Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Steven Phillips

Grove City ,OH

Summary

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

Timeline

FINANCE MANAGER/DIRECTOR

Ricart
01.2010 - Current

District Manager

AIG/Beneficial
03.1997 - 12.2009

BBA - Business

University of Central Florida
Steven Phillips