Summary
Overview
Work History
Education
Skills
Timeline
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Amy Croxton

Amy Croxton

Fredericksburg

Summary

Experienced Finance Manager with a proven track record of effectively managing high-volume transactions and developing strong financial models. Seeking new opportunities to showcase exceptional organizational skills and attention to detail in a dynamic work environment. Skilled in delivering polished results and driving financial success. Excels in creating robust financial strategies to support business growth and profitability.

Overview

19
19
years of professional experience

Work History

Assistant Manager, Accounts and Finance/Dealer Account Manager

Safford CJD of Fredericksburg
03.2019 - Current
  • Identified issues, analyzed information and provided solutions to problems.
  • Learned and adapted quickly to new technology and software applications.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Developed strong organizational and communication skills through coursework and volunteer activities.
  • Ensure timely funding of all contracts and control of contracts in transit; obtain a resolution for all returned contracts
  • Tracking Reserve payments
  • Conduct frequent deal audits to ensure compliance
  • Schedules Review and Correction
  • Deal posting
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Paid attention to detail while completing assignments.
  • Resolved problems, improved operations and provided exceptional service.
  • Deal Costing
  • Rebate Dealer Cash Verification
  • Commissions Verification
  • Daily Deal Issue tracking
  • Vehicle Lien Payoffs
  • Assist customers with refunds and payments
  • Warranty Cancellation and Submissions
  • Month-End Closing Activities
  • Dealertrade processing
  • Record and manage financial transactions related to sales, purchases, and other financial activities
  • Assist with title paperwork
  • Goal-oriented professional with proven success in applying analytical skills to solve complex problems and overcome challenges. Dedicated to enhancing team performance and driving business success.
  • Train new and existing staff members in various financial procedures to prepare for job requirements
  • Process invoices and contacted appropriate parties for timely payment receipt
  • Contract new business, sell Finance products, and close deals
  • Generate Finance income on all sold customers
  • Check/verify paperwork involved with cash, finance, or loan transactions
  • Seek bank approval on all Finance and lease deals
  • Assist in acquiring approval from lenders
  • Understand all programs and rate options offered by our lenders
  • Assist Office Manager and General Manager with accounting needs
  • Auditing all deals and ensuring dealer stays compliant

Finance Manager

Safford CJD Of Fredericksburg
06.2018 - 03.2019
  • Maintained and processed invoices, deposits and money logs
  • Protected company assets with strategic risk management approaches
  • Identified improvement changes regarding key processes for internal controls and accounting procedures
  • Verified compliance of financial policies and accounting procedures against federal regulations
  • Follow up with Banks to process loan payments
  • Answered constant flow of customer calls
  • Manage customer loans in Reynold and Reynolds system
  • Contract new business, sell Finance products, and close deals
  • Generate Finance income on all sold customers
  • Check/verify paperwork involved with cash, finance, or loan transactions
  • Understand programs and rate options offered by our lenders

Finance Manager

Safford CJD Of Warrenton
06.2017 - 06.2018
  • Maintained and processed invoices, deposits and money logs
  • Protected company assets with strategic risk management approaches
  • Identified improvement changes regarding key processes for internal controls and accounting procedures
  • Verified compliance of financial policies and accounting procedures against federal regulations
  • Follow up with Banks to process loan payments
  • Answered constant flow of customer calls
  • Manage customer loans in Reynold and Reynolds system
  • Contract new business, sell Finance products, and close deals
  • Generate Finance income on all sold customers
  • Check/verify paperwork involved with cash, finance, or loan transactions
  • Understand programs and rate options offered by our lenders

Finance Manager

Safford CJD Of Fredericksburg
10.2014 - 06.2017
  • Maintained and processed invoices, deposits and money logs
  • Protected company assets with strategic risk management approaches
  • Identified improvement changes regarding key processes for internal controls and accounting procedures
  • Verified compliance of financial policies and accounting procedures against federal regulations
  • Follow up with Banks to process loan payments
  • Answered constant flow of customer calls
  • Manage customer loans in Reynold and Reynolds system
  • Contract new business, sell Finance products, and close deals
  • Generate Finance income on all sold customers
  • Check/verify paperwork involved with cash, finance, or loan transactions
  • Understand programs and rate options offered by our lenders

Finance Assistant

Safford CJD Of Fredericksburg
01.2012 - 10.2014
  • Pitched in to assist Finance Director with special projects and additional tasks
  • Manage Finance phone calls
  • Make sure all loans are paid
  • Assist banks with getting customer information to finalize loans
  • Input financial data and produced reports using Reynolds and Reynolds/Ignite.
  • Organized budget documentation and tracked expenses to maintain tight business controls.
  • Pitched in to assist with special projects and additional tasks.
  • Managed office inventory and ordered new supplies when items were running low.
  • Assisted with preparation of monthly financial statements and reports to inform management.

Call Center Representative

Mary Washington Hospital
01.2011 - 01.2012
  • Manage large volume of inbound and outbound calls in a timely manner: always identifying self and clinic
  • Routing patient calls to appropriate Doctor offices
  • Page incoming emergencies to triage/Emergency Room for incoming preparation
  • Maintain appropriate notes from Physicians to patients and patients to Physicians
  • Maintain record of communications, patient inquiries and appointment details
  • Update any changes of patient's information in computer database for multiple clinics
  • Act as liaison for patients of clinics
  • Maintain customer records and update them accurately in the system
  • Maintain record of incoming Physicians notes for patients
  • Triage medical emergencies or urgent situations, escalating them to the appropriate staff as needed
  • Stayed in compliant with HIPAA rules and regulations
  • Prioritizing a positive and professional interaction with each patient, addressing concerns, and ensuring patients feel heard and understood
  • Coordinate with healthcare providers and clinical staff to maintain proper communication

Receptionist/Cashier

Safford CJD Of Fredericksburg
04.2008 - 01.2011
  • Collected and distributed messages to team members and managers to support open communication and high customer service
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
  • Sorted and distributed mail correspondence between departments and personnel, including parcel packaging, preparation and efficient shipping
  • Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies
  • Operated cash register for cash, check and credit card transactions with 100% accuracy
  • Counted cash in register drawer at beginning and end of shift
  • Processed POS transactions, including checks, cash and credit purchases or refunds
  • Pleasantly greeted all callers and asked how to be of assistance
  • Maintained accurate directory of all personnel and phone extensions
  • Used company's paging system to immediately contact specific personnel

Cashier

Lowes
01.2006 - 01.2008
  • Greeted customers entering store and responded promptly to customer needs.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Addressed customer needs and made product recommendations to increase sales.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Answered questions about store policies and addressed customer concerns.
  • Restocked and organized merchandise in front lanes.
  • Welcomed customers and helped determine their needs.
  • Assisted customers with returns, refunds and resolving transaction issues.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
  • Maintained current knowledge of store promotions and highlighted sales to customers.
  • Operated cash register to record transactions accurately and efficiently.
  • Used POS system to enter orders, process payments and issue receipts.
  • Performed cash, card, and check transactions to complete customer purchases.
  • Processed refunds and exchanges in accordance with company policy.

Education

GED -

North Stafford High School
Stafford, VA

BBA - Business Administration in Finance And Accounting

Strayer University
Fredericksburg, VA
06-2029

Skills

  • Financial reporting
  • Detail-oriented data management
  • Proficient in Reynolds and Reynolds software
  • Detailed financial documentation
  • Coaching expertise
  • Financial transaction processing
  • Problem-solving expertise
  • Task auditing
  • Professional phone communication
  • Data-driven decision making
  • Cost analysis
  • Managing closing procedures
  • Expense tracking and reporting
  • Audit management
  • Billing and payment coordination
  • Financial management
  • Customer engagement
  • Financial analysis
  • Clear and concise communication skills
  • Cash handling expertise
  • Sales specialist
  • Building professional relationships
  • Effective negotiation skills
  • Problem-solving
  • Time management
  • Customer service and satisfaction
  • Reporting and documenting
  • Decision-making
  • Compliance management
  • Skilled in Microsoft word and excel

Timeline

Assistant Manager, Accounts and Finance/Dealer Account Manager

Safford CJD of Fredericksburg
03.2019 - Current

Finance Manager

Safford CJD Of Fredericksburg
06.2018 - 03.2019

Finance Manager

Safford CJD Of Warrenton
06.2017 - 06.2018

Finance Manager

Safford CJD Of Fredericksburg
10.2014 - 06.2017

Finance Assistant

Safford CJD Of Fredericksburg
01.2012 - 10.2014

Call Center Representative

Mary Washington Hospital
01.2011 - 01.2012

Receptionist/Cashier

Safford CJD Of Fredericksburg
04.2008 - 01.2011

Cashier

Lowes
01.2006 - 01.2008

GED -

North Stafford High School

BBA - Business Administration in Finance And Accounting

Strayer University

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Amy Croxton