Management Sales

PETER E. CONWAY

*********@*****.***

**** ****** ***** 404-***-**** cell

Kennesaw, GA 30152 770-***-**** home

Finance

Client/People Management Operational/Implementation management Trend Analysis Asset & Depreciation Management Budget & Forecasting Planning and Analysis P&L Management Reconciliations

Finance professional with 30 years experience in business analysis, P&L management, fixed asset accounting and analysis, business controls management as well corporate and individual investment planning experience. Seeking challenging corporate finance position. Proven business administration and financial management expertise in the application of knowledge, skills and tools in managing business finance activities to meet or exceed corporate expectations. Also experienced in the startup of new businesses and organizations. Goal and results oriented leadership with exceptional organizational, communication and relationship/team building skills.

Professional Experience

Merrill Lynch, Pierce, Fenner & Smith Inc. 2005 – present

Morgan Stanley Smith Barney

Senior Financial Advisor

Series 7, 31, 66 licensed; Life and Accident/Sickness Licensed

Financial Advisor responsible for effectively sourcing, managing and retaining client relationships. Consult with clients to help them achieve their financial goals and investment objectives by providing customized, comprehensive strategic financial planning advice. My intention is to understand my clients’ needs and implement appropriate financial plans. Responsibilities include prospecting for clients, setting appointments, meeting with prospects, preparing financial plans, recommending specific and appropriate products and services.

Asbury Automotive Group, Inc. 2003 – 2005

Controller managing financial resources with the responsibility for performing all accounting functions for two dealerships with combined revenue of $64 million dollars. Maintain daily management report to analyze and manage income and expenses. Reconciled all asset and liability accounts monthly as well as bank reconciliations for operating and payroll accounts and took appropriate management action as necessary. Reconciled physical inventory and identified all exceptions. Analyzed expense trends and gross profit figures. Preparation of monthly variance report comparing current figures vs. prior year and forecast. Prepare monthly sales tax report. Prepared quarterly and annual financial and forecast plans. Responsible for weekly meeting with senior management to review financial performance.

Town Center Nissan/Kia 2002 – 2003

Controller managing financial resources with responsibility for performing all accounting functions for two dealerships with three locations. First employee hired to open new business operation. Responsibility for all dependent IT systems, databases, ledgers, accounts payable/receivables as well as state and federal tax procedures. Setup all asset, liability, sale, cost of sale, expense accounts and schedules, and mapped to the appropriate financial statement line. Setup trial balance and daily management report to analyze income and expenses. Responsible for setting up depreciation schedules for appropriate items. Reconciled all asset and liability accounts, as well as operating and payroll bank accounts. Performed physical inventory monthly. Prepared monthly sales tax return. Responsible for sales promotions.

AutoNation, Inc. 1998 – 2002

Controller, Sutherlin Nissan/Team Mitsubishi, June 2001 to February 2002

Managed financial resources with responsibility for performing all accounting functions for two dealerships with combined revenue of $98 million dollars. Maintained daily management report to analyze and manage income and expenses. Reconciled all asset and liability accounts monthly. Performed monthly bank reconciliations for operating and payroll accounts. Performed physical inventory twice per month and identified all exceptions. Analyzed trends of expenses and gross profit figures and took appropriate management action as necessary. Conducted monthly meeting with GM to evaluate effectiveness of each department. Reconciled finance company statements. Responsible for formulating an organizational chart that led to significant headcount reduction without loss of productivity. Responsible for weekly management meeting with sales and finance departments to review financial performance.

District Financial Analyst, January 2001 to June 2001

Reported to district controller. Managed systems to prepare financial and business related trend analysis. This included maintaining report files such as daily doc, fixed assets, and receivables. Conduct analytical and in store work paper reviews; corporate financial reporting and consolidation of district store results. Prepared and presented management reports to include performance analysis, district budgeting and forecasting.

Controller, AutoNation Chrysler Jeep, January 2000 to January 2001

Responsible for all accounting functions for the dealership with annual revenue of approximately $49 million dollars. Supervised a staff of six in completing all functions.

Southeast District Controller, Megastores, January 1999 to January 2000

Reported to district vice-president for all accounting functions related to four used car megastores in the Atlanta area. Responsible for trend analysis, work paper reviews and district consolidation. Successfully turned struggling stores into profit centers. Responsibilities also included participation in the acquisition process for converting megastores into new car dealerships and also the physical closing of one store.

Controller, AutoNation USA Megastore, May 1998 to January 1999

Responsible for all accounting functions for the Alpharetta used car megastore. Managed financial staff with responsibility for running all accounting functions for a dealership with approximately $60 million in revenue.

Carl Black Buick Pontiac GMC 1992 – 1998

Controller responsible for all accounting functions for a dealership with approximately $65 million in revenue. Supervised a staff of five in completing all functions. Assisted in the startup of used car superstore.

Royal Oldsmobile 1991 – 1992

Sales Consultant

Merrill Lynch Hubbard Inc., New York, New York

Tax analyst

Education

St. Bonaventure University, St. Bonaventure, New York

Bachelor of Business Administration, Finance 1985

Computer Skills

Reynolds & Reynolds, ADP, Microsoft Excel, Microsoft Word, Microsoft Works, Outlook express, Salesforce, Turbo Tax

References

Available upon request

Contact this candidate