Joanna McKenna
Wesley Chapel,FL
Summary
Looking to pursue a full time Finance Manager or Director position in a successful, well established and growing company. Having spent years in the automotive industry, I am a business-minded professional and a results-oriented achiever that has expertise overseeing financial transactions, training and reconciling month-end financial reports. I collaboratively work well with team members and financial institutions offering confidence with decision making skills that have proven my ability to exceed targets and drive success. Some of the keys to my success are accountability, following processes, and strong organizational skills.
Overview
18
18
years of professional experience
Work History
Lead Finance Manager
Jim Browne Chrysler Jeep Dodge Ram Dade City
11.2018 - 08.2024
- Evaluate and negotiate contracts to procure favorable financial terms.
- Check salesman commissions and other accounting disbursements for accuracy.
- Train new and existing sales personnel in various financial products and procedures.
- Analyze business processes for federal and state compliance law.
- Comply with established dealership policies and procedures.
- Professionally offer products and services to consumers to protect their vehicle purchase.
- Analyze and rectify all month end performance reports for the Finance Department.
- Delivered comprehensive training for non-finance managers, enhancing cross training understanding and collaboration.
- Performed banking and financial tasks to guarantee five-star service for dealership customer
Finance Manager
Kuhn Volkswagen and Mazda
12.2017 - 11.2018
- Optimized cash flow with diligent monitoring of funds received from financial institutions.
- Negotiated favorable terms with financial institutions resulting in greater profits for the dealership.
- Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
- Achieved top customer service ratings by providing clear, understandable explanations of finance terms and conditions.
Sr Finance Manager
Kearny Pearson Ford & Kia
03.2014 - 09.2017
- Supported Finance Director with additional tasks and job duties.
- Mentored junior finance managers, encouraging an atmosphere of continuous learning and professional development.
- Identified areas for improvement within the finance team, leading to increased productivity.
- Developed and maintained relationships with customers and financial institutions.
- Achieved personal and department goals by over coming customer objections and executing the menu metrics.
Finance Director
DCH CJDR TEMECULA
04.2013 - 03.2014
- Managed company cash flow by monitoring daily transactions and funding of deals
- Verified compliance of financial policies and accounting procedures against federal regulations.
- Led successful negotiations on financing terms, resulting in lower interest rates and improved cash flow for the dealership.
- Built cohesive relationships with the financial institutions and the dealership.
- Worked with the sales managers and department heads to optimize sales growth across all departments.
Finance Manager
Kearny Pearson Ford & Kia
08.2009 - 04.2013
- Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
- Tailored finance packages to meet individual customer needs, giving a positive buying experience.
- Collaborated with the sales team to identify opportunities for finance-related upsells.
- Increased repeat business by establishing trust and rapport with customers through transparent and ethical finance practices.
- Processed loan applications and monitored progress from start to finish.
- Evaluated loan products to identify suitable options for customers.
Sales Associate / Finance Manager
Pearson Ford
08.2006 - 04.2009
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
- Managed customer appointments, ensuring a smooth and efficient sales process from start to finish.
- Utilized CRM tools to track leads, manage follow-ups, and effectively build a client data base.
- Developed successful sales strategies to maximize customer satisfaction and profit.
- Provided exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication throughout the financing process.
- Boosted dealership revenue by negotiating favorable financing packages for customers.
Education
Advance Finance Training - Finance And Insurance
JM&A Finance Training
California06.2015
F&I Training Certificate - Finance And Insurance
First Dealer Resources
Oklahoma 06.2007
No Degree - Liberal Arts And General Studies
College of DuPage
Glen Ellyn, IL09.1989
High School Diploma -
Lisle Sr High School
Lisle, IL06.1989
Skills
- Credit analysis
- Cash Flow Management
- Customer relationship development
- Goal Setting
- Relationship Building
- Mentoring and training
- Insurance Products
- Decision-Making
Work References
Pearson Ford
Gary Hertica - Owner/GM
760-271-3301
Kearny Pearson Ford & Kia
Doug Davis - GM
858-967-6645
doug.susandavis@gmail.com
Tom Nicholl - GSM
619-818-1382
DCH CJDR Temecula
John Holmbeck - GM
714-642-2256
Kuhn Auto Group
Jeff Nagle - Finance Director
352-606-1814
JM&A Group
Blair Varnes - Director of Dealer Performance
619-252-8537
blair.varnes@jmagroup.com
Jim Browne CJDR Dade City
Jim Browne - Owner
352- 573-7823
Dale Allison - GM
352-467-0503
dallison@jimbrowneauto.com
Personal References
Dan Beasley - Friend
619-647-9455
2365 Shaylane Way
Alpine, CA 91901
Known- 15 years
Ken Franklyn - Friend
619-571-3962
8725 Winter Gardens Blvd Unit A
Lakeside, CA 92040
Known -23 years
Hobbies
Cooking and Baking for my family and friends.
Event Planning
Timeline
Lead Finance Manager
Jim Browne Chrysler Jeep Dodge Ram Dade City
11.2018 - 08.2024
Finance Manager
Kuhn Volkswagen and Mazda
12.2017 - 11.2018
Sr Finance Manager
Kearny Pearson Ford & Kia
03.2014 - 09.2017
Finance Director
DCH CJDR TEMECULA
04.2013 - 03.2014
Finance Manager
Kearny Pearson Ford & Kia
08.2009 - 04.2013
Sales Associate / Finance Manager
Pearson Ford
08.2006 - 04.2009
Advance Finance Training - Finance And Insurance
JM&A Finance Training
F&I Training Certificate - Finance And Insurance
First Dealer Resources
No Degree - Liberal Arts And General Studies
College of DuPage
High School Diploma -
Lisle Sr High School
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