Accomplished finance manager with a strong focus on team development and strategic execution. Achieved top sales rankings while fostering a culture of mentorship, ensuring compliance, and enhancing operational efficiency within fast-paced environments.
Overview
13
13
years of professional experience
Work History
Finance Manager (Promoted From Sales Consultant)
Galpin Ford
North Hills, CA
10.2023 - Current
Financial Management: Execute complex financial contracts and DMV documentation with 100% accuracy, ensuring full compliance with federal and state lending disclosures.
Revenue Generation: Present and sell high-margin manufacturer and aftermarket products, including extended warranties and GAP insurance, to maximize dealership backend profit.
Lender Negotiation: Direct credit application submissions and negotiate with lenders to secure optimal financing terms for a diverse client base.
Sales Excellence ( Most Recent Year): Ranked in the Top 5 Sales Consultants out of a 55-person team within the first 2 years of employment. Frequently won dealership sales contests for unit volume, gross profit, and customer satisfaction (CSAT) scores.
Managed the end-to-end sales lifecycle, from digital lead cultivation to vehicle delivery and owner orientation.
Tesla Advisor
Tesla
Burbank, CA
03.2022 - 10.2023
Sales & Outreach: Exceeded monthly delivery targets by educating prospective owners on EV technology and local incentives through multi-channel outreach.
Process Engineering: Designed and implemented a streamlined intake process for body shop appointments, significantly reducing customer wait times and administrative errors.
Operations & Compliance: Audited service tickets for policy compliance, managed vendor payments via e-procurement, and oversaw quality control for all returned vehicles.
Escalation Management: Served as the primary lead for resolving high-level customer concerns and mentored junior advisors on service rectification policies.
Financial Services Professional
Revolution Financial Management
Glendale, CA
07.2013 - 12.2023
Wealth Management: Conducted detailed financial reviews and utilized illustration software to provide tailored product quotes.
Team Development: Recruited and trained new associates, scaling branch production through consistent mentorship and advanced product training.
Public Speaking: Organized and hosted large-scale financial seminars to educate the community and generate high-quality leads.