Lori Thompson
San Juan Capistrano,CA
Summary
Proven track record in enhancing operational efficiency and financial integrity at Costco Wholesale Corp, leveraging expertise in financial analysis and internal controls. Skilled in fostering team cohesion and delivering exceptional customer service, significantly improving audit processes and compliance. Achieved notable success in employee training and customer satisfaction, driving business growth and operational excellence.
Overview
36
36
years of professional experience
Work History
Auditor
Costco E-commerce
Mira Loma , CA
11.2018 - 07.2024
- Analyzed balance sheets for mistakes and inaccuracies.
- Conducted audits on internal controls and developed reports on findings.
- Interacted regularly with clients to discuss audit progress, findings, and recommendations.
- Managed and trained team members to enhance audit department performance and increase operational efficiency.
- Presented audit results to management teams, delivering information in non-technical terms for easy understanding.
- Cross-trained employees, enabling completion of priority tasks during personnel absences.
- Delivered superior level of customer service to business clients.
- Prepared detailed audit work-papers for review by senior auditors.
- Identified discrepancies in financial documents, investigated causes, and proposed solutions.
- Performed audits of operational and financial areas to check compliance.
- Identified and assessed areas of significant business risk and internal control weaknesses.
- Verified accuracy of budgeting procedures by comparing actual figures against projected targets.
- Ensured timely completion of all assigned tasks within set deadlines.
- Provided guidance on improving internal controls over business processes.
- Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
- Reduced audit fees by bringing audit processes in-house.
- Maintained accurate accounts for cash, fixed assets and other transactions.
Frontend Supervisor
Costco Wholesale Corp
Montclair, CA
01.2013 - 11.2018
- Resolved customer problems by investigating issues, answering questions and building rapport.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Scheduled staff shifts to ensure adequate coverage during peak hours.
- Responded to customer inquiries and delivered appropriate information after carefully researching issues.
- Cultivated professional relationships with guests, improving customer retention through coordinated service.
- Maintained accurate records of inventory, sales, and employees.
- Connected with customers to provide assistance and collect feedback to optimize operations.
- Used Point of Sale register system to complete transactions.
- Implemented procedures to reduce shrinkage and increase profitability of the department.
- Delegated work to employees based on shift requirements, individual strengths and unique training.
- Delegated work to staff, setting priorities and goals.
- Kept department on-target to meet sales and profit objectives by minimizing waste and pursuing revenue generation opportunities.
- Maintained detailed and accurate accounting records by overseeing documentation of sales, purchases, and requisitions.
- Conducted department walkthrough to assess and remedy factors such as cleanliness, inadequate stock levels and poor merchandising.
- Led employee performance evaluations and rewarded top performers to retain quality personnel.
- Reviewed employee timecards for accuracy and approved payroll submissions accordingly.
- Managed daily operations, client relations and IT.
- Processed credit card payments and counted back change and currency with accuracy rate.
- Answered phones to respond to customer inquiries and transferred calls to appropriate staff members.
- Analyzed sales data from various sources to identify trends in customer behavior and purchasing patterns.
- Coordinated with other departments to ensure smooth flow between receiving goods, stocking shelves, check out process.
- Emphasized customer service excellence through ongoing training of front-line team members to improve customer service ratings.
- Conducted regular performance evaluations of front end personnel.
- Identified appropriate solutions to minimize issues and quickly solve problems.
- Managed customer complaints and rectified issues to complete satisfaction.
- Performed daily audits on registers and safe counts to verify accuracy of funds on hand.
- Researched out-of-stock items to find additional inventory in other store locations.
- Monitored cash register transactions to ensure accuracy and compliance with company policies.
- Ensured adequate staffing levels during peak business hours.
- Delegated work tasks to employees based on shift requirements, individual strengths, and unique training.
Marketing Assistant
Costco Wholesale Corp
Montclair , CA
12.2001 - 01.2013
- Built and maintained relationships with clients throughout assigned territory by providing attentive customer service.
- Analyzed customer data to generate insights and improve targeting capabilities.
- Monitored and recorded inventory stock to document use of items.
- Developed and maintained relationships with local communities, stakeholders, and partners.
- Prepared and submitted timely reports summarizing field activities and outcomes.
- Conducted research on consumer behavior, trends, and preferences to inform targeting efforts.
- Authored written reports outlining findings and site information.
- Managed relationships with third-party partners providing access to valuable demographic information.
- Supervised administrative duties, prepared daily routines and maintained operational records.
- Initiated activities at field level.
Membership Marketing Supervisor
Costco Wholesale Corp
City Of Industry, CA
03.1998 - 12.2001
- Developed innovative strategies to reach target customers for membership sign ups
- Held employee splinter meeting
- Collaborated with other departments to coordinate strategic marketing activities.
- Collected and analyzed market research data for use in forecasting.
- Prepared marketing campaign budgets with finance personnel.
- Delivered marketing strategy updates to upper-level management.
- Organized vendor golf tournaments .
- Prepared reports detailing progress against goals set by senior management team.
- Marketed products and services at trade-shows and promotional events.
- Implemented customer loyalty programs that increased repeat membership sign ups
- Assessed projects against budgets and timelines, keeping team and assignments on task.
- Established relationships with vendors, suppliers, ad agencies and media outlets.
Membership Clerk
Price Club
Azusa, CA
06.1988 - 03.1998
- ZIP Code analysis
- Monitored competitor activities related to membership programs in order to stay competitive in the marketplace.
- Maintained confidentiality when dealing with sensitive customer information.
- Answered emails from existing and potential members regarding their accounts or services offered.
Education
Associate of Arts - Business Administration And Management
Mt. San Antonio College
Walnut, CA06-1994
Skills
- Financial analysis
- Internal controls
- Compliance auditing
- Audit documentation
- Customer service
- Team building
- Employee training
References
References available upon request.
Timeline
Auditor
Costco E-commerce
11.2018 - 07.2024
Frontend Supervisor
Costco Wholesale Corp
01.2013 - 11.2018
Marketing Assistant
Costco Wholesale Corp
12.2001 - 01.2013
Membership Marketing Supervisor
Costco Wholesale Corp
03.1998 - 12.2001
Membership Clerk
Price Club
06.1988 - 03.1998
Associate of Arts - Business Administration And Management
Mt. San Antonio College
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