Lydia Newman
Modesto,USA
Summary
I’m currently working for CDK Global as a National Trainer in field training support.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Accounting National Trainer
CDK Global
Sacramento, CA
08.2024 - Current
- Consult with executive level management to evaluate business goals, dealership (group) strategies and consulting visit objectives. Evaluate dealership knowledge and their current level of process and product utilization.
- Work individually or partner with Executive Coach to identify process workflow gaps and create solutions and best practices that drive dealership efficiency, system utilization, margins, sales, productivity and revenue.
- Provide solution training via: one-on-one coaching; one-to-many coaching; and presentations to dealership senior management. Training includes, but is not limited to, CDK product education and setup changes, business workflows, and best practices that correspond to the workflow/process improvements being implemented.
- Recommend additional CDK solutions, when client is a CDK client.
- Complete paperwork and Action Item trip reports in designated timeframe. Recommend additional CDK solutions to client based on processes and business needs. Manage recurring contracts to ensure services are scheduled and delivered in the appropriate time frame.
- Leverage existing Accounting exercise discretion to ensure that the CDK configurations align with client business requirements
Accounting/Office Manager
Honda Kawasaki KTM of Modesto
Modesto, CA
09.2023 - 08.2024
- Assist with the preparation of monthly, quarterly, and annual financial statements
- Monitors and Entries in GL Chart of Accounts
- CDK, QuickBooks Desktop and Online, Lightspeed experience
- Accounts Payable/Receivables
- Other miscellaneous accounting/clerical duties.
- Maintain accurate and up-to-date records of financial transactions.
- File and archive financial documents for easy retrieval.
- Generate reports summarizing accounts receivable and accounts payable activities.
- Provide regular updates on the financial status of accounts.
- Collaborate with internal departments, including finance, sales, and procurement, to resolve issues and improve processes.
- Assist in month-end and year-end closing activities.
- Preparation of monthly bank reconciliations.
- Compliance of applicable regulation including GAAP, IFRS and other governing standards.
- Complies with local, state, and federal reporting requirements and tax filings
- Ensure that all manufacturer accounts, including warranty claims, rebates, interest protection, and co-op advertising, are current and accurate.
Tag and Title Clerk
Rick Hendrick Chevrolet
Virginia Beach, VA
02.2022 - 07.2023
- Verify check, cash and contract funds
- Prepares tax and title documents on a timely basis
- Submits legal transfer documents to DMV on a timely basis
- Processes paperwork on a timely basis
- Maintains files of tax and legal transfer documents
- Maintain schedules
- Builds relationships and communications with dealership personnel, accounting managers and HAG
- Process and assign all titles received
- Process title work with OLRs or DMV in a timely manner
- Prepare out of state title work within priority guidelines
- Prep allocated number of deals a day for processing
- Key OLRs report, checks and journal entries daily as needed
- Expedite duplicate title process as needed
- Track and/or investigate outstanding titles
- Reconcile schedules weekly
- Actively research any outstanding issues that prevent you from completing any of the above
- Pull titles, mail plates and copy title work as needed
- Process/maintain dealer plates and temporary markers
- Prepare Service Loaners – maintain tags
- Assist with DMV Enforcement and Floor Plan Audits
- Attend weekly department meetings
- Maintains CSI at or above Company standards
- Maintains an organized, clean and safe work area
- Participates in required training
- Records all hours worked accurately in company timekeeping system
- Follows Safeguards rules and regulations.
- Demonstrates the Company’s Core Values
- Complies with Company policies and procedures
- Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties.
Lead Business Office Associate
CarMax
Virginia Beach, VA
09.2020 - 01.2022
- Complete administrative tasks to support all store departments
- Provide customer service by greeting customers and guiding them through appraisal and sale paperwork
- Communicate effectively with customers and business partners
- Maintain coverage at information desk and answer multi-line phone system.
- Prep and Audit 100-200 Jackets weekly to ensure Auction is ready.
- Electronically Submit Title Only or complete Registration through DMV system.
- Process NC or other OS Title & Registration.
Veterinary Technician/Receptionist
Army Medical Command
Okinawa, Japan
08.2017 - 01.2020
- Duties include performing in-house lab work, digital x-ray, sample collection, care and treatment of hospitalized patients, surgical assisting/anesthetic monitoring, nutritional counseling, client education and some administrative duties.
Education
High school diploma -
Skills
- Financial auditing
- Veterinary Assistant
- QuickBooks
- Financial control management
- ADP
- Management
- Accounting
- Accounts Payable
- Microsoft Publisher
- Cashiering
- Dealership experience
- Accounts Receivable
- Marketing
- Corporate training teaching experience
- Account Reconciliation
- Office management
- Budgeting
- GAAP
- Sales
- Payroll
- Database management
- Training & development
- Pivot tables
- Sales management
- Auto service management
- General ledger accounting
- Governmental accounting
- Journal entries
- Title Processing
- Windows
- Account reconciliation
- Accounts receivable
- Overseeing compliance functions
- General ledger reconciliation
- Experience in startups
- Filing
- Regulatory compliance accounting
- Internal controls
- Consulting experience
- Microsoft Outlook
- Bookkeeping
- Pet Care
- Organizational skills
- Employment & labor law
- Business management
- Microsoft Word
- Financial services
- Human resources
- Financial management
- Tax accounting
- Time Management
- Dispatching
- Critical Care Experience
- Title processing
- Workday
- Data Entry
- Debits & credits
- Account management
- Data collection
- Bank reconciliation
- Systems analysis
- Federal Acquisition Regulations
- Conflict management
- Accounts payable
- Corporate accounting
- Pet Grooming
- Customer relationship management
- ISO 9001
- Social media management
- Analysis skills
- Team management
- Sage
- Strategic planning
- Computer Skills
- Cost accounting
- Bank Reconciliation
- Financial report writing
- Medication Administration
- Laboratory Experience
- Hospital Experience
- Project management
- Recruiting
- Veterinary Technician Experience
- Kennel Experience
- Typing
- Microsoft Office
- Leadership
- CDK
- Animal Handling
- Contracts
- Construction
- Medical Imaging
- Salesforce
- Clerical experience
- Tax experience
- Negotiation
- Triage
- Payroll management
- Product management
- Animal Care
- Financial concepts
- Front Desk
- Software implementation
- Grant writing
- Financial analysis
- General Ledger Reconciliation
- Kronos
- Business requirements
- Accounting within automotive industry
- Customer service
- Google Suite
- Administrative experience
- Financial statement preparation
- Accounting software
- Supervising experience
- Personal assistant experience
- Balance sheet reconciliation
- Microsoft Access
Certification
- Certified Notary Public
- Sales Person License
Timeline
Accounting National Trainer
CDK Global
08.2024 - Current
Accounting/Office Manager
Honda Kawasaki KTM of Modesto
09.2023 - 08.2024
Tag and Title Clerk
Rick Hendrick Chevrolet
02.2022 - 07.2023
Lead Business Office Associate
CarMax
09.2020 - 01.2022
Veterinary Technician/Receptionist
Army Medical Command
08.2017 - 01.2020