- Serve as financial point person for GMs and Controller
- establish with owner financial guidelines and monthly reporting packages
- Financial Statement review / verification during close out
- Setup and verify completion of monthly financial reporting package for use by the leadership team prepared with the statement by controller at month end
- Ensure 100% schedule and balance sheet review’s each month
- Conduct monthly financial statement reviews and weekly asset meetings with owner, coo and dept managers
- build dealership teams understanding of the financial statement and department profitability
- Conduct Garage/Property/Floorplan and Health insurance renewal – finding best coverage and cost
- Help build excel models when considering pay plan changes to forecast how it will actually pay out, adherence to kpi’s, high and low payouts, identify work it will take to administer new plan
- Serve as lead coordinator for Compliance programs, 401k audits, Health insurance 5500 reports, OFAC, FRAUD, Privacy and security programs.
- lead person for review of all contracts and vendor agreements to protect against long term contracts executed by junior personnel with unfavorable terms
- identify and track dealership kpi’s
- Act as point person for all financial interactions with lending institutions for audits, annual credit reviews, loan compliance, securing additional capital and lines of credit
- Develop hiring strategies including skills testing and psychological testing
- Assist with buy/sell preparation, negotiation, apa, take out or install, close out of books on sales and processing of cancellations until complete
- develop engagement terms for anything you as the owner needs
- the benefit of an experienced CFO at a fraction of the cost…
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