Daniela Segura Email & Phone Number

Costa Rica

• Led the analysis of complex pension plans, collaborating with auditors to ensure compliance with the IRS deadlines and adherence to regulatory standards.
• Executed advanced financial calculations and analyzed large datasets, informing strategic decisions that led to a 15% increase in operational efficiency.
• Directed the compilation and delivery of comprehensive annual valuation reports for approximately 75 clients (by each team member), enhancing financial planning and decision-making.
• Monitored and interpreted changes in pension legislation, ensuring timely updates to plan administration and maintaining compliance across all platforms.
• Resolved client inquiries efficiently, achieving a 95% client satisfaction rate through proactive communication and problem-solving.
• Trained and mentored junior administrators, fostering a culture of continuous improvement that enhanced team performance, implementing regular feedback sessions and team-building activities that resulted in a 20%.

San José, Costa Rica

• Efficiently reviewed and processed sensitive client documentation to initiate plan administration, leading to a 20% reduction in processing errors.
• Downloaded financial statements from different platforms and conducted thorough reviews and interpretations of financial statements, identifying and correcting discrepancies that safeguarded compliance and financial.
• Evaluated the different types of contributions allowed in each plan to provide clients with possible scenarios and achieve the perfect balance between what is economically and financially advantageous for the client.
• Conducted advanced compliance testing, including ADP/ACP, Coverage, and Non-discrimination testing, with a strong focus on accuracy and implementing corrective actions when necessary.
• Oversaw the preparation and reconciliation of Trust Accounting, ensuring all records maintained accuracy and compliance.
• Generated compliance reports and facilitated governmental filings, including Forms 5500, 8955-SSA, 5330, and 1099-R, ensuring timely and accurate submissions.

San José, Costa Rica

• Contributed to macroeconomic assessments by analyzing financial statements and reconciling balances for Free Zone companies, which supported accurate economic impact reporting.
• Analyzed and classified financial data to support macroeconomic impact evaluations, enhancing the accuracy of GDP impact assessments.
• Maintained and generated detailed reports on taxes paid for public cultural events, providing valuable insights into fiscal impacts and contributing to better budget planning.

San José, Costa Rica

• Ensured the accuracy of financial and personal information for loan applicants, which supported reliable credit decision-making.
• Implemented tracking systems for verification requests, which enhanced processing efficiency and helped maintain high standards of data accuracy.

Education record

Bachelor'S Degree, Economics