Dora Garza
Peralta,New Mexico
Summary
Dynamic finance and sales manager with strong leadership capabilities. Known for creating impactful onboarding materials and leading teams to achieve sales targets while fostering strong client relationships.
Overview
15
15
years of professional experience
Work History
Finance/Sales Manager
Motorsports of New Mexico
Los Lunas, New Mexico
02.2024 - 04.2025
- Created training materials to streamline onboarding process for new sales staff.
- Conducted market research to identify consumer trends and preferences.
- Collaborated with marketing teams on promotional campaigns and events.
- Provided product demonstrations to enhance customer engagement and understanding.
- Analyzed sales data to inform strategic decision-making and improve performance.
- Managed daily operations of sales department, including supervision of staff members.
- Performed sales consultations and educated clients on products and services.
- Presented monthly sales performance reports to management, highlighting trends and insights.
- Formulated pricing strategies to enhance competitiveness while maximizing profit margins.
Bilingual Victin Advocate/ Housing Bilingual Advoc
Valencia Shelter Services
Los Lunas, New Mexico
03.2020 - 09.2023
- Provided crisis intervention support to victims of domestic violence.
- Facilitated safety planning sessions with individuals and families, empowering them to develop personalized safety strategies.
- Coordinated referrals to shelter services and legal assistance programs, ensuring clients received necessary support.
- Developed educational materials on domestic violence awareness and prevention.
- Conducted follow-up calls to ensure ongoing support for clients.
- Assisted in organizing community outreach events for awareness campaigns.
- Collaborated with law enforcement and social services for case management.
- Assisted clients in accessing community resources such as legal aid, housing, job training and medical care.
- Advised survivors on issues related to protection orders, child custody arrangements and immigration status.
- Attended court proceedings with clients to provide emotional support and testify on their behalf.
- Maintained client records using an electronic database system, ensuring confidentiality and accuracy of data entered.
- Participated in trainings related to best practices in working with survivors of domestic violence.
- Collaborated with local law enforcement agencies to ensure the safety of victims in emergency situations.
- Conducted home visits to assess living conditions, provide support, and monitor client progress towards goals.
- Coordinated transportation for clients who need assistance getting to appointments or meetings.
- Assessed risk factors associated with potential cases of abuse or neglect in order to develop appropriate interventions.
- Assisted and advocated for clients in obtaining financial resources and government entitlements.
- Visited clients at residences to assist courts with custody decisions and conduct home study assessments.
Bilingual Senor Tax Analist/Store Manager
H&r Block
Los Lunas, New Mexico
11.2013 - 03.2020
- Prepared tax returns using H&R Block software and tools for individual clients.
- Analyzed client tax documents for accuracy and compliance with regulations.
- Assisted clients in understanding tax laws and filing processes effectively.
- Reviewed client information to identify potential deductions and credits available.
- Educated clients on changes in tax legislation affecting their filings and obligations.
- Conducted quality control checks on completed tax returns, ensuring accuracy and compliance with regulations.
- Collaborated with professionals to review and optimize complex tax structures, enhancing compliance and efficiency.
- Prepared and reviewed forms and related work papers for foreign entities and assisted with overseeing foreign income tax compliance.
- Researched federal, state, local, and international laws related to taxation issues.
- Worked with tax, legal, IT and accounting teams to improve tax compliance and reporting processes and developed integrated solutions to complex client and business issues.
- Developed complex models utilizing Excel spreadsheets for forecasting future taxable income.
- Coordinated annual tax compliance monitoring and inspections program, aligning activities with corporate objectives and regulatory requirements.
- Led tax planning initiatives to optimize clients' tax positions and minimize liabilities.
- Mentored junior staff on best practices in tax preparation and compliance processes.
- Trained staff members in proper procedures for filing returns and preparing documents required by regulatory agencies.
- Assisted with IRS audits by reviewing documentation and preparing necessary materials.
Bilingual Sales Associate/Sales Manager
J&N Broker
Albuquerque, New Mexico
02.2010 - 08.2013
- Assisted customers in both English and Spanish to enhance communication.
- Identified upsell opportunities to increase average transaction value.
- Maintained product displays to enhance customer engagement and drive sales.
- Managed sales teams across multiple regions to enhance performance.
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
- Cultivated strong relationships with suppliers and key clients to support sustained business growth.
- Analyzed customer feedback data to identify areas of improvement in the sales process.
- Analyzed customer data to identify trends, preferences, and opportunities for growth.
- Participated in negotiations with vendors regarding product purchases or contracts.
- Provided technical support for customers, answering questions about product features and capabilities.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
Education
Some College (No Degree) - General Studies
UNM
Albuquerque, NMSkills
- Sales strategy
- Pricing strategy
- Market analysis
- Financial reporting
- Forecasting models
- Customer relationship management
- Direct sales
- Risk assessment
- Inventory management
- Staff management
- Business Finance
- Problem solving
- Attention to detail
- Time management abilities
- Product demonstration
Languages
Spanish
Full Professional
Timeline
Finance/Sales Manager
Motorsports of New Mexico
02.2024 - 04.2025
Bilingual Victin Advocate/ Housing Bilingual Advoc
Valencia Shelter Services
03.2020 - 09.2023
Bilingual Senor Tax Analist/Store Manager
H&r Block
11.2013 - 03.2020
Bilingual Sales Associate/Sales Manager
J&N Broker
02.2010 - 08.2013
Some College (No Degree) - General Studies
UNM