Brook Steely
Finance Management
Edmond,OK
Summary
Accomplished Finance Manager with a proven track record at Joe Cooper Lincoln, enhancing financial accuracy and operational efficiency through expert budget forecasting and staff training. Demonstrates exceptional leadership and critical thinking skills, achieving significant cost savings and compliance with regulatory standards. Skilled in software and customer relationship development, driving continuous improvement and customer satisfaction.
Overview
14
14
years of professional experience
Work History
Finance Manager
Joe Cooper Lincoln
05.2024 - 09.2024
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Optimized cash flow with diligent monitoring of accounts receivable and payable.
- Negotiated favorable terms with vendors, resulting in significant cost savings for the company.
- Created organizational structures to improve accounting and finance functions.
Automotive Sales Consultant
Joe Cooper Lincoln
04.2022 - 05.2024
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Finance Manager
Kramer Autoplex
Livingston , Tx
09.2024 - Current
- Skilled at working independently and collaboratively in a team environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Proved successful working within tight deadlines and a fast-paced environment.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Paralegal
Edward’s Law Firm
01.2011 - 09.2017
- Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Edited and proofread legal documents to verify accuracy.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
- Prepared legal briefs, motions, and pleadings.
- Boosted office productivity by maintaining an accurate calendar of appointments, deadlines, and court appearances.
- Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
- Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
- Assisted in preparation of settlement proposals and agreements to help attorneys negotiate settlement in best interest of client.
- Conferred with clients and other involved parties to gather and track case information.
- Conducted detailed client intakes and entered information into company database.
- Assisted attorneys with trial preparation through thorough research and analysis of relevant laws and regulations.
- Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
- Managed complex cases efficiently using specialized software programs designed for paralegal work to track information related to multiple parties over long periods of time.
- Contributed to successful case outcomes through diligent fact investigation and witness interviews.
- Aided settlement negotiations with effective summary reports outlining key points from discovery materials for use during mediation sessions or pretrial settlement talks.
- Optimized legal proceedings with precise preparation of trial notebooks and evidence.
Automotive Sales Consultant
Audi Tulsa
02.2018 - 12.2021
Finance Manager
Kramer Autoplex
Livingston, Texas
09.2024 - Current
Education
Bachelor Of Business Administration And Management - Finance
East Central University
Ada, OKAssociate Of Applied Arts - General
Eastern Oklahoma State College
Wilburton, OKSkills
- Budget Forecasting
- Financial Budgeting
- Customer Satisfaction
- Internal Controls
- Financial Management
- Continuous Improvement
- Verbal and written communication
- Customer relationship development
- Regulatory Compliance
- Skilled in Software
- Staff Training
- Cash Flow Management
- Insurance Products
- Attention to Detail
- Financial Reporting
- Goal Setting
- Sales professional
- Operational Reporting
- Decision-Making
- Business Relationship Management
- Critical Thinking
- Willing to Learn
- Team Building Leadership
- CRM Tracking
- Know Your Customer
- Typing and 10-Key Entry
- Cash handling expertise
- Sales Support
- Staff Management
- Credit Approval and Denial
- Loan Processing
Timeline
Finance Manager
Kramer Autoplex
09.2024 - Current
Finance Manager
Kramer Autoplex
09.2024 - Current
Finance Manager
Joe Cooper Lincoln
05.2024 - 09.2024
Automotive Sales Consultant
Joe Cooper Lincoln
04.2022 - 05.2024
Automotive Sales Consultant
Audi Tulsa
02.2018 - 12.2021
Paralegal
Edward’s Law Firm
01.2011 - 09.2017
Bachelor Of Business Administration And Management - Finance
East Central University
Associate Of Applied Arts - General
Eastern Oklahoma State College
Similar Profiles
Ava FrittsAva Fritts
Lot Porter / Administrative Assistant at Joe Cooper LincolnLot Porter / Administrative Assistant at Joe Cooper Lincoln
Noee Jr. BorjasNoee Jr. Borjas
Sales Professional at Joe Cooper DodgeSales Professional at Joe Cooper Dodge
Roger HarrisRoger Harris
Automotive Technician at Joe Cooper CDJRAutomotive Technician at Joe Cooper CDJR
Juelz HunterJuelz Hunter
Food Server at Pub WFood Server at Pub W
Michael ShermanMichael Sherman
Summer Day Camp Counselor at YMCA Of Greater Oklahoma CitySummer Day Camp Counselor at YMCA Of Greater Oklahoma City