Experience

Porsche Financial Services, Inc.

• United States
• Financial Services
• 200 - 300 Employee

• Regional Sales Manager

  • Aug 2022 - Present



indiGO Auto Group

• United States
• Retail Motor Vehicles
• 100 - 200 Employee

• Finance Director

  • Sep 2010 - Oct 2021

  Recruited into role by CEO and COO to rehabilitate under-performing acquisition, reported to COO managing Finance Department of 2 Houston area luxury automotive groups, team of 3-5 Finance & Insurance Managers and Assistants directing Sales, Business Development, and Marketing programs. • Safeguarded dealership risks for Compliance, Financial, Legal, and Business Operations, reconciled and audited dealer agreements, customer credit applications, contracts, credit reviews adhering to industry and government regulations, including Fair Credit Reporting Act • Secured P&L accountability, developed financial assessments, forecasts, and statements, performed variance analysis (actual versus planned), and design solutions to maximize use of department financial resources/returns on investment (ROI) • Exceeded dealer and product targets/goals/KPIs (volume/penetration/revenue/profits) • Fostered beneficial relationships with dealer partners, forging innovative financial strategies and programs • Delivered superior customer experiences utilizing preferred lenders and warranty companies, securing referrals, repeat business, and positive online reviews • Developed and led comprehensive training throughout Houston Desert California, and St. Louis locations on product benefits, customer development, financial/aftermarket sales, funding packages, closing techniques, documentation, industry regulations/compliance (FCRA), and lender/dealer policies, procedures, and protocols • Ranked Top 15 dealers out of 197 nationwide Show less



ADVANTAGE BMW MIDTOWN

• United States
• Automotive
• 1 - 100 Employee

• Finance Manager

  • Aug 2006 - Sep 2010

  Reported to Finance Director and General Manager formulating strategies to drive massive growth, protect the financial health of the dealership, deliver value propositions to customers in compliance with dealer, brand, and regulatory standards including Fair Credit Reporting Act (FCRA) and Lemon Laws ¨ Boosted sales 500% from 5% to 30% in aftermarket (warranties/maintenance plans), built funding packets, prepared and submitted loan applications, and review contracts and documents ¨ Exceeded customer service index goals by 122.5%+ with benchmark of 80% ¨ Built positive, trusting, and longstanding relationships between internal and external teams, sales professionals, finance leaders, and lenders ¨ Assisted with in-vehicle buybacks and trade assistance programs Show less



BMW of Houston North

• Greater Houston

• Finance Manager

  • 2001 - 2005