Controller at Sonic Automotive, NYSE: SAH (2024-03 – 2026-04)
- Transitioned from a corporate position to replace two store-level controllers at W.I. Simonson Mercedes Benz and Mercedes-Benz of Calabasas
- Assisted with due diligence, rollout, and training of new team throughout acquisition of Land Rover Santa Monica
- Partnered with GMs at both locations to improve operational efficiency and manage expenses
- Rebuilt both business offices by hiring, training, cross-training, and improving efficiency by improving technological proficiency
- Managed two business office teams including an Assistant Controller, Office Manager, and six clerical staff that processed an average of 700 new and used retail deals per month
- Oversaw payroll for 250+ associates and review all store-level SOX controls and reconciliations
- Prepared and filed all local and state sales, use, and personal property taxes
- Maintained standardized GLs at both dealerships and accurately reported $500+ million in annual revenue and financial data to Sonic Corporate Office and Manufacturers
- Hired Controller replacement at Mercedes-Benz of Calabasas while transitioning to Controller at newly acquired Land Rover Santa Monica
Financial Response Team Manager at Sonic Automotive, NYSE: SAH (2022-01 – 2024-03)
- Led a specialized corporate field team that managed special projects, maintained standardized controls, trained Controllers and Business Office teams, and acted as a liaison between Sonic's 120+ franchise dealerships and the centralized Shared Services Center in Charlotte, NC
- Analyzed corporate-level data and compiled detailed reporting of dealership balance sheets, income statements, and expense trends
- Collaborated with various corporate departments: Shared Services, Internal Auditing, FP&A, Business Intelligence, Automation, etc., on developing and improving processes for Business Office teams across the organization
- Managed Sonic's closed store operations, standardized chart of accounts, formal Policies and Procedures, and a robust library of tools and resources used within dealership Business Offices
- Presided over monthly Field Team meetings with 150+ dealership and corporate attendees
- Conducted dealership expense reviews and facilitated internal/external audits
- Reported directly to the Corporate Controller
- Traveled 50% or more
Controller at Sonic Automotive, NYSE: SAH (2019-05 – 2022-01)
- Hired by Sonic Automotive as the Controller of three franchise dealerships in Columbus, OH through a buy/sell: Hatfield Hyundai, Hatfield Subaru, and Hatfield Kia
- Upon sale, relocated to Washington, DC metro to oversee BMW of Fairfax, a single, high-volume luxury dealership with a Body Shop and annual revenue of $300 million
- Appointed as Controller Brand Leader of Sonic's 16 BMW dealerships and provided direction, resources, and tools to other BMW Controllers within the organization
- Assisted Regional Controller and Corporate Controller with special projects, new acquisitions, and training new Controllers and Business Office staff across the nation
- Managed a clerical staff of six that handled an average of 400 new and used retail/lease deals per month and oversaw payroll for nearly 200 associates
Group Controller at Straub Automotive (2017-08 – 2019-05)
- Full-scale financial management as Group Controller of Straub Honda, Straub Hyundai, Straub Nissan, Straub CDJR, Elm Grove CDJR, Straub Ford, Straub Collision Center, and Performance Insurance Associates in Wheeling, WV (45 miles southwest of Pittsburgh, PA)
- Assisted with the acquisition of Straub's sixth franchise dealership: Straub Ford
- Oversaw a clerical staff of ten and average monthly processing of 450 retail deals
- Maintained multiple charts of accounts during creation of a standardized chart
- Completed reconciliations, compiled consolidated reports, and prepared/submitted financial statements to five manufacturers
- Managed cash flow and all deposit accounts, credit lines, and loans for the organization
- Instituted and achieved a four-day close for all six dealerships
- Prepared and filed all monthly, quarterly, and yearly state and federal taxes
Controller at Germain Motor Company (2016-03 – 2017-07)
- Full-scale financial management as Controller of Mercedes-Benz of Easton, Germain Cadillac of Easton, and Germain Infiniti of Easton
- Oversaw a clerical staff of six and average monthly processing of 400 retail deals
- Assisted with ongoing reorganization of daily operations and financial reporting
Assistant Controller/Senior Financial Analyst at AutoNation, NYSE: AN (2014-09 – 2016-03)
- Held various positions within the Western Region Corporate Office during an 18-month training program
- Worked in dealerships for twelve months under two Controllers in Northern Los Angeles that collectively managed nine dealerships
- Compiled daily and weekly reports used in the Western Region and at the Corporate Office, analyzing 90+ dealerships in Washington, California, Nevada, and Arizona
