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Yyyyyy x. yyyyyy

832D Berkley Street Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx abc@xyz.com

 

  • Dynamic Leader who offers a background in Multi-Site Operations Management, Team Building / Training, Financial Management, Strategic Analysis / Planning, Trends Tracking, Profit / Loss, and Regulatory Compliance, and contributes talent in High-Volume Sales, Investments, Securitized Products, Multibillion-Dollar Asset-Backed Bonds, Client Needs Analysis / Assessment, Contract Negotiations / Management, and Risk Management.
  • Visionary Professional with commendable accomplishments across global lucrative corporate initiatives, and who can rise above challenges to increase revenue, streamline processes, improve results, and drive winning outcomes.
  • Excellent Communicator who builds and sustains synergistic relationships with global senior-level management, business / operational peers, financial teams, regulatory agencies, vendors, and clients / customers; who excels in both autonomous and collaborative work environments; and who leads staff by example and with integrity.

 

Professional Synopsis

 

Lexus of Englewood, Englewood, XXXXXX 2013 Present

 

Director of Finance

  Capitalize on the opportunity to lead a top-performing team of 6 Finance Managers across 2 locations for one of the highest volume Lexus dealerships in the Eastern Region, including handling training and mentoring efforts.

  Optimize lease and finance transactions and negotiate with banks to ensure the most advantageous credit approvals after reviewing customers credit histories, payment-to-income ratios, and / or transaction structures.

  Develop mutually beneficial relationships with finance sources, balancing credit portfolios, and booking ratios.

  Exhibit comprehensive knowledge of bank regulations, tax requirements, and strict compliance with the CFPB.

  Liaise among sales, service, accounting, finance, and delivery coordinators on a daily basis to resolve challenges.

 

  Achieved #8 ranking in the United States for Lexus Circle of Elite via increased product presentations.

  Increased New Vehicle PVR by $150 by implementing menu selling and Allstate Car Care products sales.

  Built peers knowledge base by providing continuous instruction in compliance and banking requirements.

  Enhanced insurance product training resulting in an increase to 45% penetration from 20% penetration in Lexus Luxury Care in 2015 and being named the #5 Lexus Tire & Wheel dealer in the United States for 2014.

  Designed and implemented a spreadsheet-based tracking system to monitor departmental profit, insurance product penetration, contracts in transit, funding, sold-to-delivered ratios, deal status, and credit approvals.

 

Lexus of Route 10, Whippany, XXXXXX 2013

 

Finance Manager

  Strategically steered objective reviews of clients credit reports and submitted transactions to banking partners for approval, including preparing lease and finance contracts in compliance with state laws and / or regulations.

 

  Proactively presented insurance products (e.g. warranties, maintenance packages) to clients.

  Ensured consistent compliance documentation with contracts and paperwork to expedite funding.

 

Royal Chevrolet, Bridgewater, XXXXXX 2011 2013

 

Sales Consultant

  Maximized bottom-line performance by actively engaging with prospective clients to endorse the Chevrolet product line, including accurately analyzing customer needs and recommending appropriate products / services.

 

  Profitably negotiated high-value transactions and reviewed financing options with clients to meet goals.

 

Stone & Youngberg, LLC, New York, NY 2010 2011

 

Vice President Fixed Income Sales

  Utilized broad knowledge toward building relationships with first, second, and third-tier institutional investors while expertly analyzing client portfolios to develop key macro strategies, as well as bond sales and purchases.

  Demonstrated experience in accurately submitting competitive bids and negotiating pricing on transactions.

 

  Extrapolated trends and formulated market recommendations by tracking broker-dealer and client pricing.

  Leveraged Stone & Youngberg s competencies in municipal securities to educate non-traditional investors and develop new markets for products (e.g. Build America Bonds, distressed land-based municipal financings).

Yyyyyy x. yyyyyy

Page Two (xxx-xxx-xxxx abc@xyz.com

 

Professional Synopsis (continued)

 

Odeon Capital Group, LLC, New York, NY 2009 2010

 

Vice President Fixed Income Sales

  Spearheaded results-focused relationship-building practices among first, second, and third-tier institutional investors, including analyzing client portfolios to develop macro strategies, as well as bond sales and purchases.

  • Leveraged Odeon s research capabilities to educate investors and provide pricing and formulate divestiture strategies on complex legacy assets focused on illiquid sectors (e.g. subordinated commercial mortgage, auction-rate student loan, aircraft lease, defaulted monoline-wrapped home-equity and second-lien mortgage bonds).

 

  Successfully submitted bids and aggressively negotiated pricing on bond transactions.

  Partnered with investment banking team to develop markets for esoteric investments and reverse-engineer private placement transactions to consistently meet investor needs within rigorous global markets.

 

JP Morgan Securities, Inc., New York, NY 2002 2008

 

Syndicate Manager Vice President Securitized Products Group (2005 2008)

  Led targeted design and execution of asset-backed funding strategy for issuer clients, including comprehensively formulating pricing and forecasts for issuer and investor clients - both in-house and third party.

  Launched new products for 15 high-profile clients (e.g. GE, Royal Bank of Canada, Sallie Mae) by effectively developing a new product pipeline via detailed analysis of ever-evolving global investor and market trends.

 

  Successfully aided in reaching #1 market share leadership for JP Morgan up from #6 in 2005.

  Achieved a 60% investment rate via 40 global promotional road shows for Fortune 1000 companies.

  Expanded client penetration to 20+ countries by launching a cross-selling global products campaign.

  Launched, priced, and directed settlement for $150 billion in asset-backed bonds across diverse sectors.

  Generated $1+ billion in new investment leads via educational bond presentations with a #1 research team.

 

Associate Securitized Products Group Asset-Backed Origination (2002 2005)

  Expertly structured $50+ billion in asset-backed bonds for U.S., U.K., Australia, and Canada-based clients while formulating and presenting comprehensive proposals to prospective issuers to build lucrative business results.

 

  Personally added 8 new global clients to the roster.

  Monitored $100 billion in bond settlements and fund transfers.

  Efficiently coordinated internal / external constituencies and legal team processes.

 

SG Cowen & Company, New York, NY 1999 2001

 

Analyst Office of the Chief Operating Officer

  Played a vital role in executing high-visibility projects for high-net-worth, market risk, and procurement groups.

  Performed as a valuable advisor to the COO and market risk team on global regulatory capital requirements.

 

  Successfully evaluated high-net-worth group s assets and overall production volumes.

  Facilitated divestitures of 130 brokers, 60,000 clients, and $10 billion in assets to Lehman Brothers.

 

Education & Technical Summary

 

Stevens Institute of Technology, Hoboken, XXXXXX

 

Master of Science in Management (Project Management Emphasis, 3.5 GPA)

Bachelor of Engineering in Engineering Management (High Honors, 3.8 GPA)

 

Microsoft Office (Word, Excel, PowerPoint) CDK CDK Desking CDK CRM

 

President, Alpha Phi Omega Chapter National Community Service Fraternity

 

Excellent Professional References Provided Upon Request

Yyyyyy x. yyyyyy

832D Berkley Street Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx abc@xyz.com

 

Date

 

Hiring Agent Name

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am seeking a challenging [ Insert Job Title ] role, and am submitting my resume for your review.

 

I am excited to build a rewarding career with your company, and can offer cross-functional experience in Multi-Site Operations Management, Team Building / Training, Financial Management, Strategic Analysis / Planning, Trends Tracking, Profit / Loss, and Regulatory Compliance. I am also well-versed in High-Volume Sales, Investments, Securitized Products, Multibillion-Dollar Asset-Backed Bonds, Client Needs Analysis / Assessment, Contract Negotiations / Management, and Risk Management, among other areas.

 

To complement my background, please note that I attained a Master of Science in Management (Project Management Emphasis, 3.5 GPA) and a Bachelor of Engineering in Engineering Management (High Honors, 3.8 GPA) from the Stevens Institute of Technology.

 

Currently, as the Director of Finance for Lexus of Englewood, I successfully lead a top-performing team of 6 Finance Managers across 2 locations for one of the highest volume Lexus dealerships within the Eastern Region, including handling all staff training and mentoring initiatives. Within this role, I aggressively negotiate with banks to ensure the most advantageous credit approvals after reviewing customers credit histories, payment-to-income ratios, and / or transaction structures while building beneficial relationships with finance sources, balancing credit portfolios, and booking ratios. Furthermore, I proactively liaise among sales, service, accounting, finance, and delivery coordinators on a daily basis to resolve complex challenges to consistently optimize the client experience.

 

A sampling of my accomplishments include:

 

  Increasing New Vehicle PVR by $150 by implementing menu selling and Allstate Car Care products sales.

  Achieving a #8 ranking in the United States for Lexus Circle of Elite via increased product presentations.

  Building peers knowledge base by providing continuous instruction in compliance and banking requirements.

  Enhancing insurance product training resulting in an increase to 45% penetration from 20% penetration in Lexus Luxury Care in 2015 and additionally being named the #5 Lexus Tire & Wheel dealer in the United States for 2014.

  Designing and implementing a spreadsheet-based tracking system to monitor departmental profit, insurance product penetration, contracts in transit, funding, sold-to-delivered ratios, deal status, and credit approvals.

 

[ Suggestion! Address Here Any Skills / Qualifications / Achievements Relevant to the Job Posting ]. As this is just an example of my abilities, please kindly refer to my enclosed resume for additional experience.

 

I look forward to hearing from you, and thank you in advance for your careful consideration.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

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