- Provides financial updates to senior management through analysis and developing reports- Prepares monthly financial statements for equity and bank partners- Posts monthly journal entries- Maintains the general ledger through analysis and review- Reconciles balance sheet accounts and closes the monthly books- Performs daily AR invoicing- Updates monthly budget templates for departmental review vs. actual results- Assemble budget templates on an annual basis - Provides outside auditors with assistance; gathers necessary account information and documents to perform annual and interim audits- Compiles weekly cash forecast for equity partner review- Serves as the backup for accounts payables

- Created a new monthly expense analysis that reviews both high level down to departmental (cost center) expenses reviewing trends, forecasting and budget to actuals variances- Assisted in creating and analyzing annual budget- Prepared monthly financial statements that report to headquarters in Japan- Performed a comprehensive analysis on 3+ large capital projects to ensure aligned spending and budgeting- Implemented new standard operating procedures for daily and monthly reporting to streamline processes, reducing time spent creating reports by over 20%- Redesigned dashboards with KPI metrics, financial health, forecasting and trends- Assisted accounting in preparing adjustment journal entries reducing errors by 10% - Created gantt charts for projects to better align projects with timelines for increased tracking and accountability- Provided ad hoc reports with explanations for upper management and executive team as necessary

- Analyzed sales trends in relation to the automotive retail sales seasonality utilizing my tracking spreadsheets- Developed Excel spreadsheets to improve sales goals, commissions, and lead reporting- Managed accounts for six months monitoring performance metrics such as revenue and risk (audits)- Reviewed financial statements to determine creditworthiness of prospective clients, issuing lines of credit between $50,000 and $1 million- Researched market or industry trends and news to provide recommendations on other Cox Automotive products- Consulted clients through the application and contracting process to establish a healthy, prosperous relationship with NGC- Utilized the Salesforce platform to generate lead lists and create custom account tracking reports- Developed Excel spreadsheets to improve sales goals, commissions, and lead reporting- Analyzed sales trends in relation to the automotive retail sales seasonality utilizing my tracking spreadsheetsBusiness Development Representative (April 2014 - January 2017) - Collaborated with the field executive team averaging 25 applications per month - Participated as the Subject Matter Expert in project development and training- Presented on process improvement measures to reduce application turnover Floorplan Specialist (May 2013 - April 2014)- Exceeded monthly processing goals maintaining a yearly average above 120%- Participated in a pilot team taking on the responsibilities of elevated account and funding issues, which led to the permanent creation of the Floorplan Services Analyst team- Coached clients on floorplan best practices along with any outstanding account issues

- Created a new accounts receivable billing process to better track outstanding payments reducing late payments by over 70%- Filled in for Office Manager for 4 months taking on responsibility of all office employees’ HR paperwork, commission reporting, accounting and interviews- Submitted accounting journal entries to process sales contracts, sales commissions, and daily banking deposits- Managed accounts payable for wholesale purchases, driver's paychecks, and office supplies- Processed consumer loan payoffs, title work, and daily bank deposits- Handled contract billing for bank funding- Completed quarterly and yearly inventory audits

- Processed data entry for a government subcontract with ACS- Produced over 100% on quality and 130% towards production- Worked as a team to meet daily and weekly quotas