Dynamic finance professional with extensive experience at Beaman Toyota, excelling in month-end close and bank reconciliation. Proven track record of streamlining processes, enhancing cash flow management, and training teams. Adept at preparing financial statements and fostering collaboration, ensuring accuracy and efficiency in financial operations.
Overview
10
10
years of professional experience
Work History
Assistant Controller
Beaman Toyota
Nashville, TN
03.2025 - Current
Assisted in preparing monthly financial statements and reports for management review.
Collaborated with accounting team to reconcile accounts and resolve discrepancies.
Maintained accurate records of all product sales and ensured accurate activation for multiple dealerships.
Provided training to peers and new employee's on financial procedures and CDK usage.
Ensured integrity of multiple general accounts through regular reconciliations, adjustments, and detailed documentation.
Streamlined month-end closing procedures, reducing time spent on manual tasks and increasing efficiency.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Assistant Controller
Mercedes Benz Of Cincinnati/Mercedes Benz of West Chester
Cincinnati, OH
11.2023 - 03.2025
Supported budget preparation and forecasting processes at end of year for a more efficient 2025.
Monitored cash flow and assisted in managing accounts payable and receivable functions.
Ensured integrity of multiple general accounts for each position in accounting through regular reconciliations, adjustments, and detailed documentation.
Implemented process improvements leading to increased productivity within the finance/service and parts department.
Ensured timely tax filings for 8300's forms throughout the year as well as 1099's at the end of the year.
Provided training to the entire accounting department for new employee's in each position. Including but not limited too, Biller, Accounts Payable, Accounts Receivables, Deposit Clerk, Service Cashier Etc.
Month end duties including F&I charge back log, expense trend analysis, Statistical data posting, salesperson commission calculation, and reviewing/cleaning necessary schedules including but not limited to Inventory, reserves, CIT, and down payments.
Completed physical inventory reconciliation each month for New, Used and Loaner vehicles.
Managed daily floor plan including both paying off vehicles and posting reconciliation.
Warranty Administrator
Automotive Warranty Network
Tampa, FL
07.2023 - 11.2023
Processed warranty claims efficiently, ensuring adherence to company policies and industry standards for multiple dealerships across multiple manufacturers.
Reviewed documentation for accuracy, mitigating potential discrepancies in warranty submissions.
Collaborated with service departments to resolve customer inquiries regarding warranty coverage and accounting departments to keep a clean and accurate schedule.
Maintained a high level of accuracy in claim submissions, resulting in minimal rejections due to incorrect information or incomplete documentation.
Posted all manufacturers as well as third party warranty payments in a timely manner in order to keep a accurate and clean balance on warranty accounts.
Maintained thorough records of all warranty claims, ensuring accurate documentation and timely submissions.
Monitored factory recalls and announcements to stay on top of changes.
Processed claim paperwork and followed up on missing information to complete processing.
Finance Assistant
Courtesy Nissan of Tampa
Tampa, FL
04.2021 - 07.2023
While at Courtesy Nissan I transitioned from Accounting Biller to Finance Assistant to help encourage a more efficient process for deal flow and posting.
As a Biller I was responsible for thoroughly auditing deals, ensuring timely and accurate posting.
Responsible for processing all daily deposits as well as kept track of cash flow for all departments across both Courtesy Nissan and Courtesy Hyundai.
Support and Assist Finance Director with miscellaneous tasks such as FedEx, Customer service, and Maverick notary services.
Maintained a positive relationship with multiple banks to facilitate timely funding's.
Conducted regular reconciliations of bank statements and financial accounts.
Organized and collected necessary documents from customers to ensure posting/funding of deal.
Warranty Administrator
Infiniti of Tampa
Tampa, FL
01.2016 - 04.2021
Processed warranty claims efficiently, ensuring adherence to Asbury policies and manufacturer standards.
Collaborated with service advisors to resolve customer inquiries regarding warranty coverage to prevent any chargebacks for both parts and service.
Assisted in training new staff on warranty processing procedures and system navigation.
Developed training materials that improved comprehension of warranty systems among team members.
Completed multiple submissions to request hourly rate increases for multiple warranty company's resulting in increased income for the service department.
Supported service department in understanding applicable warranties, leading to improved accuracy in diagnosing warrantable repairs.
Maintained a clean and updated warranty schedule and collaborated with accounting to ensure all records were complaint and accurately recorded.
Assisted service advisors with customer service where necessary, opening service repair orders, coding all individual lines on repair orders and closing with ensured accuracy.
Assisted service manager with monthly reports including Work In Progress report and technician hours for payroll submission.
Education
High School Diploma -
Leto High School
Tampa, FL
Skills
Month end close
Bank reconciliation
Preparing financial statements
General ledger management
Bookkeeping
Financial document review
Cash flow management
Timeline
Assistant Controller
Beaman Toyota
03.2025 - Current
Assistant Controller
Mercedes Benz Of Cincinnati/Mercedes Benz of West Chester