Introducing The Box Method™ Professional Automotive Finance Program
There's never been a clear road to the finance office—
until now.
You’re not here for theory — you want results.
Whether you're in sales, admin, or brand new to the automotive industry, The Box Method is your roadmap to landing in the finance office — and thriving in it.
There's never been a clear road to the finance office.
...until now.
You’re not here for theory — you want results.
Introducing The box method: a-to-Z automotive Finance training
Whether you're in sales, admin, or brand new to the automotive industry, The Box Method is your blueprint to landing in the finance office — and thriving in it.
Introducing The Box Method™ Professional Automotive Finance Program
There's never been a clear road to the finance office—
until now.
You’re not here for theory — you want results.
Whether you're in sales, admin, or brand new to the automotive industry, The Box Method is your roadmap to landing in the finance office — and thriving in it.
There's never been a clear road to the finance office.
...until now.
You’re not here for theory — you want results.
Introducing The box method: a-to-Z automotive Finance training
Whether you're in sales, admin, or brand new to the automotive industry, The Box Method is your blueprint to landing in the finance office — and thriving in it.
The Problem
Most people in auto sales are
never taught finance.
Selling cars is one thing—but stepping into the finance office is a different game entirely.
Most dealerships throw you into the deep end without training, expecting you to "figure it out" as you go.
And the truth is, the finance office is often gatekept, leaving you guessing, messing up deals, and missing out on income.
You know you’re capable — but without a roadmap, you’re stuck spinning your wheels.
HERE'S THE TRUTH:
Finance training is rarely taught — you're
expected to absorb it through osmosis.
Mistakes in deal structure cost time, money, and
trust.
The finance office is often gatekept — unless you
already know someone.
There’s no step-by-step process… just trial, error,
and pressure.
Who This is Perfect For
Ambitious auto sales consultants ready to level up
Dealership receptionists or coordinators ready to grow
Professionals looking to break into the automotive industry
Dealer principals seeking better onboarding
What You'll Learn
How to structure and submit real-world deals through Dealertrack
Prime vs. nonprime credit — and how to handle both
Tools you’ll use daily (Equifax, TransUnion, Dealertrack)
Presenting product menus with confidence
Career tactics to land your first finance role
MEET YOUR TRAINER
Jessica Ward
Top-Performing Finance Manager
Founder & Lead Instructor
The Box Automotive Finance Academy
"I’ve built the systems, trained the people, and done the work — and now I’ve built the roadmap for others to follow."
When I first entered the automotive industry, I had no experience — just drive, determination, and zero clue what I was walking into.
I helped build a dealership from the ground up and stayed there for the next 11 years — something that’s nearly unheard of in this business.
But in those early days, I cried almost every day.
The pressure was intense, the learning curve was brutal, and while I had some guidance it wasn't enough.
I had to figure it all out the hard way, through trial and error and sheer resilience—
I eventually rose to become the Senior Finance Manager, leading one of the top-performing finance departments in the country.
Over the years, I’ve trained countless new hires from scratch — something I was proud to do, but it came at a cost.
Every time I took someone under my wing, it meant working double: teaching while still closing deals, managing risk, and keeping up with the non-stop pace of the store.
It was overwhelming — and it revealed a major flaw in our industry:
there is no clear, scalable way to train new Finance Managers without burning out the ones already in the seat.
That’s why I created The Box Automotive Finance Academy—to bridge that gap.
Our mission is to solve one of the biggest problems in the automotive industry: preparing the next generation of Finance Managers without pulling valuable time and focus from the ones already in the chair.
And this isn’t theory—I’m not someone who left the business a decade ago.
I’ve been in it, day in and day out, up until now.
I know exactly what the role demands today, because I’ve lived it.
For Dealer Principals: The Box means you can finally develop future finance talent without sacrificing your store’s performance.
For individuals who want into the finance office (but don’t know how to get there):
it means access to the kind of real-world training and insight that was never available—until now.
Why the Finance Office?
The finance office isn’t just a department — it’s the dealership’s profit engine.
Top Finance Managers routinely earn $150K+, with the best making $200K+.
You’re not just closing deals — you’re driving the business.
INTRODUCING
The Box Method™ Professional Automotive Finance Program
Your fast track into the finance office begins here! 🚀
In just 4-6 weeks, you’ll master the exact system top Business Managers use to get approvals, close deals, and lead with confidence.
⚡ Seats Are Extremely Limited
Don't miss your chance to accelerate your automotive career—secure your spot in the box, today!
What You'll Get:
4-6 Weeks of Self-Paced Training
Full Finance Manager Roadmap
Weekly LIVE Q&A with Jessica
Exclusive Insider Access
Testimonials
"Jessica's deep understanding of the finance process, combined with her ability to communicate and lead, makes her exceptionally well-suited to train the next generation of finance advisors.
I have no doubt her training academy will deliver real-world value and help others succeed tremendously in this industry."
—Carlson, Sales Associate
"What I admire most is Jessica's relentless drive—“no” is simply not in her vocabulary when it comes to helping her clients succeed. Whether it’s finding solutions, restructuring financial plans, or simply offering sound advice, she makes things happen.
I trust her fully, and I would recommend her with my eyes closed to anyone looking for real financial guidance. She is not only an expert in her field but also a kind, reliable, and an incredibly trustworthy person."
—Jen Turcious, Client
"As a retired lawyer and real estate investor I am always watching for attention to the importance of not just detail, everyone talks about that; I pay attention to the substance, depth, and quality of execution of the tasks at hand. Jessica does all three with brilliance."
—Arnold Fine, B. Comm JD
You want a successful career? Learn from THE BEST! Jessica is a genius!
"I have had the pleasure of working closely with Jessica for the past 11 years in my role as General Manager at our automotive dealership. During that time, she served as our Finance Director and proved to be an indispensable member of our team.
Jessica consistently demonstrated an exceptional ability to handle even the most complex deals with efficiency, professionalism, and a clear focus on both customer satisfaction and team success.
Her deep knowledge of automotive finance, paired with her problem-solving mindset and strong work ethic, played a major role in the overall performance and reputation of our dealership. She not only ensured that every deal was completed smoothly, but also built lasting relationships based on trust and transparency. Her commitment to excellence made her a go-to leader in our store.
Given her experience, leadership, and passion for helping others succeed, I have no doubt that she will make a powerful impact. I highly recommend Jessica without hesitation. She is a true professional and a person of integrity who will bring tremendous value to any individual or organization she works with."
—Charlie Man, General Manager
THINK OUTSIDE
THE BOX.
SUCCEED INSIDE IT.
Frequently Asked Questions
💼- -What exactly does a Finance Manager do in a dealership?
A Finance Manager is responsible for structuring deals, securing loan approvals, presenting finance and insurance products, and ensuring all paperwork is legally compliant and accurate. They're the closer — working directly with customers and lenders to finalize vehicle purchases and boost dealership profitability.
📈-- How much money can Finance Managers really make?
Top-performing Finance Managers in Canada routinely earn $150,000 to $200,000+ per year, depending on dealership volume and skill. The position is one of the most profitable roles in the store — and The Box Method is built to help you step into that seat.
🧠-- I’ve never worked in automotive before — is this program for me?
Yes! The Box Method is designed for beginners and experienced dealership staff alike. If you’re new to the industry, we’ll walk you through everything from credit basics to deal structuring. If you already work in sales or support, this is your next step forward.
🛠️-- What tools and systems will I learn?
You’ll be trained on real industry platforms, including:
Dealertrack (Canada’s leading finance portal)
Equifax & TransUnion (the two national credit bureaus)
Plus, you'll learn how to navigate lender guidelines, present product menus, and build strong bank relationships.
📅-- Is the training live or self-paced?
To start, The Box Method will be offered as a live cohort program with virtual sessions led by Jessica Ward. This allows you to get real-time feedback, ask questions, and simulate actual deal scenarios.
Recordings and resources will also be available for review at your pace.
🚘-- I already work at a dealership — how will this help me move up?
This program is built to fill the gap between where you are and where you want to go. If you're a Sales Consultant, BDC Rep, or Receptionist who’s been eyeing the finance office, this course will give you the skills and confidence to transition into the role — and show your leaders you're ready.
🧾 --Will I get a certificate or proof of completion?
Yes. Graduates will receive a certificate of completion, which you can present to potential employers or dealership leadership. We also provide coaching on how to position your new skills during interviews or internal promotions.
🤝 --Can dealerships enroll team members in the program?
Absolutely. Dealer Principals and GMs are encouraged to use The Box Method as a streamlined way to develop internal talent without pulling current Finance Managers off the desk to train others.
💳-- How much does it cost?
The investment for The Box Method will be announced on launch day — but know this: for a role that pays six figures, the training will be priced as an accessible, high-value career accelerator.
YOUR FAST TRACK TO THE FINANCE OFFICE BEGINS HERE!
This is your opportunity to join Canada’s premier hands-on professional automotive finance training program — built for real people, real dealerships, and real results.
In just 6 weeks, you’ll master the exact system top Business Managers use to get approvals, close deals, and lead with confidence.
No dealership experience? We’ll walk you in the front door.
Already in sales or admin? We’ll show you the fastest path to the finance office.
This is the exact roadmap I wish existed when I started—a proven, step-by-step system built from 11+ years inside the dealership.
Step into The Box
Whether you're building your team or becoming the next one in the chair, The Box was made for you — with real experience, real structure, and a whole lot of heart.
Think outside the box. Succeed inside it.
© 2025 The Box Automotive Finance Academy. All Rights Reserved.
Made with ❤︎ by heyKIRI in Vancouver, BC
Why the Finance Office?
The finance office isn’t just a department — it’s the dealership’s profit engine.
Top Finance Managers routinely earn $150K+, with the best making $200K+.
You’re not just closing deals — you’re driving the business.