William Roberts
Brentwood,TN
Summary
Results-driven Finance Director with expertise in financial analysis, compliance management, and team leadership. Proven ability to negotiate favorable financing terms and implement efficient processes that enhance operational performance.
Overview
17
17
years of professional experience
Work History
Finance Director
Ziems Ford Corners, Inc
Farmington, NM
12.2014 - 07.2025
- Managed financing options for customers in vehicle purchases and leases.
- Prepared and reviewed loan documentation to ensure compliance with regulations.
- Developed relationships with lenders to secure favorable financing terms for clients.
- Conducted regular meetings with dealership personnel to discuss performance metrics, goals and objectives.
- Maintained records of all financial transactions within the F&I department.
- Established policies and procedures for the F&I department to follow.
- Advised customers on extended warranties, gap insurance, and credit life insurance as needed.
F&I Consultant
MarketSource
Phoenix, Arizona
11.2011 - 12.2014
- Maintained strong relationships with clients to foster trust and ongoing engagement.
- Collaborated with clients to develop action plans to address specific challenges and objectives.
- Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
- Called on 13 stores in four states.
- Created plans to propose solutions to problems related to efficiency, costs or profits.
- Audited company's legal documents to verify compliant policies and procedures.
Finance Director
Bob Lindsay Honda Of Peoria
Peoria, Illinois
02.2008 - 09.2011
Education
Basic Study -
Illinois Central College
East Peoria, ILSkills
- Financial analysis
- Loan documentation
- Compliance management
- Funding strategies
- Problem solving
- Team leadership
- Negotiation skills
- Organizational skills
- Software utilization
- Profit maximization
- Deal structuring
- Attention to detail
- Multitasking
- Customer service-focused
- Efficient in RouteOne and all Ford web platforms
Accomplishments
Took the dealership from 45% ESP to 75% consistently month after month.
Timeline
Finance Director
Ziems Ford Corners, Inc
12.2014 - 07.2025
F&I Consultant
MarketSource
11.2011 - 12.2014
Finance Director
Bob Lindsay Honda Of Peoria
02.2008 - 09.2011
Basic Study -
Illinois Central College