Joshua Rodriguez
Houston,TX
Summary
Well-traveled Field Implementation Specialist with 5 years experience of training and installing CDK Drive products as clients Dealer Management system. Satisfied only when customers successfully integrate new CDK processes and procedures for new and improved daily operations. Looking for a career to build and further myself in. A professional environment that has room for growth in my field of expertise, which are accounting skills and training skills in the accounting department of the automotive industry. I bring knowledge, leadership, quick learning skills to everything that I do. I am up for any challenge also any chance at learning something new to gain better understanding at my position or a new opportunity that may present itself.
Overview
13
13
years of professional experience
Work History
Business Solutions Consultant/Field Implementation Specialist
KForce/CDK Global
03.2018 - Current
- Manage travel through Concur and facilitating all bookings flight/car rental/hotel once assigned to project.
- Manage and maintain all admin work for CDK such as trip reports and expenses per project
- Facilitating training with clients on CDK Drive application for accounting
- Time management for project time period set by scheduling to train clients
- Consulting client on best practices and how to best utilize CDK drive
- Making any corrections to the install that the client needs including laser forms, accounting setups, parts and service setups, and any errors that arise
- Provide technical accounting matter expertise by working with the Client Implementation Manager (CIM) to understand project scope to maintain and achieve all contracted items
- Train and advise clients on best practices for their day to day operations, to gain best usage practices for the CDK product
- Establish per client the best training schedules to best meet the clients needs in systems operations
- Manage and work with the conversions and Virtual Implementation teams to ensure the clients customer data is imported, validated, and signed off by the customer before go-live
- Lead custom product training and application to meet clients organizational goals.
Billing Clerk/Inventory/Warranty/Accounting
Honda Cars of Katy
08.2017 - 03.2018
- Billing all New and Used Car deals
- Managing and maintaining schedules
- Keeping track of Policy accounts
- Loading in all Dealer Trades
- Stocking in all New Units
- Processing all Warranty Cancellations
- Issuing all checks to customers and Lien Holders once warranty cancellation statement is posted
- Tracking and cleaning warranty Schedule
- Floor all units that need to be floored
- Payoff all units that need to be paid off
- Breaking down all car deals New and Used
- Keeping track of the Sales Log by entering Deals/Bill & Returns/Returned Contracts/Wholesales
- Deposits for Sales, Parts and Service
- Tracking and Cleaning Cash clearing schedule
- Sending out all Bank Packets at the end of the day
- Logging all products in the Product Remittance Log and sending them out
- Issuing all referral checks, Equity checks, and we owe checks
- Managing the Gross Log for the dealership and all sales: New, Used, and Wholesales.
Accounting Clerk/Inventory/Finance Secretary
Beck and Masten KIA
09.2016 - 06.2017
- Stocking in all New and Used units
- Putting New units to In-stock status once delivered
- Issuing checks for Used units that require them
- Filing titles with jackets once received
- Dealer Trades whether they are Floor Swap or Check Swap
- Issuing checks for the Dealer Trade runner
- Filing MSO’s once received from either Kia or Dealer Trade
- Posting all internals: R.O
- Parts tickets (have to research which account they go to then post)
- Posting Credit cards for Service & Parts
- Depositing all checks and cash for New and Used Car deals/Parts and Service
- Closing out all deposits and posting the bank
- Stripping all New and Used car deals
- Sending out all Bank packets
- Submitting for rebates on New vehicles/ Rebate schedule
- Faxing all Certified Pre-Owned vehicles limited warranty
- Getting any form or paperwork missing in a New or Used deal
- Issuing any check requests from New or Used deals
- Filing: Car deals, deposits, checks, receipts, delivery receipts, internals, statements, invoices, etc.
- Updating and keeping track of Deal Log and Purchase Log
- Issuing all P.O.’s for sales department
- Issuing checks for spiffs for sales personnel and check requests.
Representative
BDC
- Handling all incoming and outgoing calls
- Handling all internet leads for people looking to for either a new or used vehicle
- Generating business for the dealership through phone calls, emails, and mailers
- Working as a team with the sales people to assist the customers
- Customer Service
- Keeping up with all rebates, incentives, and specials going on
- Answering any and all questions customers may have about the vehicles.
Billing and Inventory Clerk
Group 1 Automotive
07.2016 - 09.2016
- Screening all car deals for all the proper paperwork
- Billing all deals: New, Used, Wholesales, and Aftermarket
- Stocking in all vehicles: New, Used, Auction, Used Purchase, AAX, and Dealer Trades
- Cleaning Schedules: Payoffs, Inventory, We owes, Accessories, and Down payments
- Keeping an Excel spreadsheet of all deals for the month billed and not billed
- Keeping track of all sales people’s commissions and spiffs
- Doing weekly, mid-month, and month end payroll for sales personnel
- Working for 5 different dealerships in the U.S.
General Accounting Clerk/Inventory Clerk/Biller
Big Star Ford
12.2014 - 07.2016
- Breaking down all new and used vehicle deals of all warranties
- Entering all warranties to prepare them for batching
- Batching all warranties sold in service and sales
- Stocking in all new and used units
- Issuing checks for warranty batches and purchase units
- Monitoring and cleaning all schedules that pertain to my position
- Filing all MSO’s and Titles with the corresponding units
- Entering all warranty cancellations and invoices
- Helping Mid-month and end of month billing car deals
- Creating and maintaining spreadsheets for cancellations and purchase units
- Redeeming all maintenance claims for service
- Helping with deposits when needed due to my understanding of them
- Issuing all refund checks to either the lien holder or the customer whichever they are due to.
Service BDC rep./Cashier/General Accounting Clerk
Northwest Dodge
12.2013 - 07.2016
- Handling all inbound and outbound phone calls for service
- Redirecting all phones to the designated service advisor, taking messages, or getting an update on a vehicle being serviced
- Handling all rental and loaner units for customers with vehicles that were in service
- Making sure to keep the CSI scores up by following up with customers after their service visit
- Receiving all payments for service tickets whether they be credit cards/cash/checks
- Filing and keeping track of all closed Repair Order tickets for service
- Managing the Service Department deposit making sure that it balanced every day to accountings GL
- Entering all Warranty contracts to prepare them for batching
- Batching all Warranty contracts for both service and sales
- Redeeming all maintenance claims for service
- Handling all Warranty cancellations for all products and issuing checks to either the lien holder or customer
- Issuing checks for warranty contracts batches
- Counting and depositing all monies for both service and sales taken from customers
- Depositing all checks for wholesales and dealer trades
- Managing all hold checks and depositing them on the date held to
- Issuing checks for refunds on down payments
- Monitoring and cleaning all schedules pertaining to my position.
Floor Hand/Lead Scanner/Supervisor
SMX CEVA Logistics
08.2012 - 12.2014
- Handling all incoming merchandise for Office Depot
- Placing all items in the designated areas to prep it for shipping
- Scanning all incoming and outgoing pieces of merchandise to keep track of every item for the work load report
- Wrapping all items at the end of the night to finalize and ship them out to all the stores in the Houston area
- Managing a staff of 20 personnel
- Keeping track of all the inbound trailers and how many pieces were on them
- Recruiting all new employees and staff management
- Filling in for any and every position that needed any assistance
- Updating and keeping track of reports on Excel for every piece handled that night.
Education
High School Diploma -
Raymondville High School
Raymondville, TX05.2011
Some College (No Degree) - Mechanical Engineering
Houston Community College
Houston, TXSkills
- Process Optimization
- Reports and Documentation
- Attention to Detail
- Project Analysis
- Resource Evaluation
- Subject Matter Expert
- Work Planning and Prioritization
- Client Engagement
Timeline
Business Solutions Consultant/Field Implementation Specialist
KForce/CDK Global
03.2018 - Current
Billing Clerk/Inventory/Warranty/Accounting
Honda Cars of Katy
08.2017 - 03.2018
Accounting Clerk/Inventory/Finance Secretary
Beck and Masten KIA
09.2016 - 06.2017
Billing and Inventory Clerk
Group 1 Automotive
07.2016 - 09.2016
General Accounting Clerk/Inventory Clerk/Biller
Big Star Ford
12.2014 - 07.2016
Service BDC rep./Cashier/General Accounting Clerk
Northwest Dodge
12.2013 - 07.2016
Floor Hand/Lead Scanner/Supervisor
SMX CEVA Logistics
08.2012 - 12.2014
Representative
BDC
High School Diploma -
Raymondville High School
Some College (No Degree) - Mechanical Engineering
Houston Community College