Julia Sosa
Thousand Oaks,CA
Summary
Young bilingual finance manager offering years of expertise in loan application processing and payment negotiation. Excellent track record of explaining complex financial information in simplified terms to foster customer comprehension. Meticulous and personable with proficiency in Darwin and CDK. Overall enthusiastic eager finance manager looking to contribute to team success through hard work, attention to detail and excellent organizational skills.
Overview
8
8
years of professional experience
Work History
Finance Director
Chrysler Dodge Jeep Ram Of West Covina
West Covina , CA
05.2018 - Current
- Trained new and existing staff members in various financial procedures.
- Created organizational structures to improve accounting and finance functions.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Increased revenue by assisting with operations management, sales and marketing efforts.
- Protected company assets with strategic risk management approaches.
- Created documents to display financial reports and data using CDK for CIT reports.
- Audited, balanced and reconciled payroll for more than 40 personnel.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
- Compiled with packaging deals to prep for funding.
- Performed routine data entry or document management.
Accounting Clerk
Keyes European
Van Nuys , CA
04.2014 - 04.2018
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Input high volume of monthly invoices with consistent accuracy.
- Managed accounts payable and receivables and payroll.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Prepared and submitted legal transfer documents to DMV.
- Communicated with suppliers to reconcile invoice payments.
- Reconciled company accounts for credit cards, employee expenses and commissions.
- Prepared reports for upper management detailing key financial metrics
Education
High School Diploma -
John H. Francis Polytechnic
Sun Valley, CA06.2012
Skills
- Business Relationship Management
- Budgeting and Variance Analysis
- Adaptable to Changing Conditions
- Fiscal Management
- Management of Financial Resources
- Lender Relationships
- Proactive and Focused
- Deal Structuring
- Loan Processing
- Insurance Negotiation
- Credit History Review
- Complaint Handling
- Sales Support
- Loan Approval
Languages
Spanish
Native or Bilingual
Timeline
Finance Director
Chrysler Dodge Jeep Ram Of West Covina
05.2018 - Current
Accounting Clerk
Keyes European
04.2014 - 04.2018
High School Diploma -
John H. Francis Polytechnic
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