Dynamic and performance-driven business professional with high integrity, ambition, positive attitude, strong work ethic and great leadership skills. Meticulous and resourceful Business Manager with proven success leading productive teams, controlling P&L, networking to drive growth initiatives and marketing to maximize business and team growth. Ingenious in maximizing resources to meet challenging demands. Analytical and vivacious leader, a key team player with a diverse and versatile profile.
Trilingual: English, Spanish, and Portuguese
Overview
15
15
years of professional experience
Work History
Controller
Lancaster's Custom Dock & Lift Systems
04.2023 - 02.2024
Prepared monthly, quarterly and year-end closing statements and associated reports.
Oversaw cash flow, controlled costs and financial matters.
Coordinated and approved weekly expenditures.
Demonstrated the use of advanced formulas and functions within Excel, such as VLOOKUP, SUMIFS, COUNTIFS, and Pivot Tables for visual tracking and reporting.
Analyzed complex financial data sets to provide insights into business performance patterns over time.
Developed and implemented effective internal control systems to ensure compliance with GAAP, company policies and procedures.
Analyzed, revised, and approved all project costs and pricing.
Investigated discrepancies between actual and estimated job costs.
Maintained accurate and timely job cost accounting records.
Prepared and submitted Sales and Use Tax monthly.
Collaborated with Estimators, Design Lead, Lead Foremen, and Sales Reps to ensure data accuracy.
Timesheet analysis for accurate labor job costing classification.
Approved payroll upon review of accuracy and compliance.
Inventory Management ($1.6 mil).
Assisted with project and site-related objectives, including acquisition, operating financing, financial controls, systems integration and audits.
Tracked expenses and revenues against budgets and forecasts and reported variances.
Audit Liaison
Monitored Internal Controls
Improved margin calculations for increased profits (10% increase).
Upgraded company to Enterprise (cloud based) accounting software.
Directed Human Resources procedures such as Benefits, Hiring, Payroll and maintaining employee records.
Implemented new programs, policies, and processes to improve operational efficiency and employee retention.
Managed various benefits programs such as dental insurance, life insurance, retirement plans (401K) and vacation policies.
Director of Operations/Finance Manager
DK Auto Sales
12.2020 - 03.2023
Acting CEO
Maintain a closing rate of over 80%; Retained very high PVR
Increased company net profit by 34% end of 2021; tracking 46% end of 2022
Review, compose, and report monthly P&L; oversaw company financials
Proven track record showing increased front and back gross, monthly and yearly net profits; Sales/Finance Management
Manage account relationships, contract negotiations, sales, billing, and logistics
Establish and maintain good relations with all lenders and vendors
Execute and transmit necessary paperwork for booking and record keeping
Account management (100+ accounts); DMS and CRM upkeep
Identify target audiences, research and develop marketing plans with specific objectives; advanced SEO
Formulate spreadsheets for company analysis and team evaluation
Maintain vehicle inventory, retail pricing, expenses, and flooring on DMS
Led team meetings and one-on-one coaching sessions
Title preparation for in and out-of-state tags
Exportation of vehicles; Coordinated pick-up with piers, trucking companies, and air carriers for timely delivery.
General Office Management; Accounting; Payroll
General Manager
Nexcar
03.2015 - 12.2020
Oversaw the daily operations of the business
Monitored productivity; Database management both DMS and CRM.
Proactively identify solutions for customers experiencing credit issues;
Strategically negotiate with customers to close on deals and increase sales
Developed and implemented new company documents (new hire, onboarding, contractor, sales, pay plan)
Compile data to track sales volume, P&L, revenue control, statements and balance sheet
Automotive parts ordering; vendor relations
Updated company's website to facilitate customer search and company presence
Maintain staff by interviewing, recruiting, and coaching
Lead weekly sales meetings; coached one-on-one frequently
Implement marketing strategies for continuous exposure and sales; advanced SEO
Title preparation for in and out-of-state processing; exporting
General office management; Payroll; Accounting
Director of Operations/Project Manager
Loewen Decor
03.2009 - 02.2015
Instruct and supervise construction personnel and activities on and off-site
Analyze blueprints for permit expediting
Collaborate with architects, engineers, city officials and other construction and building specialists on and off- site
Budgeting, bidding, invoicing, and estimating for current and potential clientele
Travel arrangements for CEO, lodging for employees
Inventory management
Marketing strategies and presentations for potential customers
Account management and vendor relations
Project management
Recruitment and training of new employees; abetted proper installation procedures, painting guides, and life-long care instructions of product to employees and clientele