Jean Joseph Theo, MBA

Finance Manager at Napleton Palm Beach Acura
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English: Fluent Full professional proficiency
  • Spanish: Fluent Full professional proficiency
  • French: Fluent Native or bilingual proficiency
  • Creole: Fluent Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Retail
    • 1 - 100 Employee
    • Finance Manager
      • Feb 2023 - Present

    • Auto Purchasing Consultant
      • 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

    • Finance Manager
      • 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

    • 1 - 100 Employee
    • Senior Operations Executive/ RTM
      • 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

    • Sales Manager
      • 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

    • Sales Consultant/Supervisor
      • 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

    • Commodity Broker
      • 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

    • Financial Analyst/ Operations Manager
      • 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

Education

  • Inter American University of Puerto Rico
    Master of Business Administration - MBA, Finance
    2010 - 2014
  • Inter American University of Puerto Rico
    Bachelors of Science, Finance
    2006 - 2010

Community

You need to have a working account to view this content. Click here to join now