Jennifer Fliss
Burlington
Summary
Dynamic Finance Manager and Director at Holz Motors, Inc., adept at financial analysis and contract negotiation. Successfully enhanced profitability through actionable insights and compliance training. Proven leader in team building and project management, fostering a culture of excellence while delivering audit-ready records and accurate financial reporting.
Overview
27
27
years of professional experience
Work History
Community Volunteer
Lions, Grace Church, Girl Scouts of America
Burlington
09.2012 - Current
- Cookie Mom and Co-Leader for Girl Scouts of America for eight years.
- Community volunteer, assisting the Lions Club with the Jamboree, parade and various community events.
- Orchestrator of the 2023 Trunk or Treat for Grace Church.
- Youth Group Volunteer/Co-Leader for Grace Church.
Finance Manager and Director
Holz Motors, Inc.
Hales Corners
08.1998 - Current
- Coordinated approvals for auto loans with over 40 financial institutions.
- Worked with thousands of customers to customize their auto loans to best suit their needs.
- Department Director of Managers and Clerical Assistants.
- Manage and keep track of reports on shared drives, Microsoft Excel, and present such reports monthly to the Board of Directors.
- Continually train staff to ensure compliance with the laws of the state of Wisconsin and the CFPB.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Monitored financial performance metrics, developing actionable insights and recommendations to enhance profitability.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Negotiated contracts and agreements with vendors, suppliers, and service providers to reduce costs and improve terms.
Education
Notary
Notary Public
Wisconsin08-2016
AFIP Certified F&I Professional - Finance
The Association of Finance And Insurance Pros
Scottsdale, AZ11-2003
High School Diploma -
Mukwonago High School
Mukwonago, WI05-1998
Some College (No Degree) - Pharmaceutical Medicine
UW Waukesha
Waukesha, WISkills
- Financial analysis
- Microsoft Excel
- Customer service
- Regulatory compliance
- Project management
- Team building
- Employee training
- Data reporting
- Contract negotiation
- Attention to detail
Timeline
Community Volunteer
Lions, Grace Church, Girl Scouts of America
09.2012 - Current
Finance Manager and Director
Holz Motors, Inc.
08.1998 - Current
Notary
Notary Public
AFIP Certified F&I Professional - Finance
The Association of Finance And Insurance Pros
High School Diploma -
Mukwonago High School
Some College (No Degree) - Pharmaceutical Medicine
UW Waukesha
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