Claudia Ugalde Soley, Mslod, Acc

Claudia Ugalde Soley, Mslod, Acc

Finance Director For Employee Benefit (Insurance) Division @ The Standard

About Claudia Ugalde Soley, Mslod, Acc

Claudia Ugalde Soley serves as the Finance Director for the Employee Benefit (Insurance) Division at The Standard, where she has worked since 2018. She holds a Licentiate degree in Accounting from Universidad de Costa Rica and a Master of Science in Leadership and Organizational Development from UT Dallas, along with a certification in Executive Coaching.

Work at The Standard

Claudia Ugalde Soley serves as the Finance Director for the Employee Benefit (Insurance) Division at The Standard. She has held this position since 2018, contributing to the financial oversight and strategic direction of the division. Her role involves managing financial operations, ensuring compliance with regulations, and implementing effective financial strategies. Ugalde Soley has developed training programs aimed at closing audit gaps and has crafted business continuity plans to mitigate risks within the organization.

Education and Expertise

Claudia Ugalde Soley has an extensive educational background. She earned a Licentiate degree in Accounting from Universidad de Costa Rica (UCR). She furthered her studies at the Naveen Jindal School of Management, UT Dallas, where she obtained a Master of Science in Leadership and Organizational Development from 2019 to 2021. Additionally, she completed a Certification in Executive Coaching at the same institution from 2019 to 2020. This combination of education equips her with strong leadership and financial management skills.

Background

Prior to her current role, Claudia Ugalde Soley worked at Intel Corporation for 15 years, where she held the position of IFRS and Local Statutory Global Coordination Manager from 2003 to 2018 in the Portland, Oregon Area. Her earlier experience includes a four-year tenure as an External Auditor at KPMG in Costa Rica from 1999 to 2003. This diverse background in finance and auditing has provided her with a solid foundation for her current responsibilities.

Achievements in Financial Management

Claudia Ugalde Soley has implemented significant improvements in financial processes throughout her career. At Intel Corporation, she introduced a new KPI system that enhanced collaboration with Treasury Accounting. She played a crucial role in reshaping reconciliation activities during the transition of Treasury Confirmations to Costa Rica. Additionally, she improved internal controls by addressing general ledger anomalies, which ensured the accuracy of financial accounts.

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