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Jorge Perez personal email
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Multi-industry operational CFO and Financial Business Leader who brings a broad based perspective attained through diverse industry experience globally. Insatiable appetite for asking questions that engage people in deeply understanding current business practices. A high degree of understanding in the areas of Retail, Manufacturing, Hospitaliy and Treasury allows us to apply advanced analytical models to identify core issues and uncover potential opportunities for growth, development and enhanced controls. Strategic business partner who provides a balanced approach to achieving operational and organizational objectives.• Converts operational inefficiencies to sustainable processes driven by best practices.• Develops innovative strategies in response to changing business conditions.• Creates a high energy environment that contributes to dynamic enterprise growth.Accomplishments• Directed the finance and accounting leadership teams small (6 or less) and large (Up to 100)• Developed board approved, long-range plans with a three (3) year window. • Negotiated a 30MM dollar revolving credit line that goes through 2017 • Reduced Bad Debt by over 70% over 3 years • Filed amended tax returns for years 2012 and 2013 and received over $3MM dollars in tax credits. • Developed the financial construct for a shared service organization comprised of Accounting, IT and HR. • Provided dashboards and high-level analytics throughout the organization to achieve $6M in inventory savings, which occurred because of the establishment of a Business Intelligence Unit. “What haven’t I asked you that I should have asked you?”Specialties: Hospitality ,Real Estate, Retail, Manufacturing and M&A Finance
Southeastern Economic Development
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Director Of FinanceSoutheastern Economic Development Mar 2024 - Present
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PresidentAdvanced Analytics & Cfo Services Jan 2017 - PresentIndependent CFO services and Financial Consulting in operations and controls. We established a new set of KPI's for A-Wireless Verizon's second largest distributor in the US
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Director Of FinanceTacoma Housing Authority Apr 2022 - Nov 2022Tacoma, Wa, Us -
Chief Financial OfficerWashington State Bar Association Aug 2019 - Mar 2022Seattle, Wa, Us -
PartnerB2Bcfo Feb 2017 - Dec 2017Founded in 1987, B2B CFO® is the largest CFO and Business Transition services company in the nation. The firm provides services to privately held businesses. B2B CFO® is headquartered in Phoenix, Arizona, and has a nationwide presence with more than 225 CFO and Exit Transition Professionals in 46 states across the USA. These Professionals specialize in providing senior level executive services to growing companies who need assistance in finding solutions to their business challenges. The firm’s motto is: First Direction, then Velocity®. Each B2B CFO® Professional is a senior level executive averaging 25-30 years of experience. For more information please visit www.B2BCFO.com and www.B2BExit.com.
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Chief Analytics OfficerProfessional Analytics Services Apr 2016 - Dec 2016As Chief Analytics Officer my core mission is to seek out small developing companies which would benefit from scalable analytics that improve their probabilities of success during the incubation period, and lay the analytical foundation for scalable growth. The Analytical approach will produce company specific dashboards, KPI's and a methodology for improving operational activities as driven by the analytics.
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CfoCar Toys Wireless Advocates Feb 2013 - Apr 2016Seattle, Washington, UsEnterprise CFO in charge if all fiscal and fiduciary matters. Privately owned company with an independent BOD. Prepared all board communications as part of the role. Biggest contribution was establishment of analytical team responsible for solving AR matters of over 13MM -
CfoRural/Metro Corporation Dec 2011 - Dec 2012Scottsdale, Az, Us -
Chief Financial OfficerHoliday Retirement Jan 2010 - Dec 2011Louisville, Ky, Us -
Sr. Vp FinanceMarriott International Sep 2002 - Dec 2009Bethesda, Md, UsOverseeing All Financial and accounting of Full Service Marriott Brand Hotels -
Cfo Healtcare DivisionSchering Plough Corporation Jan 1988 - 2002
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Manager Of Tax And TreasuryHewlett-Packard 1985 - 1987Houston, Texas, Us -
Business AnalystWang Laboratories 1983 - 1986Rotterdam, Zuid-Holland, Nl
Jorge Perez Skills
Jorge Perez Education Details
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University Of Puerto Rico, Río PiedrasEconomics -
InseadInternational Business
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Universidad De Puerto RicoEconomics
Frequently Asked Questions about Jorge Perez
What company does Jorge Perez work for?
Jorge Perez works for Southeastern Economic Development
What is Jorge Perez's role at the current company?
Jorge Perez's current role is Adding Value by Driving Profitability and Results through Analytical Excellence in Finance and Operations.
What is Jorge Perez's email address?
Jorge Perez's email address is jp****@****tes.com
What is Jorge Perez's direct phone number?
Jorge Perez's direct phone number is +140443*****
What schools did Jorge Perez attend?
Jorge Perez attended University Of Puerto Rico, Río Piedras, Insead, Universidad De Puerto Rico.
What are some of Jorge Perez's interests?
Jorge Perez has interest in Personal Interests Include Music, Writing Poetry, Complete And Whole.
What skills is Jorge Perez known for?
Jorge Perez has skills like Leadership, Forecasting, Finance, Budgets, Strategic Planning, Mergers And Acquisitions, Financial Analysis, Financial Reporting, Accounting, Business Planning, Managerial Finance, Hospitality.
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