To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Finance Manager & Product Specialist
Tony Graham AutoEdge
Ottawa, Ontario
06.2022 - Current
Includes all experience from Finance & Product Consultant for Tony Graham Toyota below but, specializing in pre-owned automotive sales.
Finance Manager & Product Specialist
Tony Graham Toyota
Ottawa, Ontario
08.2020 - 06.2022
Process finance transactions with lender approval and 100% compliance with provincial and OMVIC laws and regulations.
Adhere to monthly forecast for finance, warranty, and chemical product income, penetration levels, and customer satisfaction.
Accurately prepare all provincial, bank, and dealer paperwork for transactions and submit to Accounting Department in timely manner.
Structure deals in accordance with lender and dealership guidelines.
Consult financial institutions for funding options and ensure adherence to bank-wide policies.
Present warranties, credit insurance, GAP insurance, chemical protection products, and other beneficial products offered by dealership.
Secure and finalize transactions legally and ethically while maintaining high productivity.
Observe guidelines, record interactions, satisfy customers, model service principles, train sales employees in CRM, paperwork, and dealership procedures.
Internet Sales/Lease Representative
Tony Graham Toyota
Ottawa, Ontario
01.2018 - 08.2020
Includes all experience from Hyundai below plus below:
Ranked 3rd in 2018 and 2nd in 2019 among sales reps, delivering 178 and 168 units respectively
Ranked 110th out of 4,000+ sales reps in Canada for new vehicles sold in 2019 (top 3% nationwide)
Utilized effective time management techniques to meet deadlines in fast-paced environment.
Internet Sales Manager
Hyundai
Ottawa, ON
02.2016 - 01.2018
Achieved and maintained high Internet leads closing ratio (10% vs industry average of 6%)
Trained new staff for Internet Department, communicated monthly performance to sales management
Advised management on eliminating low ROI Internet sources
Worked with management to improve department performance and closing ratio
Top performer in 2017, delivered 182 units with Internet leads only
Handled customer inquiries and resolved issues professionally
Sold new and used vehicles, and back-end products such as warranties and protection
Reviewed files for accuracy before going to finance office and ensured vehicle preparation requests were complete
HST/GST Audit Team Manager
Canada Revenue Agency
Ottawa, ON
08.2013 - 01.2016
Audit files assessed and corrected for accuracy, presentation and correctness of correspondence.
Decisions made on files submitted for approval and issues mitigated with auditors, business owners, and accountants.
Communicated with Rulings for complicated Excise Tax Act situations and overseen proposed penalties by auditors.
Assigned experienced auditors to teach and shadow new staff and monitored team progress for optimal performance.
Provided coaching and feedback towards professional development and mental wellbeing of team members.
Maintained communication with Directors and Team Supervisors for stats, improvements, and projections.
Coordinated team for new department initiatives, changes, and implementations.
Held weekly team meetings to discuss complicated issues and brainstorm solutions.
Income Tax/GST Auditor
Canada Revenue Agency
Ottawa, ON
06.2008 - 08.2013
Conducted full scale audits for small-to-medium sized businesses and organizations
Negotiated adjustments with taxpayers and their representatives
Obtained bank statements from investigation departments
Exhibited professionalism and confidence while assisting and interviewing registrants
Presented conclusions, recommendations, and advice to management
Developed reports and letters for taxpayers and supervisors
Worked individually and in team environment
Successfully closed all mandatory audit files and promoted after 20 months
Education
OMVIC Certification Test - Automotive Sales
Georgian College
Barrie, ON
01.2015 - 02.2015
Post-Graduate Degree - Business Management, Accounting
Athabasca University
Athabasca, AB
01.2013 - 05.2016
Diploma - Business Administration, Accounting
Algonquin College
Ottawa, ON
05.2006 - 05.2008
Skills
- Written and interpersonal communication
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Software
Excel
Word
Timeline
Finance Manager & Product Specialist
Tony Graham AutoEdge
06.2022 - Current
Finance Manager & Product Specialist
Tony Graham Toyota
08.2020 - 06.2022
Internet Sales/Lease Representative
Tony Graham Toyota
01.2018 - 08.2020
Internet Sales Manager
Hyundai
02.2016 - 01.2018
OMVIC Certification Test - Automotive Sales
Georgian College
01.2015 - 02.2015
HST/GST Audit Team Manager
Canada Revenue Agency
08.2013 - 01.2016
Post-Graduate Degree - Business Management, Accounting