Luis Araque Connolly
New York,NY
Summary
Detail-oriented and professional individual dedicated to assisting clients in achieving their financial objectives. Possessing extensive experience in designing and executing personalized financial strategies that align with clients' unique needs and goals. A passionate advocate for delivering reliable financial advice and supporting clients in attaining their desired financial milestones.
Overview
3
3
years of professional experience
Work History
Financial Coach
International Rescue Committee, IRC
New York, NY
12.2021 - Current
- Led the Financial Capabilities Program, managing program development, implementation, and evaluation.
- Provided financial coaching, literacy, and support to over 1,000 refugees and asylum seekers.
- Conducted individual and group sessions focused on budgeting, saving, credit building, and debt management.
- Assisted clients with loan applications, resulting in a 80% approval rate.
- Developed and facilitated financial literacy workshops, reaching an average of 30 participants per month.
- Collaborated with local financial institutions to secure favorable loan terms for clients.
- Monitored and evaluated client progress, resulting in a 60% improvement in credit scores and net worth participating individuals.
- Created personalized financial plans tailored to each client's unique needs and circumstances.
- Utilized data tracking tools to measure the effectiveness of financial education programs and report outcomes to stakeholders.
- Provided ongoing support and resources to clients to ensure long-term financial stability and self-sufficiency.
- Achieved significant improvements in the VITA program, with the 2023 tax season processing 2.5 times more returns compared to the previous year.
- Assisted over 470 clients with their tax returns in 2023, processing refunds totaling approximately $700,000.
Data Analyst
Prime Clerk | Kroll Business
New York, NY
07.2021 - 12.2021
- Maintain an up-to-date database by scanning, inputting data, and processing customer claims
- Verify customer and account data by reviewing, analyzing, and correcting claims and ballots
- Support the client services team with questions or concerns regarding data processing
- Closely follow policies and procedures and provide input on any needed changes.
Assistant Tax Preparer/ Front Desk Assistant
H&R Block
Brooklyn, NY
03.2021 - 05.2021
- Assisted tax professionals with preparing tax returns and developing tax strategies to keep clients’ taxes to a minimum
- Interviewed clients in English and Spanish to obtain additional information on taxable income and deductible expenses and allowances
- Provided Spanish interpretation for colleagues working with Spanish speaking clients and translated documents
- Computed taxes owed or overpaid and completed entry forms using H&R Block tax software Blockworks
- Educated clients about the tax filing process and thoroughly addressed all questions and concerns
- Performed daily outreach to taxpayers to inform them about available tax services or any updates related to their tax returns.
Education
Criminal Justice A.A - Criminal Justice
Borough of Manhattan Community College
New York, NYBusiness Management - Accounting And Business Management
Universidad Nacional Autónoma De Honduras
Valle De Sula, San Pedro Sula, Honduras.Skills
- Client Relationship Building
- Personal Cash Flow Management
- Excellent Communication
- Team Collaboration
- Budgeting
- Credit Counseling
- Loans applications
- Tax assistance
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Financial Coach
International Rescue Committee, IRC
12.2021 - Current
Data Analyst
Prime Clerk | Kroll Business
07.2021 - 12.2021
Assistant Tax Preparer/ Front Desk Assistant
H&R Block
03.2021 - 05.2021
Criminal Justice A.A - Criminal Justice
Borough of Manhattan Community College
Business Management - Accounting And Business Management
Universidad Nacional Autónoma De Honduras