Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
Generic

Martin Bernardi

Fruitland,ID

Summary

Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments. Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.

Overview

5
5
years of professional experience

Work History

Finance Manager

Moreland Group
Colorado Springs, CO
02.2019 - 05.2022
  • Coordinated with other departments within the organization regarding budgeting matters.
  • Made estimates of funds required for short and long-term financial objectives of organization.
  • Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
  • Negotiated contracts with vendors in order to obtain competitive pricing structures.
  • Promoted finance products to customers and sales force to increase penetration.
  • Managed financial transactions involving general funds and contracts to reduce cashflow challenges.
  • Strategized on fund procurement through banks and other financial institutions.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Worked effectively in team environments to make the workplace more productive.

Finance Manager

Pikes Peak Kia
Colorado Springs, CO
01.2017 - 01.2019
  • Developed and implemented financial strategies to maximize profits and reduce costs.
  • Prepared and analyzed financial statements to inform executive decision-making.
  • Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
  • Negotiated terms with banks and other financial institutions to secure financing and optimize terms.
  • Established relationships with banking partners to secure favorable terms on financing arrangements.
  • Managed financial transactions involving general funds and contracts to reduce cashflow challenges.
  • Supervised and mentored finance team members, fostering a culture of continuous improvement.
  • Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
  • Negotiated contracts with vendors in order to obtain competitive pricing structures.
  • Promoted finance products to customers and sales force to increase penetration.
  • Reviewed and analyzed budget variances to ensure accuracy of financial information.
  • Strategized on fund procurement through banks and other financial institutions.
  • Developed and implemented financial strategies to drive company growth and increase profitability.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Maintained updated knowledge through continuing education and advanced training.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Identified needs of customers promptly and efficiently.

Education

Some College (No Degree) - Business Management

Phoenix University
Colorado Springs, CO

Skills

  • Lender relationships
  • Workflow coordination
  • Insurance products
  • Financial modeling
  • Sales enablement
  • Customer satisfaction
  • Debt management
  • Verbal and written communication
  • Financing expertise

Affiliations

  • I moved to Colorado and bought a Ranch, I am raising chickens and Highland Cows

Accomplishments

  • I served in the Army and Reserves from 1998-2005

Timeline

Finance Manager

Moreland Group
02.2019 - 05.2022

Finance Manager

Pikes Peak Kia
01.2017 - 01.2019

Some College (No Degree) - Business Management

Phoenix University
Martin Bernardi