Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Michael Barrett Jr.

Chesapeake,VA
Michael Barrett Jr.

Summary

Ambitious Finance Manager offering over 8 years of experience increasing productivity through automation of processes. Confident individual with track record of accurate reporting and analysis. Highly experienced in mentoring employees, leading talented teams and making decisions promptly.

Overview

8
years of professional experience

Work History

Legacy Financial Planning
Chesapeake, VA

Senior Associate
09.2018 - Current

Job overview

  • Maintained responsibility for all inquiries, concerns and complaints, resolving matters effectively and to satisfaction of customers.
  • Researched issues and made quick decisions to achieve efficient and effective resolutions.
  • Improved customer service feedback scores through outstanding service.
  • Managed schedules, customer service and project planning.
  • Promoted positive team environment through effective motivational strategies and mediation of issues amongst associates.
  • Gathered requirements from stakeholders and developed initial scope.
  • Mentored junior personnel to influence strategy and research objectives.
  • Promoted business to increase customer base and grow revenue.
  • Maintained current store, product and promotional knowledge to drive consistent sales.

Cavalier Mazda
Chesapeake, VA

Finance Manager
10.2015 - 01.2018

Job overview

  • Recommended new financial and accounting software packages. replacing various non-integrated offerings.
  • Analyzed competitors and market trends to facilitate business growth.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Managed relationships with tax authorities, bankers and auditors.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Created and updated financial reports on frequent basis to present information to leadership teams.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Strategized on fund procurement through banks and other financial institutions.
  • Promoted finance products to customers and sales force to increase penetration.
  • Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
  • Analyzed financial data to determine efficient use of resources.

Education

Chowan University
Murfreesboro, NC

Bachelor of Science from Financial Services Marketing Operations
05.2010

University Overview

Skills

  • Financial Analysis
  • Project Coordination
  • Strategic planning
  • Team Supervision
  • Client Engagement
  • Sales and marketing

Timeline

Senior Associate
Legacy Financial Planning
09.2018 - Current
Finance Manager
Cavalier Mazda
10.2015 - 01.2018
Chowan University
Bachelor of Science from Financial Services Marketing Operations

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Michael Barrett Jr.