Barbara Larsen

Recording daily financial transactions (sales, expenses, payments), managing accounts payable/receivable, reconciling bank statements, processing payroll, and generating basic financial reports, all while ensuring accuracy and compliance, essentially providing real-time financial oversight for a small business owner.

Key Responsibilities:

• Transaction Recording: Enter all daily financial activities like sales, purchases, and payments into accounting software.
• Accounts Payable/Receivable: Manage incoming (invoices, payments) and outgoing (bills, vendor payments) finances.
• Bank Reconciliation: Match bank statements with internal records to find discrepancies.
• Payroll Processing: Handle employee payments, deductions, and related tasks.
• Cash Flow: Monitor daily cash flow and keep track of bank balances.
• Reporting: Generate basic financial reports (e.g., trial balance, income summaries) for the owner.
• Data Management: Maintain organized financial records, receipts, and source documents.
• Compliance: Ensure financial activities follow local laws and regulations.

Typical Daily Tasks:

• Log new sales and income.
• Enter bills and track expenses.
• Process customer payments and send invoices.
• Reconcile credit card and bank transactions.
• Review accounts payable/receivable aging.

• Streamlined loan processing procedures, reducing turnaround time and improving customer experience.
• Mentored junior finance staff on compliance standards and effective communication with clients.
• Led financing strategy development to enhance dealership profitability and customer satisfaction.
• Collaborated with banks and financial institutions to negotiate better loan terms for customers.
• Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
• Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
• Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
• Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
• Maximized profitability by negotiating and structuring optimal automotive financing deals.
• Optimized dealership revenue by identifying opportunities for additional product offerings such as extended warranties and insurance packages.
• Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
• Streamlined loan approval processes for enhanced customer experience and faster turnaround times.
• Consistently achieved monthly performance targets through strategic planning and execution of innovative financing solutions.
• Provided exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication throughout the financing process.
• Maintained an organized workflow by prioritizing tasks effectively managing multiple client files simultaneously ensuring timely processing of all transactions.

• Streamlined loan processing procedures, reducing turnaround time and improving customer experience.
• Mentored junior finance staff on compliance standards and effective communication with clients.
• Led financing strategy development to enhance dealership profitability and customer satisfaction.
• Collaborated with banks and financial institutions to negotiate better loan terms for customers.
• Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
• Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
• Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
• Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
• Maximized profitability by negotiating and structuring optimal automotive financing deals.
• Optimized dealership revenue by identifying opportunities for additional product offerings such as extended warranties and insurance packages.
• Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
• Streamlined loan approval processes for enhanced customer experience and faster turnaround times.
• Consistently achieved monthly performance targets through strategic planning and execution of innovative financing solutions.
• Provided exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication throughout the financing process.
• Maintained an organized workflow by prioritizing tasks effectively managing multiple client files simultaneously ensuring timely processing of all transactions.