Lisa Marie Valenzuela, MBA

Accounting Finance Executive

Lompoc, CA 805-***-**** adirxw@r.postjobfree.com STEERING BUSINESS GROWTH & STREAMLINING OPERATIONS Accounting and finance executive with 9 years in the automotive industry; eager to leverage a record of rapid advancement and consistent results, maximizing operational efficiency and driving business improvement. Hold 20 years of accounting and finance experience spanning AP/AR, forecasting, analysis, monthly and quarterly taxes, and payroll for up to 50 employees. Develop and lead top-performing employees, collaborate with professionals across the career spectrum, and comply with all regulations. Resolve critical issues and uphold exceptional customer service. Career highlights include collecting more than

$190K in old rebate and incentive funds over a six-month period and managing a $1.5M budget. Accounts Payable/Receivable Analysis & Forecasting Payroll Processing Financial Statements Budget Development Operational Leadership Collections Bank Reconciliations Tax Reporting Account Balancing Office Management Staff Development & Supervision Regulation Compliance Customer Service Highlights of Career

Sunset Auto Center – Lompoc, CA 2010 – Present

An established automobile dealership offering new and pre-owned cars, sedans, and convertibles with $2.5M in annual revenues.

“Lisa is a hard worker, prompt, professional, and is driven to succeed. Her work ethic is unmatched. She has gone well beyond the boundaries of her job description, always ready to lend a hand for special events at the dealership.” BDC MANAGER/EXECUTIVE ASSISTANT TO THE CFO (2018-Present) Progression through increasingly challenging positions; currently serve as the executive manager of all departments (accounting, HR, sales, and service); oversee daily operations, supervise three direct reports, and conduct cross-training as needed. FINANCE & ACCOUNTING:

Oversee various financial and accounting procedures; manage a $1.5M budget, conduct forecasting across all departments, prepare and review financial statements, and conduct weekly payroll. Assist in processing insurance claims and liability insurance. Review general ledgers; collaborate with accounting staff to remove all discrepancies. Prepare monthly and quarterly taxes. Additionally, perform accounting for automobile contracts, wholesale accounting, monthly account balancing, and account reconciliations. Process all required reports. Train, supervise, and support staff. HUMAN RESOURCES:

Lead and support HR operations and functions. Interview, train, and supervise employees. Conduct training across all four departments. Review and resolve various employee-related issues. Currently coaching the new F&I Manager and Assistant within the sales department. Ensure the successful completion of all required HR training on a monthly basis. Lead and take part in weekly service, sales, and manager meetings. OPERATIONS & BUSINESS MANAGEMENT:

Direct customer relations in the sales and service departments. Arrange all deal jackets. Oversee two employees in scheduling appointments. Open and close the dealership. Conduct and lead electronic vehicle registrations in cooperation with finance and DMV clerks. Perform warranty claim processing. Oversee numerous CRM and DMS functions. Assist with Inventory. Operate as back up to sales, service, and finance managers, and to the controller as needed. MARKETING & SALES:

Serve as the marketing and social media representative for the dealership. Organize and run marketing campaigns. Utilize various social media platforms including Facebook, Twitter, and Instagram. Perform cold calling for significant events. Drive Internet leads. Operate business website. Additionally, manage and support two employees in handling all the above tasks.

Recognized for maximizing business growth and productivity across all departments while leading initiatives in streamlining procedures, driving new business, and developing top-performing staff.

Instrumental in simplifying accounting and finance procedures as head of the finance department by driving process improvements and supporting staff as needed. Sunset Auto Center Continues on Page 2

adirxw@r.postjobfree.com

$190K in old rebate and incentive funds over a six-month period and managing a $2.5M budget. Oversee various financial and accounting procedures; manage a $2.5M budget, conduct forecasting across all departments, EXECUTIVE ASSISTANT TO THE CFO/ASSISTANT BUSINESS MANAGER (2018-Present) Lisa Marie Valenzuela, MBA Accounting Finance Executive Page 2-805-***-**** adirxw@r.postjobfree.com

Proactive in initiating profit-growth methods; introduced script training allowing staff to overcome objections when scheduling appointments with customers, driving more customers to the dealership and increasing sales.

Acknowledged for developing and leading top-performing employees that exceed expectations through outstanding results in training and support.

Maintain outstanding customer service and satisfaction with a consistent record resolving all client and business- related issues in a timely and formal manner.

FINANCE MANAGER, (2016-2018)

Produced and managed over $100K in F&I product sales. Negotiated contracts with large lending institutions. Booked all deals; calculated commissions for sales staff; provided results to business office for posting. Collected down payment or purchase funds; completed the funding process in collaboration with banks and credit unions; fulfilled all funding requirements for loan processing. Extended service contracts. Balanced all cash, checks, credit card processing, and daily sales deposits. Processed car credit applications. Acquired credit structures for customers in cooperation with banks and credit unions. Processed all DMV paperwork from new and used vehicle purchases.

Took on a major assignment to balance the incentive/rebate schedule previously not balanced in more than eight months; collected over $190K of old rebate and incentive funds from the manufacturer within a six-month period; the schedule is currently balanced weekly ensuring proper collection of all money. ASSISTANT FINANCE MANAGER, (2014-2016)

Conducted payroll for service technicians and salaried employees. Performed accounting for sales commissions. Posted all rebate/incentive funds; implemented follow-up and resubmission if needed to collect payment from manufacturer. Finalized warranty accounting; oversaw posting and balancing of all warranty and PDI payments.

Earned a promotion to Finance Manager by consistently meeting and exceeding expectations and goals, while exhibiting superior leadership qualities and delivering all work in a timely manner. DMV CLERK/ACCOUNTING TECHNICIAN (2012-2016)

California DMV Clerk for purchased vehicles. Licensed vehicles under State of California guidelines. Processed DMV forms and title paperwork for customers and lienholders. Prepared contracts. Performed various accounting tasks; accounts payable/ receivable, monthly sales tax reporting, payroll, and credit card payments.

Ensured and maintained 100% compliance to all California guidelines leading to an extremely productive and efficient vehicle licensing process.

BDC AGENT: BUSINESS DEVELOPMENT CENTER (2010-2012) Brought on board as a business development representative with accountability for scheduling appointments for the sales and service departments. Additionally, performed extensive cold calling, lead generation, and client relations.

Instrumental in gaining new business for Sunset Auto Center through solid efforts and results driving new customers by scheduling appointments, cold calling, and providing outstanding customer service. Early Career

ACCOUNTING TECHNICIAN Department of Justice/Bureau of Prisons; Civil Service OFFICE MANAGER Specialty Tool & Supply; Wholesale Education

MBA & BA: Business Management Emphasis in Finance & Accounting Alpha Sigma Lambda, Magna Cum Laude, 3.92 GPA, Ashford University – San Diego, CA Technical Proficiency

UNICOR FAS ADP DMS CRM Quick Books Windows Excel Word PowerPoint Outlook LinkedIn Facebook Twitter Instagram

Specialty Tool & Supply

adirxw@r.postjobfree.com