Caitlin Mcdaniel Email & Phone Number

Texas, United States

Frisco, Texas, United States

● Utilized internal data and reporting tools to develop and manage comprehensive inventory schedules, optimizing operational efficiency and minimizing risk● Accurately documented and analyzed vehicle sales revenue, incorporating fraud detection measures to ensure accurate profit reporting● Recorded and calculated sales commission payouts for sales personnel, ensuring compliance with compensation structures and identifying any discrepancies or suspicious activity● Verified, reconciled, and expedited the timely payment of factory incentives, conducting manual audits where necessary● Processed and posted all incentive payments for General Motors, ensuring compliance with manufacturer guidelines and detecting potential fraudulent claims● Processed and reconciled daily ACH contract fundings, implementing data analysis to ensure accurate and secure financial reporting● Executed and reconciled floor plan payoffs in alignment with financial agreements, investigating any irregularities in payment data● Collaborated with management to balance and validate monthly gross profit for front-end operations, preparing detailed reports for any detected anomalies● Investigated and applied for outstanding factory incentives, ensuring full payment and compliance with industry standards● Processed vehicle trade payoffs and monitored the timely receipt of trade titles, ensuring compliance with contractual obligations and fraud prevention protocols● Supported banking partners by facilitating and assisting with floor plan audits, including gathering and analyzing data to detect any potential fraud or risk factors● Maintained and reconciled schedules, including Contracts in Transit, We Owe, Incentives, Trade Payoff, and Lien Payoff schedules, ensuring accuracy, timeliness, and adherence to compliance standards

● Ensured quality deliveries of all fleet sales● Supplied department manager with monthly forecasts of fleet car and truck deliveries● Followed up on dealership payment for delivered fleet, lease company and commercial account vehicles routinely● Tracked and updated the vehicle management system● Monitored the documentation and records of the vehicles, especially areas related to the inspections, certifications, and servicing● Partook in budgeting and maintaining the costs for proper fleet management● Managed the logistics fleet management aspects of the vehicle● Assisted with overseeing and managing the sales team responsible for selling vehicles to corporate clients, government agencies, rental companies, and other fleet customers● Developed and implemented strategies to attract new fleet customers and expand the dealership's presence in the fleet market● Generated and analyzed reports related to fleet sales, inventory, and customer satisfaction. Use data to identify trends, make informed decisions, and set performance benchmarks● Collaborated closely with Upfitter companies to facilitate the customization of vehicles according to our customers' specifications, ensuring the seamless delivery● Built and maintained strong relationships with existing fleet customers. Ensure high levels of customer satisfaction and address any concerns or issues promptly● Reconciled statements and the ledger making sure that payments are consistent with dealership schedules.● Reconciled cash and other schedules as assigned.● Reconciled bank balances on a daily basis.● Assisted with accounts receivable, payable and special projects, as necessary

● Collaborated on projects aimed at assisting military service members wrongly accused of war crimes, focusing on exoneration and reintegration efforts● Supported the CEO in the development and execution of strategic plans to generate revenue for the nonprofit organization, ensuring support for warriors● Managed and coordinated projects related to official correspondence, donor database management, and donor/client requests● Provided project management support to the Director of Operations, particularly in producing reports for the organization's Board of Directors, including financial reports and compliance documentation● Utilized project management methodologies to oversee the filing of 501(c)(3) certifications and ensure compliance with all state and federal guidelines● Maintained accurate and up-to-date financial records using accounting software● Recorded and reconciled financial transactions, including accounts payable, accounts receivable, and general ledger entries● Presented financial reports to senior management, offering insights and recommendations for financial decision-making● Oversaw the payroll process, ensuring accurate and timely processing of employee salaries and benefits● Collaborated with stakeholders to understand data needs and design databases accordingly● Performed regular database maintenance tasks, including updates, backups, and patches● Planned and executed data migration projects, ensuring smooth transitions between systems● Integrated databases with other business applications to streamline data flow● Managed user access to databases, defining roles and permissions● Tested and validated recovery procedures to minimize downtime● Diagnosed and resolved database-related issues in a timely manner● Created and maintained comprehensive documentation for database schemas, structures, and processes.● Provided training to end-users on database functionality and best practices

● Employed project management principles to design, execute, and track the effectiveness of marketing materials in various formats (printed, published, digital).● Oversaw daily office operations with a structured approach, ensuring efficient workflows and adherence to project timelines.● Communicated effectively with various stakeholders, including hospital administration, physicians, nurses, clients, and community partners.● Acted as a liaison between the company and the community, maintaining HIPAA compliance and safeguarding sensitive information.● Managed project leads and meetings with potential referral sources, patients, and families to educate them about the company's services.● Developed and maintained professional relationships with key stakeholders, including physicians, hospitals, administrators, and other healthcare professionals.● Conducted market assessments and defined goals and objectives, providing project management expertise to create new business development opportunities.● Contributed to decision-making and assisted in implementing and planning activities related to business development, utilizing project management techniques.● Developed and executed an effective marketing plan while monitoring and reporting project efforts to establish referral sources and overall performance.● Presented daily project reports on patient/client needs and services, ensuring clear communication and project progress tracking

Bachelor Of Science - Bs, Business Administration And Management, General, Major Gpa: 3.1/4.0

• President of the UMES National Association of Black Accountants • Marketing and Communications Representative of the UMES National.

Business Administration And Management, General

• Participated in Pitch Across Maryland with Startup Maryland • Member of Collegiate DECA • Recruited for Division 3 NJCAA softball • 2013.