SAM NAVEED
Peace River
Summary
Results-oriented leader with a proven track record of driving profitability and optimizing financial operations. Extensive experience in dealer finance programs, business development, financial advising, credit consultation, project management, and strategic market analysis. Skilled at cultivating and maintaining key business relationships that translate into sustainable, profitable outcomes.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Sr. Finance Manager
Go Auto Corporation
01.2023 - Current
- Ensured compliance with federal lending regulations, policies, and procedures while negotiating financing and leasing agreements.
- Proficient in the use of automotive CRM systems such as CDK, Dealertrack, First Canadian, and Ford Credit.
- Assisted customers with financing and leasing needs and completed proper documentation.
- Structured deals and negotiated with financial institutions and get deals financed and funded.
- Built and maintained strong relationships with dealers, ensuring transparency and trust.
- Maintained a Net Promoter score CSI/SSI at or above benchmark.
Logistics Officer
Royal Canadian Navy
09.2020 - Current
- Directed and mentored teams during large-scale logistical operations, ensuring precision and adherence to established guidelines.
- Developed and monitored performance metrics, ensuring compliance with operational standards.
- Produced comprehensive reports analyzing logistics efficiency and proposed actionable improvements.
- Maintained professionalism in high-pressure situations, fostering positive relationships with team members and stakeholders.
- Planned demand-based schedules and assignments, checking employee availability and abilities.
- Developed and implemented logistics strategies to optimize supply chain efficiency.
Financial Advisor
Royal Bank of Canada
04.2021 - 12.2022
- Proactively engage with clients in all areas of the branch and the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities.
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business.
- Determined customers' needs by carefully reviewing current expenses, income, tax status, and short- and long-term financial objectives.
- Stayed abreast of new financial products and services to offer the most current advice.
- Conducted due diligence on investment products and services to ensure compliance with regulations.
- Utilized financial planning software to analyze clients' financial situations and recommend solutions.
Sales Manager
Bell Connections
06.2018 - 03.2021
- Utilized CRM systems effectively for managing leads, tracking communications history, and generating reports as needed.
- Spearheaded dynamic sales team, elevating overall performance through strategic leadership.
- Resolved client issues with professionalism, ensuring satisfaction and compliance with service agreements.
- Held weekly meetings with Sales Representatives to identify techniques to overcome sales obstacles.
- Prepared and presented sales performance reports to stakeholders, ensuring accuracy and actionable insights.
- Oversaw inventory management, aligning stock levels with sales forecasts.
Education
Bachelor of Business Administration - Marketing
University of Regina
Regina, SK12.2023
Skills
- Decision-making
- Organizational skills
- Analytical skills
- Financial planning
- Negotiation skills
- Problem-solving aptitude
- Teamwork and collaboration
- Dealer relations
Certification
- Mutual Funds License (IFIC)
- AMVIC License
- First Aid & CPR
Timeline
Sr. Finance Manager
Go Auto Corporation
01.2023 - Current
Financial Advisor
Royal Bank of Canada
04.2021 - 12.2022
Logistics Officer
Royal Canadian Navy
09.2020 - Current
Sales Manager
Bell Connections
06.2018 - 03.2021
Bachelor of Business Administration - Marketing
University of Regina
Similar Profiles
Camille Irish CunananCamille Irish Cunanan
Accounts Payable Clerk at Go Auto CorporationAccounts Payable Clerk at Go Auto Corporation
Amy HamptonAmy Hampton
Floating Branch Project Manager at Insurance Auto Auction CorporationFloating Branch Project Manager at Insurance Auto Auction Corporation
Khellsi WashingtonKhellsi Washington
Senior Information Technology Technician at United Auto Credit CorporationSenior Information Technology Technician at United Auto Credit Corporation