Summary
Overview
Work History
Education
Skills
Certification
Awards
References
Languages
Timeline
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Frank Plata

Rosemount,United States

Summary

Performance-driven, versatile leader with four plus years as a high performing Financial Manager, Account Manager, Citi Bank Agency Coordinator and four plus years in the Automotive industry. Experience supervisor with the superior ability to mentor employees, effectively and efficiently learn quickly, and improved the overall efficiency and performance of a 3,000 personnel organization and a team of 10 Finance Managers.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Finance Manager

Valley Buick GMC
09.2023 - Current
  • Increased store Back-end gross by over $300 per contract
  • Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
  • Maintained an average PVR of $2,852
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Helped integrate a new operating system to stream line and combine a CRM and a Menu system all into one.
  • Optimized cash flow with diligent monitoring of accounts receivable and payable.
  • Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
  • Maximized profitability by negotiating and structuring optimal automotive financing deals.
  • Provided exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication throughout the financing process.
  • Maintained an organized workflow by prioritizing tasks effectively managing multiple client files simultaneously ensuring timely processing of all transactions.

Finance Manager

Apple Ford Lincoln
03.2021 - 07.2023
  • Go to Finance Manager for all questions and complex tasks to provide solutions.
  • Quickly and efficiently learned programs within a month timespan of start date.
  • Contributed in gaining the highest grossing year for the company.
  • Maintained a high profit margin on each deal funded of $2,000 per contract.
  • Increased customer lease renewals by 24%.
  • Passe the Association of Finance and Insurance Professionals Certification with a 99% (highest of all finance personnel from all Apple Autos locations.)
  • Helped increase the teams overall gross per contract, maximizing back end products and reserves.
  • Increased team morale.
  • Maintained overall go to Finance Manager for all of the Finance Team and Sales Team.
  • Gained Peak Performer from Ford.

Sales Consultant

Apple Ford Lincoln
07.2020 - 03.2021
  • Maintained a $1,980 average products sold per vehicle.
  • Point of contact for all bilingual clients coming through all 5 locations.
  • Average of 12 deals per month.
  • Effectively generated repeat clients and referrals in a short span of time.
  • Proficiently learned all product lines for Ford and Lincoln.
  • Earned Ford/Lincoln Certifications in less than 1 month of start.

Product Specialist

Park Chrysler Jeep
06.2019 - 06.2020
  • Earned Jeep Expert/Mopar Expert/UConnect Expert/Ram Expert in two consecutive years.
  • Average of 15 car sales per month.
  • Maintained having over $2,000 of products sold on all contracts.
  • Assisted in renewal and updating the Park Jeep Website.
  • Contact for all bilingual clients coming through the Service and Sales Department.
  • Rapid and Proficient product knowledge retention on all product lines.

Administrative Supervisor

United States Marine Corps
03.2015 - 03.2019
  • Created new budgeting strategies, travel arrangement processes, organization procedures, and processes for 4 major organizations in California and Arizona bases.
  • Promotion to Supervisor for travel systems and Citi Bank Agency Coordinator.
  • Department Manager of an Administrative team of 12 employees that assisted 6 subordinate departments within San Diego.
  • Supervised sensitive paperwork to be forwarded to the Chief Executing Officer.
  • Travel Arranger of over 27,000 travel and claims, insuring all travels were properly reimbursed, totaling over 4 million dollars.
  • Credit Card Supervisor for over 3,000 personnel accounts, increasing efficiency and accuracy of detailed audits and fraud prevention report by nearly 50%.
  • Citi Bank Agency Coordinator for over 3,000 personnel.
  • Manage of an Administrative team that assisted in cost reductions, budgeting, reviews, and request supervisions.
  • Correspondence review of over 13,000 forms, packages, and requests.

Education

High School Diploma -

Farmington High School
06.2014

Skills

  • Customer Satisfaction
  • Continuous Improvement
  • Staff Management
  • Verbal and written communication
  • Performance Analysis
  • Customer relationship development
  • Coaching and training
  • Strong negotiation skills

Certification

  • Association of Finance and Insurance Professionals (AFIP)
  • Ram, Jeep, Mopar, UConnect Expert
  • Google Coursera Analytics Professional
  • Organization Defense Travel Supervisor
  • Professional Sales Program
  • Citi Bank Agency Program Coordinator

Awards

  • Peak Performer, Ford, 01/05/23
  • Peak Performer, Ford, 01/05/22
  • Navy Achievement Medal, United States Marine Corps, 01/01/19

References

  • Mike Tweedy, Finance Director, Apple Ford Lincoln, Mtweedy2002@gmail.com, (612) 916-8051
  • Luis Jimenez, Supervisor, United States Marine Corps, luis.e.jimenez@gmail.com, (661) 380-0206
  • Tommy Tse, Sales Consultant, Apple Ford Lincoln, (612) 283-1204
  • Joan Warweg, Commercial Finance Manager, Apple Ford Lincoln, (651) 214-4553
  • Zach Lovera, Finance Manager, Apple Ford Lincoln, (952) 300-7225
  • Luke Jonason, Finance Manager, Apple Ford Lincoln, (218) 234-3467
  • Pete Lawless, Lincoln Brand Manager, Apple Ford Lincoln, (651) 503-7244

Languages

Spanish
Native or Bilingual

Timeline

Finance Manager

Valley Buick GMC
09.2023 - Current

Finance Manager

Apple Ford Lincoln
03.2021 - 07.2023

Sales Consultant

Apple Ford Lincoln
07.2020 - 03.2021

Product Specialist

Park Chrysler Jeep
06.2019 - 06.2020

Administrative Supervisor

United States Marine Corps
03.2015 - 03.2019

High School Diploma -

Farmington High School

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Frank Plata