Finance leader with expertise in financial reporting, month-end close, cash flow management, and dealership operations. Known for streamlining processes, improving controls, and supporting leadership decisions through clear analysis.
Overview
1
1
Certification
30
30
years of professional experience
Work History
FINANCE MANAGER/DIRECTOR
Ricart
Columbus, OH
01.2010 - Current
Managed dealership financial reporting and month-end close for Ricart operations.
Prepared management reports for leadership decisions at Ricart.
Directed accounts payable, accounts receivable, and billing processes.
Monitored compliance with accounting policies and dealership controls.
Coordinated with sales, service, and inventory teams on financial records.
Supervised finance staff and improved daily workflow across Ricart.
Monitored cash flow to ensure sufficient liquidity.
Established relationships with banking partners to secure favorable terms on financing arrangements.
Managed financial transactions involving general funds and contracts to reduce cashflow challenges.
District Manager
AIG/Beneficial
Columbus, OH
03.1997 - 12.2009
Directed district operations across AIG/Beneficial branches and field teams.
Developed strategic plans for increasing sales, reducing costs, improving operations efficiency.
Coached branch managers on sales, service, and compliance standards.
Monitored branch performance and adjusted staffing priorities.
Conducted field visits to assess branch operations and employee readiness.
Provided ongoing coaching and training for store managers on how to maximize productivity and profits.
Trained staff on company systems, collections, and loan processing.
Reviewed loan policies and consumer finance procedures for AIG/Beneficial.
Education
BBA - Business
University of Central Florida
Orlando, FL
06-1997
Skills
Financial reporting
Month-end closing
Financial analysis
Budget forecasting
Cash flow management
Accounts receivable
Accounts payable
Certification
Notary public. Commission expires 08/06/2031
Zurich University Mastering Finance and Insurance 2025
JM & A Group F & I legal and ethical standards2013
Finance Director/Finance Manager at St. Catherine Nursing Home/Ascension Senior LivingFinance Director/Finance Manager at St. Catherine Nursing Home/Ascension Senior Living