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If you are a Director of Finance with 5+ years of experience and LOVE running financial operations at a Registered Investment Advisor Firm (for high-net-worth professionals) let's talk ASAP! Don't wait. Apply today.

Why join us?

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Setting a New Standard for Wealth Management plus Excellent Cutting-Edge Technology!

Unbiased Advice with Deep Industry Experience!

Work with a Talented Team!

Great Growth Opportunities with a Path to Leadership Roles

Competitive salary, great benefits package plus so much more!

Job Details

You will be responsible for the firm's financial operations, including accounting, AR / AP, FP&A, budgeting, treasury, and strategy including fundraising and board support.

You will work closely with Senior management to set the direction of the finance function and develop and implement financial plans that support the firm's growth and profitability.

Duties

• Oversee all aspects of the firm's financial operations : including accounting, AR / AP, FP&A, budgeting, treasury, and strategy
• Prepare financial statements and reports for management and regulatory bodies
• Coordinate and prepare quarterly board packages for review and analysis by the Board of Directors
• Manage the KPI dashboard and work with company leaders to ensure forecasts and financial targets will be achieved and monitored on a monthly basis
• Own and keep the financial model updated
• Work closely with other company leaders to characterize and manage the firm's capital needs, including coordination of fundraising processes
• Conduct financial analysis and identify opportunities for improvement and areas of risk
• Develop and implement financial strategies that support the firm's growth and profitability, including modeling acquisitions and deal structuring
• Comply with all applicable financial regulations

Required Education, Experience, and Skills

• Bachelor of Arts / Bachelor of Science and Master of Business Administration
• 5+ years of experience in financial management, private equity, investment banking, or venture capital
• Knowledge of the wealth management industry either from direct experience or deals
• Exceptional analytical and problem-solving skills
• Excellent written and verbal communication skills
• Ability to work both independently and as part of a team
• Thorough attention to detail and accuracy

4670 Convoy St, San Diego, CA 92111, USA

Req #109

Date Posted : Monday, July 3, 2023

Finance Manager - Kearny Mesa Hyundai

Job Summary :

Kearny Mesa Hyundai is looking for a Finance Manager to join the high-volume dealership. This individual must have great closing skills and a very strong CSI.

The Finance Manager sells new and used car buyers financing and insurance programs. Finance Manager also works with financial lenders to give fair interest rates to buyers and programs.

Compensation :

Employees in this position will be paid a base hourly wage at the applicable minimum wage rate ($16.30), plus commissions.

Commission amounts vary based on performance, but the expected average annual earnings are approx. $80,000 to $200,000. The annual / hourly pay range displayed serves as a good faith estimate of the minimum and maximum pay range expected for this role.

Compensation for the role will be based on a number of different factors such as a candidate’s qualifications, skills, competencies, and experience.

Responsibilities :

• Offering vehicle financing and insurance to customers and providing them with a thorough explanation of aftermarket products, extended warranties and a complete explanation of manufacturer and dealership service procedures and policies.
• Maintaining good working relationships with lenders to secure competitive interest rates and financing programs.
• Processing financing and leasing deals accurately and securing approval through financial sources as well as the proper federal, state and corporate channels.
• Understanding and complying with federal, state and local regulations that affect the new and used vehicle finance departments.
• Responsible for maintaining the profitability of the department while controlling expenses and maintaining customer satisfaction.
• Creating and maintaining a program with the sales department that will ensure all new sales are referred to the F&I department.
• Training and providing the sales team with information on finance and leasing programs as well as the benefits of the dealership's financing and extended service programs.
• Other duties may be assigned as needed.

Required Skills / Abilities :

• Excellent written and verbal communication skills.
• Ability to provide accounting services as detailed in financing agreements.
• Proficient in Microsoft Office Suite or related software, as well as budget creation and analysis software.
• Excellent organizational skills and attention to detail.
• Thorough understanding financial principles, practices, and policies.
• Understanding of financial ethics
• Finance and Insurance personnel require strong communication skills in order to work with customers, employees and finance and insurance vendors.

Education and Experience :

• High school diploma or equivalent
• Two years of automotive sales experience and one year in a dealership management position is required.
• Sales license is required

Physical Requirements :

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Kearny Mesa Hyundai employees are offered competitive pay, medical, dental and vision plans, health savings accounts (HSA), flexible spending accounts (FSA), paid holidays and vacation, short and long-term disability, company sponsored life insurance, 401(k) retirement plan, vehicle purchase, service and parts discounts, employee assistance plans (EAP), Maderas Golf Club discounts, and more!

Kearny Mesa Hyundai is an equal opportunity employer (m / f / d / v) and maintains a drug free workplace. If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check.

Pay Type : Hourly

Min Hiring Rate : $16.30

PI223870881

The Finance Manager produces additional revenue for the dealership by selling finance and other appropriate after-sale items to new and used customers.

Experience in dealership management, automotive sales and prior finance selling experience are encouraged to apply.

Employees in this position will primarily be paid commissions, but they will also be paid minimum wage ($15.50 / hr) for non-sales work and for rest periods.

Commission amounts vary based on performance, but the expected average annual earnings for this position are approx.

$180,000 to $233,066.

At Mossy Auto Group our employees are our most valuable asset.

Our mission statement is to create an environment of high integrity & mutual respect that nurtures openness, creativity, & innovation.

Every employee at Mossy is absolutely critical to its success.

As a family owned & operated business we consider each employee and extension of the Mossy family.

We promise to deliver the same award winning service and value that our community has come to expect from our dealership through the years.

Benefits

Medical, Dental & Vision

Group Insurance Plans & Discounts

401K Retirement Savings Plan

Paid Vacation and Holidays

Disability Insurance

LAP (Life Assistance Program)

Basic Life, Dependent & Accident Insurance

Growth Opportunities

Paid Training

Employee Purchase Incentives

Responsibilities

Responsible for helping our customers arrange the financing of their purchases and presenting them with additional products that enhance their vehicle and ownership experience.

Proficient at structuring deals for maximum profitability and collectability

Fully proficient with title laws and registration process

Maintains proficiency and certifications as required for the position

Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals & ensures collection of all finance fees

Ensures all deals are fully compliant with local, state and federal guidelines

Prepares paperwork, contracts and delivers deals

Accurately audits team deals Post-Sale for correct title, loan information, taxes, etc.

Ensures the expeditious funding of all contracts, accurately and fairly through financial sources to secure approval

Establishes and maintains good working relationships with several finance sources, including the manufacturer

Conducts business in an ethical and professional manner

Qualifications

High school diploma or equivalent experience

Knowledge of dealership finance and insurance procedures

Leadership abilities & outstanding customer service skills

Professional personal appearance & punctual

Excellent verbal / written communication, strong negotiation and presentation skills

Follows directions from supervisors & interacts effectively with coworkers

Understands and follows posted dealership policies and procedures

We are an equal opportunity employer & drug-free workplace.

Offers of employment contingent upon successfully passing background screening (incl.

criminal background check, review of motor vehicle records, verification of SSN & passing drug test at a certified testing facility).

The Finance Manager produces additional revenue for the dealership by selling finance and other appropriate after-sale items to new and used customers.

Experience in dealership management, automotive sales and prior finance selling experience are encouraged to apply.

Employees in this position will primarily be paid commissions, however they will also be paid the applicable minimum wage for non-sales work and for rest periods.

Commission amounts vary based on performance, with the expected average annual commission earnings of approx.

$130,000 - $280,000.

At Mossy Auto Group our employees are our most valuable asset.

Our mission statement is to create an environment of high integrity & mutual respect that nurtures openness, creativity, & innovation.

Every employee at Mossy is absolutely critical to its success.

As a family owned & operated business we consider each employee and extension of the Mossy family.

We promise to deliver the same award winning service and value that our community has come to expect from our dealership through the years.

Benefits

Medical, Dental & Vision

Group Insurance Plans & Discounts

401K Retirement Savings Plan

Paid Vacation and Holidays

Disability Insurance

LAP (Life Assistance Program)

Basic Life, Dependent & Accident Insurance

Growth Opportunities

Paid Training

Employee Purchase Incentives

Responsibilities

Responsible for helping our customers arrange the financing of their purchases and presenting them with additional products that enhance their vehicle and ownership experience.

Proficient at structuring deals for maximum profitability and collectability

Fully proficient with title laws and registration process

Maintains proficiency and certifications as required for the position

Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals & ensures collection of all finance fees

Ensures all deals are fully compliant with local, state and federal guidelines

Prepares paperwork, contracts and delivers deals

Accurately audits team deals Post-Sale for correct title, loan information, taxes, etc.

Ensures the expeditious funding of all contracts, accurately and fairly through financial sources to secure approval

Establishes and maintains good working relationships with several finance sources, including the manufacturer

Conducts business in an ethical and professional manner

Qualifications

High school diploma or equivalent experience

Knowledge of dealership finance and insurance procedures

Leadership abilities & outstanding customer service skills

Professional personal appearance & punctual

Excellent verbal / written communication, strong negotiation and presentation skills

Follows directions from supervisors & interacts effectively with coworkers

Understands and follows posted dealership policies and procedures

Our company is committed to hiring a diverse and qualified workforce.

We will not consider any characteristic or category protected by state or federal law in hiring or employment decisions, including but not limited to race, national origin, color, religion, sex, sexual orientation, gender identity, disability, age, status as a parent, or genetic information.

We are an equal opportunity employer and drug-free workplace.

Offers of employment contingent upon successfully passing background screening (incl.

criminal background check, review of motor vehicle records, verification of SSN and passing drug test at a certified testing facility.

The Finance Manager produces additional revenue for the dealership by selling finance and other appropriate after-sale items to new and used customers.

Experience in dealership management, automotive sales and prior finance selling experience are encouraged to apply.

Employees in this position will primarily be paid commissions, however they will also be paid the applicable minimum wage for non-sales work and for rest periods.

Commission amounts vary based on performance, with the expected average annual commission earnings of approx.

$130,000 - $280,000.

At Mossy Auto Group our employees are our most valuable asset.

Our mission statement is to create an environment of high integrity & mutual respect that nurtures openness, creativity, & innovation.

Every employee at Mossy is absolutely critical to its success.

As a family owned & operated business we consider each employee and extension of the Mossy family.

We promise to deliver the same award winning service and value that our community has come to expect from our dealership through the years.

Benefits

Medical, Dental & Vision

Group Insurance Plans & Discounts

401K Retirement Savings Plan

Paid Vacation and Holidays

Disability Insurance

LAP (Life Assistance Program)

Basic Life, Dependent & Accident Insurance

Growth Opportunities

Paid Training

Employee Purchase Incentives

Responsibilities

Responsible for helping our customers arrange the financing of their purchases and presenting them with additional products that enhance their vehicle and ownership experience.

Proficient at structuring deals for maximum profitability and collectability

Fully proficient with title laws and registration process

Maintains proficiency and certifications as required for the position

Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals & ensures collection of all finance fees

Ensures all deals are fully compliant with local, state and federal guidelines

Prepares paperwork, contracts and delivers deals

Accurately audits team deals Post-Sale for correct title, loan information, taxes, etc.

Ensures the expeditious funding of all contracts, accurately and fairly through financial sources to secure approval

Establishes and maintains good working relationships with several finance sources, including the manufacturer

Conducts business in an ethical and professional manner

Qualifications

High school diploma or equivalent experience

Knowledge of dealership finance and insurance procedures

Leadership abilities & outstanding customer service skills

Professional personal appearance & punctual

Excellent verbal / written communication, strong negotiation and presentation skills

Follows directions from supervisors & interacts effectively with coworkers

Understands and follows posted dealership policies and procedures

Our company is committed to hiring a diverse and qualified workforce.

We will not consider any characteristic or category protected by state or federal law in hiring or employment decisions, including but not limited to race, national origin, color, religion, sex, sexual orientation, gender identity, disability, age, status as a parent, or genetic information.

We are an equal opportunity employer and drug-free workplace.

Offers of employment contingent upon successfully passing background screening (incl.

criminal background check, review of motor vehicle records, verification of SSN and passing drug test at a certified testing facility.