Katherine Lopez
Finance & Administrative Professional
Indianapolis
Summary
Bilingual (Spanish–English) professional with 6+ years of experience in finance, auditing, and administrative support. Skilled in managing client information, preparing accurate reports, and ensuring compliance with internal and external requirements. Recognized for adaptability in fast-paced environments and ability to collaborate across teams. Currently expanding expertise in U.S. taxation through specialized training, while remaining highly effective in administrative roles requiring organization, attention to detail, and client service.
Overview
8
8
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Shift Supervisor
PLS Financial Services
07.2025 - Current
- Supervise daily store operations and ensure smooth workflow during assigned shifts.
- Lead and train staff to deliver excellent customer service, including assisting clients with financial products such as debit cards, account services, and check cashing.
- Handle customer inquiries and resolve complaints efficiently and professionally.
- Monitor and manage cash handling, deposits, check processing, and end-of-day reconciliation.
- Ensure compliance with company policies, procedures, and security protocols.
- Assist in scheduling, delegating tasks, and supporting team performance to meet operational goals.
- Provide guidance and support to team members to maintain high service standards.
Internal Auditor
Embotelladora de Sula (Pepsi)
01.2019 - 09.2024
- Performed full-cycle internal audits for inventory, warehousing, and distribution operations across multiple national sites.
- Conducted operational audits of distribution centers to evaluate risk exposure and policy compliance.
- Reviewed and reconciled bank accounts, financial statements, and accounting ledgers for accuracy and regulatory compliance.
- Identified inefficiencies and contributed to the optimization of internal control procedures.
- Ensured company-wide adherence to internal financial and operational policies under a multinational corporate structure.
Tax & Legal Assistant
Deloitte & Touche
07.2017 - 12.2018
- Supported corporate clients with federal and local tax compliance, including preparation and review of monthly tax filings.
- Conducted tax risk assessments and provided guidance on regulatory requirements aligned with international best practices.
- Assisted in audits and reporting processes for companies in sectors such as finance, manufacturing, and retail.
- Acted as point-of-contact for client inquiries on tax law updates, deductions, and audit support.
- Contributed to consistent client satisfaction and regulatory accuracy through detailed, deadline-driven deliverables.
Education
MSc - Finance
Universidad Tecnológica Centroamericana (UNITEC)
06.2024
BSc - Finance
Universidad Católica de Honduras (UNICAH)
11.2017
Skills
- Office 365: Advanced proficiency
- Excel: Advanced proficiency
- Customer-oriented
- Cash handling expertise
- Document management
Certification
Data Analyst and Power BI Course ( Udemy, ongoing, 2025)
Achievements
Graduated Magna Cum Laude for Master's degree in finance, Graduated Magna Cum Laude, First in Class for Bachelor's degree in finance
Timeline
Shift Supervisor
PLS Financial Services
07.2025 - Current
Internal Auditor
Embotelladora de Sula (Pepsi)
01.2019 - 09.2024
Tax & Legal Assistant
Deloitte & Touche
07.2017 - 12.2018
BSc - Finance
Universidad Católica de Honduras (UNICAH)
MSc - Finance
Universidad Tecnológica Centroamericana (UNITEC)
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