THOMAS M. LEE
Okotoks
Summary
Energetic and analytical, bringing deep understanding of financial principles and exceptional problem-solving skills. Strong negotiator who possesses solid expertise in financial analysis and risk management, coupled with proficiency in financial software and data interpretation. Committed to driving growth and delivering impactful results through strategic decision-making.
Overview
16
16
years of professional experience
Work History
FINANCIAL SERVICES MANAGER
WOOD AUTOMOTIVE GROUP
12.2016 - Current
- Completing transactions from a value of $10,000 to $150,000
- Budgetary responsibility: unlimited but kept to under $3M monthly between cash transactions and funding from banks
- Legal contract management and execution
- Human Resource Management: reviewed resumes, set-up, and participated in interviews, counselled final hire decisions based on fit, role, group, and experience
- Cultivated, supported, and coached new hires and current employees
- Department-Wide scheduling
- Annually earnings of a total gross profit of $1.1M for the Company
- Management of the entire sales team, customer expectations and large sums of money
- Client management and management of credit application process on the customers behalf, privacy disclosures
- Initial relationship development and retention management of long-term customers
- Regular negotiations with the financial institutions on credit, terms, interest rates etc
- Responsible for balancing daily transactions up to $1M in total
- Reports: Create, update and monitor daily, weekly, monthly and annual profit reports
- Financial targets: create, set, achieve, and surpass weekly, monthly, and annual targets: personally, and for our team of five
- Business development & all aspects of customer service
PRE-OWNED SALES MANAGER
SOUTH TRAIL KIA
01.2016 - 10.2016
- Create, update, and pulled reports on inventory, profitability, and goals
- Inventory management with a budget of $2M
- Legal contract management and execution
- Negotiating and closing of sales
- Negotiating and purchasing of inventory
- Staff management
- Companywide scheduling
- Financial targets: set, achieve, and surpassed weekly, monthly, and annual targets
- Business development & all aspects of customer service
FINANCIAL SERVICES MANAGER AND INTERNET MANAGER
NORTHLAND KIA
01.2011 - 01.2016
- Completing transactions from a value of $10,000 to $150,000
- Budgetary responsibility: unlimited but kept to under $2M monthly between cash transactions and funding from banks
- Legal contract management and execution
- Human Resource Management: reviewed resumes, set-up, and participated in interviews, counselled final hire decisions based on fit, role, group, and experience
- Cultivated, supported, and coached new hires and current employees
- Annually earning a total gross profit of $1M for the Company
- Management of the entire sales team, customer expectations and large sums of money
- Client management and management of credit application process on the customers behalf, privacy disclosures
- Initial relationship development and retention management of long-term customers
- Regular negotiations with the financial institutions on credit, terms, interest rates etc
- Responsible for balancing daily transactions up to $1M in total
- Reports: create, update, and run reports for profit centre, revenue, averages per vehicle etc
- Financial targets: create, set, achieved, and surpassed weekly, monthly, and annual targets: personally, and for our team
- Business development & all aspects of customer service
TOP CUSTOMER SALES REPRESENTATIVE
HENINGER TOYOTA
01.2009 - 01.2011
- Top sales two consecutive years, in sales and profitability
- Top performer within the first three months of sales
- Learned the ins and outs of the vehicle and dealership industry
- Set, achieved, and surpassed monthly and annual targets
Education
High School Diploma -
Bishop McNally High School
Calgary, AB06-2006
Skills
- Customer service
- Long-Term Planning
- Cash Flow Forecasting
- Credit analysis
Languages
English
Timeline
FINANCIAL SERVICES MANAGER
WOOD AUTOMOTIVE GROUP
12.2016 - Current
PRE-OWNED SALES MANAGER
SOUTH TRAIL KIA
01.2016 - 10.2016
FINANCIAL SERVICES MANAGER AND INTERNET MANAGER
NORTHLAND KIA
01.2011 - 01.2016
TOP CUSTOMER SALES REPRESENTATIVE
HENINGER TOYOTA
01.2009 - 01.2011
High School Diploma -
Bishop McNally High School
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