Catalina Flores
San Jose
Summary
Analytical professional with expertise in tax preparation, recognized for delivering exceptional customer service and ensuring accuracy in financial reporting. Proven ability to navigate complex tax situations through critical thinking and problem-solving skills. Demonstrated success in working collaboratively with diverse clients to prepare precise tax filings and provide strategic financial advisement. Highly productive in both independent and team environments, consistently meeting deadlines under pressure.
Overview
27
27
years of professional experience
Work History
Accelerated Tax Associate
H&R Block
San Jose
12.2023 - Current
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Advised clients on strategies for minimizing their tax liability within legal parameters.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Performed detailed reviews of client accounts prior to filing taxes in order to identify any discrepancies or errors.
Lead Camp Counselor
San Jose Family Camp Yosemite
San Jose
04.2024 - 09.2024
- Lead the front office and camp store, assisting with front office tasks, including but not limited to inventory, closing processes, and process improvement.
- Provide additional project support, team scheduling, documentation on procedure, and gaining an understanding of camp life.
- Evaluated existing programs and proposed new ideas that could be implemented at the camp.
Business Intelligence Analyst – Sales Operations
Riverbed Technologies
Sunnyvale
04.2020 - 10.2023
- Maintained 98% accuracy in customer data creation.
- Bi-monthly review of accounts and hierarchy placement for worldwide accounts, establishing 98% data validation.
- Improved data quality processes with detailed reviewing and maintaining documented processes.
- Collected, tracked and evaluated current business and market trend data.
- Identified opportunities for data optimization and automation of processes.
Sr. Commission Analyst
Riverbed Technologies
Sunnyvale
07.2015 - 04.2020
- Calculated and maintained 99% accuracy of monthly commissions for over 500 direct and indirect reps, while meeting the submission deadline to payroll.
- Coordinated process of sales compensation development and setup in the applicable commission system, ensuring 100% accuracy for commission calculation and sales alignment.
- Documented process improvements; maintained a change log on a monthly basis.
- Ensured timely review and distribution of comp plans, with reporting on accuracy and acceptance.
- Involved sales ops, sales finance, and HR to ensure accuracy and alignment for the sales organization.
- Provided customer service to sales reps regarding any type of inquiry about sales compensation.
Data Analyst
Palo Alto Networks
Santa Clara
08.2013 - 06.2015
- I assisted on various data verification and migration projects, maintaining a 95% accuracy.
- Worked on a cross-functional team to complete projects in a timely manner.
- Managed commissions for the inside sales organization, 30 reps.
- Assisted Commission Analysts with commission plan acceptance in the New Year implementation.
Program Manager
Cisco Systems
San Jose
10.1998 - 06.2011
- Liaison with customers and material control teams, maintaining 98% order accuracy, on-time deliveries, and returns.
- Documented, analyzed, and identified specific processes for improvement annually to maintain ISO status.
- Managed to resolution escalations from customers and sales representatives.
Education
Master of Science - Project Management
Saint Mary’s University of Minnesota
Bachelor of Science - Health Science (with Concentration in Management)
San Jose State University
Skills
- Tax preparation
- Client advising
- Data analysis
- Microsoft Excel
- Customer service
- Process improvement
- Cross-functional collaboration
- Attention to detail
- Time management
- Problem solving
- Project management
- Multitasking
Timeline
Lead Camp Counselor
San Jose Family Camp Yosemite
04.2024 - 09.2024
Accelerated Tax Associate
H&R Block
12.2023 - Current
Business Intelligence Analyst – Sales Operations
Riverbed Technologies
04.2020 - 10.2023
Sr. Commission Analyst
Riverbed Technologies
07.2015 - 04.2020
Data Analyst
Palo Alto Networks
08.2013 - 06.2015
Program Manager
Cisco Systems
10.1998 - 06.2011
Master of Science - Project Management
Saint Mary’s University of Minnesota
Bachelor of Science - Health Science (with Concentration in Management)
San Jose State University