DIEGO GONZALEZ
Kansas City,MO
Summary
Financial professional with expertise in financial analysis, modeling, and reporting. Proven ability to support senior leaders with statistical insights for informed decision-making. Committed to delivering quality work and fostering effective communication within teams. Knowledgeable about financial, operational and sales leadership.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Territory Manager
CAR Financial
Kansas City, MO
08.2024 - Current
- Managed regional sales strategies and initiatives for automotive financing solutions.
- Cultivated partnerships with dealerships to enhance product awareness and adoption.
- Analyzed market trends to identify growth opportunities and expansion potential.
- Developed sales forecasts to guide strategic planning and resource distribution.
- Monitored competitor activities to adapt strategies and sustain market position.
- Led negotiations with key clients to secure advantageous contracts and partnerships.
- Provided training and support on product knowledge and sales techniques for team members.
- Conducted comprehensive market analysis to pinpoint customer needs and preferences.
Business Development Representative
CAR Financial
San Antonio, Texas
01.2022 - 08.2024
- Developed strategic partnerships to drive growth and enhance market presence.
- Identified new business opportunities through comprehensive market research and analysis.
- Managed client relationships to ensure high satisfaction and retention rates.
- Collaborated with cross-functional teams to align strategies and initiatives effectively.
- Conducted presentations and proposals to engage potential clients successfully.
- Negotiated contracts, securing favorable terms for the organization.
- Tracked industry trends to inform business development strategies.
- Prepared reports on sales performance metrics, including revenue growth and conversion rates.
Administrative Assistant / Athletics Assistant
Trinity University
San Antonio, USA
08.2017 - 05.2021
- Assisted in the organization, creation, and delivery of documents throughout campus, including organizing documents and recording notes during employee meetings.
- Assisted the athletics coach in resolving various issues.
San Antonio Ambassador Program - Internship
City of San Antonio
San Antonio, USA
05.2018 - 08.2018
- Collaborated with various employees within the San Antonio Planning Department, including informing staff of promotions, events, and updates throughout the department.
- Managed certain annexation, rezoning and SA Tomorrow activities while contributing to a summer-long project that analyzed the benefits of introducing a better public transportation service system.
Education
Bachelor of Science - Finance
Trinity University
San Antonio, TX05.2021
Skills
- Client relations and acquisition
- Market penetration strategies
- Client consultations
- Territory expansion
- Consultative sales
- Project management
- Microsoft Excel proficiency
- GAAP reporting
- Leadership and collaboration
- Effective communication
- Analytical thinking
- Sales forecasting
- Market analysis
- Contract negotiation
- Account growth initiatives
- Pipeline development
Certification
- CFA Program, 04/20
- Investment Foundation Program
- Ethical Leadership, 10/19, NASBA Center for the Public Trust
Timeline
Territory Manager
CAR Financial
08.2024 - Current
Business Development Representative
CAR Financial
01.2022 - 08.2024
San Antonio Ambassador Program - Internship
City of San Antonio
05.2018 - 08.2018
Administrative Assistant / Athletics Assistant
Trinity University
08.2017 - 05.2021
Bachelor of Science - Finance
Trinity University