Joseph M. Vallery II
Beaumont,TX
Summary
Accomplished Finance Manager with a proven track record at Mercedes-Benz Of Beaumont, enhancing financial operations and driving efficiency. With critical thinking and relationship building, achieved significant cost savings through strategic negotiations and optimizing cash flow for the dealership. Skilled in insurance negotiation, consistently delivering results that go beyond customers expectations that have benefited both the customer and dealership.
As F&I Director, I've experienced financial statement review, auditing and reporting. Well-versed in producing, evaluating department operations and handling month- and year-end closings. As well as a team player.
Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Finance Manager
Mercedes-Benz Of Beaumont
10.2020 - Current
- Negotiated favorable terms with vendors, resulting in significant relationships and deals for the customers ans dealership.
- Strengthened internal controls through regular audits and adherence to regulatory requirements.
- Interviews with customers before the sale and working with the desk before submitting deals to lenders for the right fit.
- Streamlined month-end close process, reducing time spent on manual tasks and work to improve data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Reviewed documentation and identified financial discrepancies where applicable.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Performed banking, business administration and financial tasks to guarantee great CSI service for clients.
Finance Manager
Volkswagen Of Beaumont
08.2020 - 10.2020
- Increased financial efficiency by streamlining and automating financial reporting processes.
- Optimized cash flow with diligent monitoring of accounts receivable and payable for CIT.
- Strengthened internal controls through regular audits and adherence to regulatory requirements.
- Negotiated favorable terms with vendors, resulting in significant relationships and deals for the customers and dealership.
- Increased profitability by identifying the needs with customers and desk.
Sales Associate
BMW Of Beaumont
01.2017 - 08.2020
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Maintained accurate inventory records to ensure adequate stock levels, minimizing out-of-stock situations that could impact customer satisfaction.
- Contributed to visual merchandising efforts by creating eye-catching displays that showcased products effectively and enticed shoppers to make purchases.
Lease Return Specialist
BMW Of Beaumont
01.2017 - 08.2020
- Followed all company policies and procedures to deliver quality work.
- Listened and responded to customer requests and forwarded necessary information to superiors.
- Interpreted clients' needs and introduced services to fit specific requirements.
- Maintained current understanding of market conditions, compliance standards and best practices.
- Developed and managed relationships with key clients and partners to drive growth.
Education
No Degree - Theology
College of Biblical Studies-Houston
Houston, TXHigh School Diploma -
Ross S. Sterling
Houston07.1988
Skills
- Insurance Products
- Relationship Building
- Critical Thinking
- Insurance Negotiation
Certification
- Certified BMW sales rep. with classes at BMW in New Jersey
- Certified Mercedes-Benz F&I Manager through classes at Mercedes-Benz F&I School in Dallas.
Timeline
Finance Manager
Mercedes-Benz Of Beaumont
10.2020 - Current
Finance Manager
Volkswagen Of Beaumont
08.2020 - 10.2020
Sales Associate
BMW Of Beaumont
01.2017 - 08.2020
Lease Return Specialist
BMW Of Beaumont
01.2017 - 08.2020
No Degree - Theology
College of Biblical Studies-Houston
High School Diploma -
Ross S. Sterling
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