Haley McGough
Tyler,TX
Summary
Experienced with financial analysis, client advisory, and regulatory compliance. Utilizes analytical skills to provide strategic financial recommendations. Track record of enhancing client satisfaction and maintaining compliance standards. Highly outgoing and skilled in conflict resolution, communication, collaborating, problem solving, and time management. Very reliable and adaptable.
Overview
10
10
years of professional experience
Work History
Financial Services Specialist
Ashroq Financial
01.2020 - 06.2025
- Advised high volume of new business owners on optimal entity selection, LLC's, managed all state and federal registration.
- Prepared and filed returns identifying key deductions and tax credits to minimize client and tax liability.
- Developed strategy plans for building and leveraging credit, enabling clients to secure capital and funding.
- In office and remote handling customer inquiries via phone, email, and chat,
- Performing accurate data entry, ensuring data integrity and confidentiality.
- Responding to customer inquiries, complaints, and issues while maintaining high customer satisfaction and data accuracy.
- Manage and organizing physical and digital records. Also documenting interactions, complaints, and actions with clear records of service.
Sales Associate, Designer
Swanns Furniture and Design
06.2017 - 10.2019
- Prospecting new leads, demonstrating products and services, negotiating contracts, closing deals, meeting or exceeding sales goals.
- Nurturing customer relationships, providing excellent service, collaborating with marketing team, keeping updated sales skills, and product knowledge to drive company revenue and growth.
- Sales presentations, and closing high ticket sales.
- Collaborating using strategy with design plans, teamwork, market awareness, and sales reports.
- Customer relationship management, building rapport.
- Flexibility and adaptability to vanity of customer issues while maintaining friendly demeanor.
- Interpersonal skills, ability to handle rejection and remain focused.
CSR /Retail Sales Associate
Havertys Furniture
04.2015 - 06.2017
- Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
- Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
- Achieved monthly sales goals.
- Resolved customer issues in store and after delivery's.
- Processed payments, orders, and request. Primary point of contact.
- Maintained expert understanding in person, over phone, and emails. Ensured customer satisfaction.
- Great verbal and written skills
- Empathy, understanding, and problem solving skills.
- Technical proficency
Education
GED -
The Castle
Tyler, TXSkills
- Data Entry and Management: Accurate input and organization of client information and financial records
- Communication & Customer Service: Clearly explaining complex tax concepts to clients, building trust, actively listening, and managing client expectations
- Attention to Detail: Ensuring accuracy in calculations and documentation to avoid errors or penalties
- Organization & Time Management: Managing multiple clients, documents, and deadlines effectively
Timeline
Financial Services Specialist
Ashroq Financial
01.2020 - 06.2025
Sales Associate, Designer
Swanns Furniture and Design
06.2017 - 10.2019
CSR /Retail Sales Associate
Havertys Furniture
04.2015 - 06.2017
GED -
The Castle
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