Summary
Overview
Work History
Education
Skills
Golf, snowboard
Languages
Timeline
Generic

Albert Morales

Stockton,CA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

20
20
years of professional experience

Work History

Finance Manager

Toyota Town
11.2023 - Current
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
  • Monitoring red flags, Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
  • Strong work ethic and attention to detail and accuracy.
  • Proven track record in sales, compliance and per deal averages.
  • Team builder.
  • Making sure all deal documentation is accurate and legal to meet funding requirements.
  • Ensure funding by following up with bank requirements

Finance Manager

Merced Toyota
04.2005 - 11.2024

Senior finance manager and top producer.

Reviewed documentation and identified financial discrepancies where applicable.

  • Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
  • Monitoring red flags, Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
  • Strong work ethic and attention to detail and accuracy.
  • Proven track record in sales, compliance and per deal averages.
  • Team builder.
  • Making sure all deal documentation is accurate and legal to meet funding requirements.
  • Ensure funding by following up with bank requirements

Education

Bachelor of Science - Psychology

California State University - Fresno
Fresno, CA
05.1994

Skills

  • Customer Satisfaction
  • Insurance Products
  • Decision-Making
  • Fraud prevention
  • Critical Thinking
  • Team Building Leadership
  • Willing to Learn
  • Know Your Customer
  • Risk Assessment
  • Revenue Generation
  • Prioritizing and Planning
  • Sales professional
  • Goal Setting
  • Customer Service
  • Attention to Detail
  • Relationship Building
  • Negotiation

Golf, snowboard

Spanish speaker.

Languages

Spanish
Professional Working

Timeline

Finance Manager

Toyota Town
11.2023 - Current

Finance Manager

Merced Toyota
04.2005 - 11.2024

Bachelor of Science - Psychology

California State University - Fresno
Albert Morales