sales finance manager resume example with 6+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • :

Flexible hard worker ready to learn and contribute to team success. Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive and diligent. Focused and possesses excellent communication and negotiating abilities.

Driven to build lasting client relationships and exceed sales goals. Customer-oriented, strategic-thinking management professional successful in cultivating partnerships, retaining top accounts and growing profit channels.

Multi-tasking and self-motivated leader with expertise in expanding network connections and persuasively introducing products. Well-versed in implementing why the customer needs to do business with just us. Hardworking and reliable Sales/Finance Manager with strong ability in listening to my superiors and coaching the staff just as they see fit to get the job done. Highly organized, very coachable, proactive and punctual with team-oriented mentality to expand skills while facilitating company growth. Multilingual and fluent in English and Korean, offering solid comprehension of cultural diversity.

  • Rapport and relationship building
  • Consultative and relationship selling
  • Promotional sales events
  • Profit and revenue-generating strategies
  • Cross-cultural sales background
  • Compelling leadership skills
  • Well-versed in contract law
  • Sales tracking
  • Multidisciplinary team leadership
  • Complex project negotiations
  • Service-driven sales
  • Recruiting and hiring
  • Market and competitive analysis
  • Sales process
  • Deal structuring
  • Customer satisfaction
  • Financing expertise
  • Customer financing
  • Verbal and written communication
  • Lender relationships
  • Financial institution programs
  • Client relationship management
  • Persuasive negotiations
  • Product and service management
  • Sales operations
  • Product knowledge
  • Negotiations expert and strong deal closer
  • Communication and engagement techniques
  • Energetic
  • Bilingual in Korean and English
  • Exceptional multi-tasker
  • Excellent communication skills
Sales/Finance Manager, 06/2019 to 12/2021
Vcfo Holdings, Inc.Denver, CO,
  • Supported sales team in coordinating paperwork and closing sales.
  • Structured deals and negotiated with financial institutions to complete financing and funding.
  • Approved and qualified applications for financing, closed sales contracts and cross-sold warranty/gap products while complying with state laws.
  • Teamed with sales managers and sales consultants to create positive atmosphere, resulting in maximum profitability and customer satisfaction.
  • Identified interest rates and loan terms by reviewing and analyzing client credit.
  • Educated customers on importance of service contracts to provide better product experiences and gap insurance benefits.
  • Sold service contracts, insurance and after-market products while continually tracking sales, developing goals and pitching new products, resulting $2500 to $6600 or more a copy.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Assessed client needs and developed specific strategies to establish financial capabilities.
  • Compiled, interpreted and verified crucial financial data, both actual and projected.
  • Accomplished revenue and profitability goals by applying extensive knowledge of bank and credit union programs as well as factors which produced best terms.
  • Initiated vital financial processes by setting up vendor information and payment structures, defining operational expenses, managing bank accounts and reconciling accounts.
  • Drove sales by verifying employment status and credit history to approve loan agreements.
  • Collaborated with the General Manager and Owner to manage budgets and financial planning, delivering accurate and compliant data.
  • Established cost assessments on trade in vehicles and also, auction bought vehicles for body repair/reconditioning/MSI. Provided detailed reports on what each vehicle needed to be sales ready.
  • Packaged financial agreements through cross-functional collaboration with controller and title clerk.
  • Generated average of $2200 up to plus $10K in revenue per vehicle.
  • Evaluated budget plans and current costs to project trends and recommend updates.
  • Employed and trained new recruits according to established guidelines to improve efficiency and productivity.
  • Explained and emphasized benefits of dealer financing in lieu of cash payments or credit union financing to boost revenue.
  • Planned and coordinated risk mitigation strategies to protect company assets.
  • Streamlined cost analysis by creating and implementing new policies and procedures.
  • Raised capital by building partnerships with third party vendors, inspection stations, and parts vendors to maintaining a strong relationship.
  • Processing documents in accordance with terms and agreements with the lender to have it funded as soon as possible.
CEO, 01/2017 to 05/2021
Vcfo Holdings, Inc.Brownwood, TX,
  • Oversaw budgetary and financial activities and implemented strategies to grow business and profits.
  • Led organization by establishing business direction and actualizing operational plans to meet goals.
  • Cultivated successful business culture focused on performance optimization and goal attainment.
  • Analyzed and determined courses of action to align operations and revenue performance with organizational goals.
  • Cultivated strong industry relationships with competitors and suppliers to promote cooperative interactions and improve industry insights.
  • Reviewed daily financial reports and reconciled accounts to keep information current and accurate.
  • Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
  • Determined revenue and profit impacts of market strategies and led business direction toward profitable channels.
  • Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
CEO, 10/2016 to 09/2017
  • Optimized customer service procedures to increase satisfaction and customer loyalty.
  • Evaluated financial and administrative operations.
  • Diversified menu by adding seasonal options, limited time specials and fresh, local ingredients.
  • Transformed business exterior, interior look, social media presence and marketing strategies.
  • Ate food, observed staff and reviewed kitchen operations.
  • Maintained clean, safe working area in compliance with company policies.
  • Delivered exceptional guest service with friendly and helpful attitude.
  • Trained new team members on menu items, operating procedures and company policies.
  • Addressed guest concerns and complaints quickly and thoroughly to promote satisfaction.
  • Processed payments via cash, credit card and gift card and returned accurate coin and bills.
  • Answered guest questions regarding ingredients, preparation methods and allergens.
  • Inspected dishes for quality and appearance before delivery to customers.
  • Drove sales and profitability by upselling beverages, appetizers and desserts.
  • Consistently maintained high levels of cleanliness, organization, storage, and sanitation of food and beverage products to ensure quality.
  • Trained front-of-house staff on restaurant policies and procedures, guest service techniques and communication skills to promote positive experiences.
  • Resolved problems or concerns to satisfaction of involved parties.
  • Performed restaurant walk-throughs to gauge timeliness and excellent service quality.
  • Exhibited thorough knowledge of foods, beverages, supervisory duties, service techniques and guest interactions.
  • Mentored front of house personnel on company policies customer service techniques and professional communication.
  • Minimized loss and misuse of equipment through proper restaurant supervision and staff training.
  • Determined root cause of performance trends and developed process improvement plans which targeted assurance in safety, health, quality and customer satisfaction.
  • Worked closely with the owner/owners, chef and cooks to determine menu plans for special events or occasions.
  • Applied classic culinary training, awareness of market and menu trends, cost control process and team building to meet and exceed brand-based performance standards.
  • Built revenue by delivering innovative catering services, leading region in catering sales.
Master Certified Sales Consultant, 10/2014 to 11/2015
Mercedes Benz Of Hunt ValleyCity, STATE,
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Listened to customer needs to identify and recommend best products and services.
  • Scheduled 30 to 40 appointments per week.
  • Drove sales of company products and services by meeting with customers using strategic and organized approach.
  • Called cold/warm leads each week by the hundreds to expand client base.
  • Met and consistently exceeded revenue targets with proactive, customer-specific suggestions of accessories and related items.
  • Greeted incoming customers and provided expert sales and service to drive revenue.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • Demonstrated products in effort to show potential buyers benefits and advantages and encourage purchases.
  • Maintained productive relationships with existing customers through exceptional follow-up after sales.
  • Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs.
  • Maintained client satisfaction ratings by offering proactive resolution ideas while driving actionable responses to questions, concerns or challenges.
  • Landed new customer accounts through consistent combination of perseverance, dedicated cold calling and exceptional service.
  • Developed professional sales presentations to creatively communicate product quality and market comparisons.
  • Tracked industry trends and pursued professional development opportunities to strengthen product and service knowledge.
  • Demonstrated products at customer locations, answering questions and redirecting objections to close deals.
  • Priced out products for customers and drew up sales paperwork.
  • Cultivated long-term relationships with clients to accurately quote prices and terms that achieved customer objectives.
  • Identified, coordinated and participated in client relationship-building activities and meetings.
  • Expanded network by attending industry events, identifying and pursuing leads and establishing rapport with new clients.
  • Worked with fellow sales team members to achieve group targets.
  • Worked with production teams to assess, update and optimize delivery dates for customers.
Education and Training
Bachelor of Science: Psychology, Expected in to University of Baltimore - Baltimore, MD,

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Resume Overview

School Attended

  • University of Baltimore

Job Titles Held:

  • Sales/Finance Manager
  • CEO
  • CEO
  • Master Certified Sales Consultant


  • Bachelor of Science

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