 - Current
- Collaborated with cross-functional teams to develop strategic plans aligned with overall company objectives
- Improved financial reporting accuracy by streamlining data collection processes and implementing automated solutions.
- Initiated conversations with clients to uncover financial needs, cross-sell services
- Strengthened internal controls over financial transactions by reviewing existing processes and recommending improvements as needed.
- Increased client satisfaction by providing accurate and timely tax preparation services and financial question .
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
Manager
Walmart
El Paso, TX
10.2014 - 03.2022
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service .
- Cross-trained existing employees to maximize team agility and performance.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
- Oversaw inventory management, optimizing stock levels, and reducing waste.
- Established team priorities, maintained schedules and monitored performance.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
- Created and reviewed invoices to confirm accuracy.
Education
Accounting
EPCC
El Paso, TXSkills
- Tax preparation
- Client relationship
- Customer service
- Problem solving
- Credit analysis
- Financial services
- Teamwork and collaboration
- Multitasking Abilities
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Financial Specialist
World Finance
08.2022 - Current
Manager
Walmart
10.2014 - 03.2022
Accounting
EPCC