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James L. Dalton, MBA
Cell: (508) 400-0567                                                                  Email: JLDVette@aol.com




                            Accounting & Finance Professional
                   Controller / General Manager / Director of Finance
      Automotive / Healthcare / Manufacturing / Import-Export / Financial Services

Over 20 years of diverse, progressive experience leading accounting and finance teams to greater productivity,
efficiency and proven results. Received an MBA and passed the Illinois CPA exam. Qualifications include:

•   Multiple Company Financial Reporting                  •   Team Building & Relationship Management
•   Finance, Budgeting & Cost Management                  •   Visionary Leadership
•   Financial Analysis                                    •   Entrepreneurial Drive & Vision
•   Cash Flow Management                                  •   Process Redesign & Optimization
•   Mergers & Acquisitions                                •   Productivity & Efficiency Improvement
•   Contract Negotiations                                 •   Continuous Improvement
•   Project Management                                    •   Staff Training & Development

    Proficient with Word, Excel, PowerPoint, Outlook, Reynolds & Reynolds, and ADP Systems


Experience:
Controller                                                                                       2007 - 2008
LOU FUSZ MOTOR COMPANY, St. Louis, MO

Recruited by CFO to provide assistance to 2 General Managers and to manage the accounting offices of 2 stores
and determine if the offices could be merged into one reducing staff and personnel expenses. Responsible for all
accounting functions from GL, A/R, A/P, recordkeeping through month-end close and preparing the financial
statements. Directly managed 2 Office Managers and 15 support staff.

•   Realigned organizational structure by merging 2 offices, reducing 3 FTE’s and eliminated $100,000 per year
    of personnel expenses.
•   Redesigned general ledger accounts for Kia store into a format like GM’s chart of accounts. Project was
    started and completed while closing FY books. New account structure aided personnel’s understanding of
    both stores when offices were merged.
•   Designed a month-end closing schedule and check list. Shared information with management and all
    accounting support allowing month-end close time to be reduced by 2-3 days from prior years.
•   Reviewed, redesigned and implemented new purchase order system in 2 stores. Project required consensus
    by management and understanding, and training by all management and staff personnel involved.


CLAIR MOTORS, West Roxbury, MA                                                                   2001 - 2006

General Manager                                                                                  2006 - 2006
Promoted to lead and manage transition phase of new acquisition. Responsible for evaluating and directing all
day-to-day operations toward building revenues and profits while waiting for approval by GM to relocate store.
Recruited, trained and led staff of 30 through 5 department managers.

•   Grew new vehicle sales gross revenue and units sold by more than 100% monthly. This was accomplished
    by creating new sales compensation plans, reviewing and changing advertising focus, implementing
    department forecasting, reviewing forecasts with management and holding management accountable for
    results.
•   Delivered an increase in Service gross revenue of more than 14%. Grew revenues by reviewing and
    changing advertising, implementing departmental forecasts and cold calling on new business opportunities.

James L. Dalton, General Manager                                                                    Page Two

•   Led management team through acquisition phase, installing new processes and procedures, evaluated
    personnel and improved departmental relationships.
•   Designed and implemented new vehicle check-in list and procedure which eliminated confusion regarding
    vehicle’s status and reduced the time to process new vehicles arriving from the manufacturer. Procedure and
    check-in list were so effective that both were modified to accommodate used vehicles taken in on trade and
    arriving from auction.

Assistant Controller, Clair Toyota & Clair Buick-Jeep                                            2001 - 2006
Recruited by CFO to manage all the office accounting functions for 3 stores/companies consisting of 7 franchises.
Recruited, trained and managed 15 direct reports.

•   Reduced overhead expenses by $2-4,000/month by evaluating and training personnel, improving processes
    and procedures, and developing a month-end schedule and check list.
•   Eliminated 2-3 days in the month-end close process by further developing personnel, scheduling and
    following up on status of month-end tasks, restructuring processes, improving the DMS and communicating
    and working with management about month-end concerns.
•   Improved accuracy and reliability of accounting records and reports by reviewing accounts at month-end with
    staff and making any adjustments before each month was closed. Results were achieved by assigning
    accounts to each staff member based on area of responsibility and expertise. This resulted in an excellent
    working relationship with the staff and improved moral.
•   Received Business Management Guild Award 4 consecutive years from Porsche for reporting timely and
    accurate results each month to the manufacturer.
•   Created new general ledger account structure and departmental reports to improve the evaluation of
    departmental financial performance for Clair International. Project consisted of developing new GL chart of
    accounts for 4 franchises, each consisting of 4 departments. Reports and new GL structure aided owners
    and management in evaluating financial performance of each department and comparing like departments.

Comptroller                                                                                     2000 - 2001
HERB CHAMBERS FORD, Braintree, MA

Recruited by Corporate Accounting Manager to manage all the accounting and financial reporting functions for the
dealership, truck center, body shop and rental car company. Evaluated, recruited, trained and managed 10 direct
reports.

•   Eliminated office overtime expenses of $3,000/month, $36,000/year through training, restructuring duties and
    processes, and monitoring daily hours and tasks completed.
•   Reduced telephone expenses by $2,000/month, $24,000/year through line by line expense evaluation and
    comparative analysis of vendor and services provided against competitors.
•   Uncovered misuse of assets in rental car company from comprehensive review of rental agreements, parking
    tickets issued on rental cars and monitoring the status on the inventory of vehicles.
•   Redesigned processes of the sales and business office delivery process resulting in a 10% increase in sales
    and quicker delivery of vehicles to customers at the time of sale.

Education:
•   Illinois State University           MBA, Business
•   Illinois State University           BS, Finance
•   NADA Dealer Academy                 General Managers Program

Other Activities:
Businesspersons Between Jobs,                                                          February 2009 – Present
Serve on and perform as: Emcee, New Member Orientation Presenter, Resume Review Committee

Crossroads Toastmasters, Charter Member/Treasurer, CC, CL, Speech Contest Winner, March 2009 - Present

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James Dalton Resume 2011

  • 1. James L. Dalton, MBA Cell: (508) 400-0567 Email: JLDVette@aol.com Accounting & Finance Professional Controller / General Manager / Director of Finance Automotive / Healthcare / Manufacturing / Import-Export / Financial Services Over 20 years of diverse, progressive experience leading accounting and finance teams to greater productivity, efficiency and proven results. Received an MBA and passed the Illinois CPA exam. Qualifications include: • Multiple Company Financial Reporting • Team Building & Relationship Management • Finance, Budgeting & Cost Management • Visionary Leadership • Financial Analysis • Entrepreneurial Drive & Vision • Cash Flow Management • Process Redesign & Optimization • Mergers & Acquisitions • Productivity & Efficiency Improvement • Contract Negotiations • Continuous Improvement • Project Management • Staff Training & Development Proficient with Word, Excel, PowerPoint, Outlook, Reynolds & Reynolds, and ADP Systems Experience: Controller 2007 - 2008 LOU FUSZ MOTOR COMPANY, St. Louis, MO Recruited by CFO to provide assistance to 2 General Managers and to manage the accounting offices of 2 stores and determine if the offices could be merged into one reducing staff and personnel expenses. Responsible for all accounting functions from GL, A/R, A/P, recordkeeping through month-end close and preparing the financial statements. Directly managed 2 Office Managers and 15 support staff. • Realigned organizational structure by merging 2 offices, reducing 3 FTE’s and eliminated $100,000 per year of personnel expenses. • Redesigned general ledger accounts for Kia store into a format like GM’s chart of accounts. Project was started and completed while closing FY books. New account structure aided personnel’s understanding of both stores when offices were merged. • Designed a month-end closing schedule and check list. Shared information with management and all accounting support allowing month-end close time to be reduced by 2-3 days from prior years. • Reviewed, redesigned and implemented new purchase order system in 2 stores. Project required consensus by management and understanding, and training by all management and staff personnel involved. CLAIR MOTORS, West Roxbury, MA 2001 - 2006 General Manager 2006 - 2006 Promoted to lead and manage transition phase of new acquisition. Responsible for evaluating and directing all day-to-day operations toward building revenues and profits while waiting for approval by GM to relocate store. Recruited, trained and led staff of 30 through 5 department managers. • Grew new vehicle sales gross revenue and units sold by more than 100% monthly. This was accomplished by creating new sales compensation plans, reviewing and changing advertising focus, implementing department forecasting, reviewing forecasts with management and holding management accountable for results.
  • 2. Delivered an increase in Service gross revenue of more than 14%. Grew revenues by reviewing and changing advertising, implementing departmental forecasts and cold calling on new business opportunities. James L. Dalton, General Manager Page Two • Led management team through acquisition phase, installing new processes and procedures, evaluated personnel and improved departmental relationships. • Designed and implemented new vehicle check-in list and procedure which eliminated confusion regarding vehicle’s status and reduced the time to process new vehicles arriving from the manufacturer. Procedure and check-in list were so effective that both were modified to accommodate used vehicles taken in on trade and arriving from auction. Assistant Controller, Clair Toyota & Clair Buick-Jeep 2001 - 2006 Recruited by CFO to manage all the office accounting functions for 3 stores/companies consisting of 7 franchises. Recruited, trained and managed 15 direct reports. • Reduced overhead expenses by $2-4,000/month by evaluating and training personnel, improving processes and procedures, and developing a month-end schedule and check list. • Eliminated 2-3 days in the month-end close process by further developing personnel, scheduling and following up on status of month-end tasks, restructuring processes, improving the DMS and communicating and working with management about month-end concerns. • Improved accuracy and reliability of accounting records and reports by reviewing accounts at month-end with staff and making any adjustments before each month was closed. Results were achieved by assigning accounts to each staff member based on area of responsibility and expertise. This resulted in an excellent working relationship with the staff and improved moral. • Received Business Management Guild Award 4 consecutive years from Porsche for reporting timely and accurate results each month to the manufacturer. • Created new general ledger account structure and departmental reports to improve the evaluation of departmental financial performance for Clair International. Project consisted of developing new GL chart of accounts for 4 franchises, each consisting of 4 departments. Reports and new GL structure aided owners and management in evaluating financial performance of each department and comparing like departments. Comptroller 2000 - 2001 HERB CHAMBERS FORD, Braintree, MA Recruited by Corporate Accounting Manager to manage all the accounting and financial reporting functions for the dealership, truck center, body shop and rental car company. Evaluated, recruited, trained and managed 10 direct reports. • Eliminated office overtime expenses of $3,000/month, $36,000/year through training, restructuring duties and processes, and monitoring daily hours and tasks completed. • Reduced telephone expenses by $2,000/month, $24,000/year through line by line expense evaluation and comparative analysis of vendor and services provided against competitors. • Uncovered misuse of assets in rental car company from comprehensive review of rental agreements, parking tickets issued on rental cars and monitoring the status on the inventory of vehicles. • Redesigned processes of the sales and business office delivery process resulting in a 10% increase in sales and quicker delivery of vehicles to customers at the time of sale. Education: • Illinois State University MBA, Business • Illinois State University BS, Finance • NADA Dealer Academy General Managers Program Other Activities: Businesspersons Between Jobs, February 2009 – Present
  • 3. Serve on and perform as: Emcee, New Member Orientation Presenter, Resume Review Committee Crossroads Toastmasters, Charter Member/Treasurer, CC, CL, Speech Contest Winner, March 2009 - Present