Jean Joseph Theo, MBA
Finance Manager at Napleton Palm Beach Acura- Claim this Profile
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English: Fluent Full professional proficiency
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Spanish: Fluent Full professional proficiency
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French: Fluent Native or bilingual proficiency
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Creole: Fluent Native or bilingual proficiency
Topline Score
Bio
Experience
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Napleton Palm Beach Acura
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United States
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Retail
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1 - 100 Employee
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Finance Manager
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Feb 2023 - Present
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Auto Purchasing Consultant
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2021 - Feb 2023
-Identified purchasing needs of customers through interview questions, presenting options based on finances and availability-Cultivate relationships with new customers to achieve sales objectives and provide insight into new products, features, and options.-Strategically negotiate with customers to close on deals and increase sales; personally work deals, interest rates, leases, and calculate financial requirements prior to obtaining approval from dealership manager and F&I manager.-Qualify and follow up on warm Internet leads regarding new and pre-owned vehicle availability, price, and options.-Maintain contact with customers via email, phone calls, and regular updates on promotional offers. Show less
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Finance Manager
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2020 - Present
I collect, decrypt and review financial information to eliminate errors and predict future trends. I create financial reports related to budgets, account payables, account receivables and expenses. - Delivered advice and suggestions to senior management and stakeholders regarding impacts of business decisions on company's future. - Generated long-term business plans based on financial reports after monitoring and managing budgets. - Developed strategies to minimize financial risk by analyzing market trends and competitors. Show less
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Macy's
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1 - 100 Employee
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Senior Operations Executive/ RTM
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2018 - 2020
I directed assets of company by performing audits to generate high profits. I arranged and monitored logistic/reverse logistic activities, including gathering useful waste to return to manufacturer.- Achieved and exceeded business targets by driving sales ensuring high profits within time constraints.- Boosted productivity by 20% in 4 months and generated over 50M in sales by collaborating with all executive across board, through strategic planning and optimal resource utilization.- Implemented lean process to sell merchandise in 24hrs known as 24 to the floor.- Supervised packaging fulfillment team to ensure high customer satisfaction.- Educated colleagues and employees on safety measure to minimize risks and on-the-job accidents.- Provide appropriate and timely follow-up on problems and recommendations of the safety committee.- Implemented safety and programs with asset protection team to prevent financial loss. Show less
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Sales Manager
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2016 - 2018
I assessed operational records and generated reports to plan sales and forecast profitability. I evaluated customer preferences and buying habits to govern focus of sales efforts. I coordinated with department heads to protect information on equipment and customer specifications as well as establish advertising services.- Enhanced customer satisfaction and increased sales by resolving customer complaints and answering queries.- Prepared and approved budgets, financial plans and statements to minimize loss.- Ensured operational effectiveness by guiding dealers and vendors on company's policies and procedure's. Show less
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Sales Consultant/Supervisor
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2014 - 2016
I communicated with new and existing customers to discuss attainment of needs as per specific products, prices, availability and credit terms.- Exceeded sales expectation by 17% while maintaining 82% customer satisfaction over 12 months period- Upgraded product features as per customers needs and technical knowledge of product capabilities and limitations.- Utilized automated systems to manage and maintain customer data to reduce errors.- Discovered and attained potential customers by employing various strategies, including utilizing business directories, pursuing leads from existing clients, partaking in clubs and attending shows and conferences. Show less
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Commodity Broker
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2014 - 2015
I developed financial plans based on clients financial analysis to further discuss finance options and strategies. I mentored clients by delivering suggestions on purchases and sales of specific securities. I produced documents to execute plans selected by clients. - Verified accuracy of information by reviewing security transactions in compliance with governing agency regulations. - Established ideal time to execute security transactions by assessing market conditions. - Educated concerned parties on irregularities or security transactions affecting plans or accounts. Show less
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Financial Analyst/ Operations Manager
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2011 - 2013
I executed day-to-day responsibilities of financial analyst by driving sales, training employees, and performing audits in compliance with organizations safety standards. I formulated technical reports by employing spreadsheets to draw graphs and charts. I oversaw progress in various fields such as industrial technology, accounting and finance and economic theory. -Reduced labor and waste by 12% by establishing and streamlining cutting-hedge data management procedures resulting in improving operational efficiency of the company by 4%. - Updated investment decisions by evaluating financial information to predict business and economic conditions while preparing investment actions [plans using financial analysis reports. - Generated oral or written reports on industries, economic trend and individual corporations. - Anticipated financial costs related to various environmental factors. Show less
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Education
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Inter American University of Puerto Rico
Master of Business Administration - MBA, Finance -
Inter American University of Puerto Rico
Bachelors of Science, Finance