Experience

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  Group 1 Automotive

  • Oklahoma / Kansas

  • Regional Finance Director

    • Dec 2014 - Present
    • Oklahoma / Kansas

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  Group 1 Auto - South Pointe CJD Tulsa

  • Tulsa, Ok

  • Finance Director

    • Sep 2012 - Dec 2014
    • Tulsa, Ok

    Promoted to Regional Finance Director

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  Prime Source Financial

  • Tulsa

  • Controller/Branch Manager

    • 2007 - Sep 2012
    • Tulsa

    • Recognized industry trends, took initiative to negotiate highly favorable financial terms and integrated former United Mortgage Company operations into this nationwide organization. Subsequently recruited new team and managed mortgage sales in 3 states. Routinely met all performance goals and became one of top 3 producing offices among 40 in the organization. • Developed and closely managed operational spending budgets to insure profitability of each mortgage loan. Adjusted business practices/spending as required to remain within budget. Consistently performed under budget while exceeding all performance goals and processing an average of 50 mortgages per month. • Managed the preparation of all SEC and business unit financial reporting. Consistently maintained 100% compliance to HUD Audit Standards.

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  Indian Hills Resort & Marina

  • Grand Lake

  • President/CEO

    • 2008 - 2012
    • Grand Lake

    • Developed a strategic plan (5 yr.) and secured $1.8 million in funding for a “run-down” marina/recreational complex comprised of 7 separate business entities. Managed renovation of entire complex, restored relationships with neighbors/customers/vendors and implemented numerous new operational and marketing strategies. Met 95% of strategic objectives and increased profitability from zero to $100,000 annually.• Built an integrated accounting system that produced first-ever, real-time expense, revenue and profit reporting for 7 independent profit centers with combined annual revenue of $2.8 million. In the process, also consolidated 4 bank accounts into a single account. System expedited and improved accuracy of month-end reporting and improved inventory control by improving ability to forecast seasonality-driven needs. • Renovated/expanded a small and poorly maintained retail snack/boat parts store and created a full service convenience store. Disposed of obsolete inventory, identified new inventory needs and upgraded quality of boating accessories. New visually pleasing and cost competitive operation drew considerable local traffic for the first time and now generates $1,200, of high margin revenue a week (high season).

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  United Mortage Group

  • Tulsa, OK

  • President/CEO/COO

    • Nov 1998 - Aug 2008
    • Tulsa, OK

    • Started up and managed all aspects of the operation including personal mortgage production. Recruited/trained a staff of 5, became licensed/operational in just 60 days and quickly built a network of lenders and realtors (for referrals). By the end of second year of operation office was highly profitable and producing an average of 100 loans per month. Assumed a general manager role and launched a strategic growth initiative. Over an 8 year period grew operation to 85 loan officers in 5 branch locations, started a title company subsidiary, built a new office building and produced an average of $65 million a month in new mortgage and refinance loans. Received Broker of the Year Award on 3 occasions from Oklahoma Mortgage Brokers Association.• Designed and built systems/processes and personally performed and/or managed all accounting and finance activity for parent company and subsidiaries. Effectively managed transfer of over $65 million a month in receivables/disbursements and produced all required and financial reporting for and organization producing 3,000 checks per month. Prided self on ability to deliver all commission checks within 24 hours of closings.• Designed, secured financing for and managed construction of a 10,000 sq. ft. office building to meet growth needs. Overbuilt space to generate incremental rental revenue that covered 40% of monthly note. Negotiated a cost-plus contract with the builder and remained actively involved in the construction, including purchasing major items (i.e. lighting). Completed the project on schedule and $100,000 under budget. Took initiative to start subsidiary title company to improve efficiency and service levels. Carefully structured and operated entity to avoid all conflict of interest situations. Highly successful operation reduced delayed closings by over 95% and became so well respected that it also created an incremental revenue stream for parent company by increasing loan business by 30%.

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  Auto Industry

  • Tulsa, ok

  • Finance Director

    • 1989 - 1998
    • Tulsa, ok

    • Managed the start up of finance Department for a Van Tuyl Auto Dealership in Tulsa after acquisition of Swinson Organization. Networked finance computers, introduced specialty financing programs, recruited, trained and managed 6 originators. Team/business model supported growth from 70 to 130 loans per month, increased deal retention by 13% and revenue per copy 51% with a zero repossession rate on standard finance packages.• Recruited from Arthur Anderson by Fred Jones Car Dealership Organization. Managed finance programs/departments at 4 dealerships over an 8 year period. Built organizations, introduced new programs (add-ons) and implemented a specialty finance model. In every situation, doubled revenue “per-copy” and as a result of specialty finance program increased deal retention rate by 13%.

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  Arthur Anderson

  • Oklahoma City

  • Senior Auditor

    • 1984 - 1989
    • Oklahoma City

    Senior Auditor • Accountable for reviewing and verifying records, external financial statement auditing, compliance with policies and procedures and standards for a diverse range of clients in the energy and automotive industries. Recruited away by auto industry client for senior level finance role. Automation Project Leader • Managed the project to network all computers in Oklahoma City office and at the same time the introduction of a new automated tax preparation software program. Successfully completed networking project 21 months ahead of schedule and delivered tax return preparation automations that reduced time required for final tax document preparation by over 45 minutes per return.