Rafsun Ratim Email & Phone Number

I am a Monash graduate, currently working for Tasmania's leading automotive group Jackson Motor Company as a Finance Manager at their Nissan/Mitsubishi/Subaru/Hyundai/Kia/Suzuki dealership. As the Finance Manager of the Company, I handle all finance applications and approvals, oversee insurance and warranty product sales, maintain accurate financial records, and manage payments including customer deposits and full vehicle payments. Dedicated to driving success in the automotive industry, I deliver exceptional service and forge strong customer relationships. Currently, I am looking to progress my career in the Finance industry. In my previous SMSF role, I have worked with the advisors to separate portfolio share accounts to enable automated price movement into the system. I have assisted the Director of the company to implement end of year tax return workflow and to automate reporting packs that include minutes, financial statements and audit queries. I have also automated bank and broker transaction live feeds from financial institutions such as Macquarie ANZ and AMP Capital. Furthermore, I was responsible to generate weekly fund status, performance and solution-driven reports for the director and senior accountants.

Listed skills include Portfolio Management, Financial Accounting, P&L Financial Management, Microsoft Excel, and 15 others.

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  Finance And Insurance Manager

  Jmc - Jackson Motor Company

  Jan 2022 - Present - Burnie, Tasmania, Australia

  Responsibilities: Quoting, selling, and preparing insurance and warranty products. Submitting finance applications & obtaining approvals. Liaising with multiple financial institutions, floorplan provider and brokers to secure funding swiftly and efficiently. Attending finance related conference/workshops and keeping finance accreditation up-to-date with each finance providers.  Maintaining the finance log and accurately reporting figures. Receipting deposits & finalizing vehicle payments. Achievements:✔ Quota Surpassing Performance: Consistently exceeded sales quotas by effectively promoting and selling insurance and warranty products, leading to increased revenue and higher customer satisfaction.✔ Streamlined Finance Approval Process: Implemented a more efficient finance application and approval process, resulting in reduced processing times and improved customer experience.✔ Error-Free Finance Reporting: Maintained an impeccable finance log and consistently provided accurate financial figures, ensuring transparent reporting and compliance with company standards.✔ Customer Satisfaction Champion: Received consistently positive feedback from customers for providing clear explanations of insurance and warranty options, building trust, and ensuring customers were well-informed to make confident decisions.✔ Cross-Functional Collaboration: Collaborated closely with sales, service, and accounting departments to streamline processes, minimize errors, and enhance the overall efficiency of the finance and payment procedures.✔ Recognized for Excellence: Received accolades from management for exceptional performance, dedication to providing top-notch service, and contributing to the company's overall success.