Motivated Director of Finance promoting more than 24 years of proficiency in identifying and analyzing trends and partnering with other departmental leaders. Action-oriented individual with experience tracking actual business results against plans, including acquisitions. Offering exceptional issue resolution and staff training skills.
Overview
25
25
years of professional experience
Work History
Finance Director
Lithia Motors, Inc
Valencia, CA
01.2018 - Current
Was hired at DCH Audi Calabasas as Finance Director. Established strong relationships with banking partners to facilitate access to essential funding channels.
After 4 months promoted to Sales Manager at sister location DCH Audi Oxnard to help implement process and structure in launching of new Audi location.
Set clear departmental objectives and developed effective strategies to achieve targeted goals for Sales Dept. and Finance PVR.
Transferred to newly acquired Lithia store Audi Valencia (formerly Keyes Group) store as Finance Director in 2021 to assist in training and mentoring staff to improve Sales objectives. Lithia sold store in 2022 and transferred to Keyes Lexus of Valencia.
Maintain $3500-$4000 PVR. Consistently make Lithia's Elite Top Producer List.
Sr. Finance Manager
SANTA MONICA AUDI
Santa Monica
01.2016 - 01.2018
Oversaw a department of 3 F&I Managers, and one department assistant.
Offer vehicle financing and insurance to customers and providing them with thorough explanation of aftermarket products and extended service contracts and complete explanation of manufacturer and dealership service procedures and policies
Establish and maintain good working relationships with lenders, factory reps, and vendors. Maintained $2500 PVR
Finance Manager
HORNBURG JAGUAR LAND ROVER
West Hollywood
01.2012 - 01.2016
This position required me to “float” between two Hornburg locations
Processing financing and leasing deals accurately and securing approval through finance sources
Attend compliance training to keep abreast of Federal State and local regulations that affect the operations of a dealership
Maintain heat sheet, and handle funding problems for 2 locations
Establish a positive relationship with customers as they are presented products and services offered by the dealership
Demonstrate behaviors consistent with Pendragons Values in all interactions with customers, co-workers and vendors.
Finance Manager
PORSCHE, AUDI, VOLKSWAGEN DOWNTOWN L.A.
Los Angeles
01.2006 - 01.2012
Floated three brands
Offered vehicle financing and insurance to customers and providing them with a thorough explanation of aftermarket products and extended service contracts and a complete explanation of manufacturer and dealership service procedures and policies
Establish and maintain good working relationships with lenders, factory and vendors
Seeking new lending institutions and maintaining good working relationships to secure competitive interest rates and financing programs
Processing financing and leasing deals accurately and securing approval through financial sources to secure approval and through the proper federal, state and corporate channels
Understanding and complying with federal, state and local regulations that affect the new and used vehicle finance departments
Training new F&I Managers, and providing the sales team with information on finance and lease programs and the benefits of the dealership's financing and extended service programs
Review ‘Heat sheet' with the business manager weekly to ensure the smooth flow of deals in the department, handled all funding problems within the department for all three brands.
Finance Assistant, Credit Manager
GALPIN MOTORS
North Hills
01.1999 - 01.2006
Hired as a Finance Assistant
Responsibilities included pre-checking deals, calling for loan payoffs, obtaining rebate authorizations, verifying auto insurance coverage
Held that position for only 8 months, and then was promoted to a Credit Manager where I held that position for most of my time at Galpin
As a Credit Manager I was the liaison between Finance Managers and the Finance Director
Rehashed all deals (first level) directly with buyers
Responsible for funding problems at all stores and CIT List for Ford, Lincoln-Mercury, Mazda, Jaguar, Volvo, Aston-Martin & Saturn
Supervised and trained 5 Finance Assistants within the department, maintained Galpin's Aging analysis reports on behalf of the Finance Director and kept CIT's less than 4 days.
Education
Finance And Insurance Management -
College of Automotive Management
Santa Ana, CA
10.2004
Skills
24 years Sales/Finance experience working in a "High-line" dealership’s F&I Department Knowledge with most dealer DMS Platforms such as Advent, CDK, Reynolds & Reynolds, ADP, UCS, Dealertrack, Route One, V Auto and Vin Solutions Very strong attention to detail Ability to work independently, very organized, and self-motivated