Lluvia Longoria
Odessa,TX
Summary
Successfull at evaluating and distilling complex financial data. Excels at cultivating and maintaining strong client relationships. Stays current on developments across multiple industries best to serve clients with fresh, accurate, relevant information and mitigate potential impacts. A hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. A committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to enhance the organizational brand.
Overview
1
1
Certification
Work History
Financial Planning Analyst
Chapman Wealth Management
Odessa , TX
01.2023 - Present
- Developed customized investment portfolios tailored specifically for each client's unique situation.
- Reviewed client's current insurance coverage for adequacy and cost effectiveness.
- Analyzed a variety of data sources such as macroeconomic indicators, company fundamentals, industry trends, in order to identify potential investment opportunities.
- Developed comprehensive financial plans including retirement planning, cash flow management, estate planning, investment strategies and tax minimization strategies.
Administrative Bookkeeper
Alvidrez Accounting Services
Odessa, TX
08.2019 - Present
- Reviewed employee expense reports for compliance with company policies.
- Managed general ledger entries, invoicing and deposits.
- Generated monthly balance sheet reconciliations and trial balances.
- Ensured accuracy of journal entries, account classifications, and cost allocations.
- Maintained up-to-date vendor records including contact information and payment terms.
- Performed data entry for all transactions into accounting software.
- Assisted with accounts receivable, accounts payable and payroll processes.
- Conducted month-end closing activities and reconciliations of bank statements.
- Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
Tax Advisor
Income TAX USA
Odessa, TX
01/15/09 - Present
- Developed strategies to minimize clients' overall tax liability through proper planning techniques.
- Performed due diligence reviews on entities before mergers or acquisitions to assess potential liabilities from such activities.
- Assisted in preparing complex tax returns for individuals, businesses, and trusts.
- I reviewed the previous year's returns for errors or missed opportunities, which may result in refunds or additional savings.
- Conducted audits of individual taxpayers and small businesses to verify reporting accuracy.
- Finalized and processed paperwork with local, state, and federal government authorities.
- Provided tax advice and guidance to clients regarding investments, deductions, credits, and other relevant matters.
- Provided representation services before the IRS when necessary during examinations or appeals proceedings.
Education
BBA - Accounting
University of The Permian Basin
Odessa05-2026
Associate of Applied Science - Business Management
Odessa College
Odessa, TX12-2023
High School Diploma -
Presidio High School
Presidio, TX05-2021
Skills
- Cost Analysis
- Advanced Excel
- GAAP Knowledge
- Tax Planning
- Client Relationship Development
- Retirement Planning
- Account Performance Reviews
- Wealth Management
- Referral Management
- Investment Consulting and Planning
Languages
Spanish
Professional
Certification
- I have been certified in life and health for the past 14 years.
Timeline
Financial Planning Analyst
Chapman Wealth Management
01.2023 - Present
Administrative Bookkeeper
Alvidrez Accounting Services
08.2019 - Present
Tax Advisor
Income TAX USA
01/15/09 - Present
BBA - Accounting
University of The Permian Basin
Associate of Applied Science - Business Management
Odessa College
High School Diploma -
Presidio High School
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