Kimberly Perez

Kimberly Perez Email and Phone Number

Chief Financial Officer @ American Financial Resources
Tampa, FL, US
Kimberly Perez's Location
Tampa, Florida, United States, United States
About Kimberly Perez

As a transformational Finance Executive with extensive domestic and international experience, I specialize in steering companies through complex financial landscapes, driving operational excellence, and delivering strategic financial leadership. My career spans leadership roles in rapidly changing environments where I've led mergers and acquisitions, integrations, process improvements, strategic planning and overall finance function across diverse industries.In my most recent role as Chief Financial Officer, I led the successful integration post-merger of a large global manufacturer, aligning financial reporting with IFRS and new management structures, re-designing processes to align with new business model and provided oversight on numerous system initiatives. Previously, as Chief Accounting Officer, I managed the global accounting function, led the transition to a new audit firm, and oversaw the finance transformation project, which centralized and streamlined operations, resulting in cost savings and enhanced efficiencies. My role in high-stakes M&A transactions, including a $1.6B sale, highlights my expertise in navigating complex financial environments and ensuring compliance with regulatory requirements.My experience in leading large teams, fostering strong stakeholder relationships, and enhancing financial performance has made me a trusted advisor in both public and private sectors.My leadership, analytical, and communication skills allow me to create strategic alliances with my peers to continue driving success in challenging business environments. This is what makes me a great leader and I am looking forward to new opportunities where I can continue to provide insight to drive business performance. Let's connect if you're looking for a finance leader who can deliver transformational results and strategic insight.

Kimberly Perez's Current Company Details
American Financial Resources

American Financial Resources

View
Chief Financial Officer
Tampa, FL, US
Website:
afrwholesale.com
Employees:
216
Kimberly Perez Work Experience Details
  • American Financial Resources
    Chief Financial Officer
    American Financial Resources
    Tampa, Fl, Us
  • Welbilt Inc.
    Chief Financial Officer
    Welbilt Inc. 2022 - 2024
    New Port Richey , Fl, Us
    Oversaw the global finance function including all strategic planning and analysis, operational accounting, financial reporting, external audit, tax coordination and compliance, and overall cash management/treasury. Directly accountable for transition to new owner’s business model including numerous integration initiatives; examples include adoption of new policies in areas such as inventory costing, designed new transfer pricing policy to better align with new management philosophy and revised financial reporting to comply with both IFRS and new management reporting structure. Re-designed bonus programs to shift incentives from public company focus to privately held entity with focus on specific accountability of business unit leaders to drive to desired results.• Supported and led various key initiatives, such as directing product line and customer profitability analysis in order to identify opportunities to execute price increases resulting in revenue growth of 26% in two-year period with over 50% improvement in operating margin.• Led initial restructuring initiatives after merger with largest competitor resulting in the elimination and reduction of corporate overhead by over 50% with continued focus on identifying additional areas of opportunity to rationalize cost of global operations which included relocation and restructuring of a number of operating units.• Instituted renewed focus on working capital management throughout organization, resulting in significant working capital improvements including inventory reduction and focus on customer credit quality and collections.• Assisted technology leader in establishing start-up business unit which provides digital solution for new generation of connected kitchens offering solutions in cloud-based digital platform.• Sponsored various system initiatives including new consolidation system implementation, ERP upgrades and implementations, and installation of new HRIS system.
  • Welbilt Inc.
    Chief Accounting Officer (Cao)
    Welbilt Inc. 2020 - 2022
    New Port Richey , Fl, Us
    Led and oversaw the worldwide accounting team, including all financial reporting, technical accounting, corporate planning and analysis, audit coordination, shared service functions, internal audit and SOX compliance.• Assisted in due diligence and sale efforts for merger with largest competitor including leading reverse due diligence efforts as requested by Board of Directors; provided finance oversight on closing requirements, including divestiture of one brand.• Provided finance leadership for divestiture of one brand required by anti-trust regulations, resulting in $1.6B selling price which included requirement for carveout audit of global business line sold, closing activities including negotiation of working capital adjustment settlement, transition planning, and initial integration activities for both transactions.• Oversaw and managed finance transformation project to centralize and streamline back-office finance and accounting functions, resulting in cost savings and efficiency gains including automation and system enhancements.• Responsible for selection of new audit firm, including working with Audit Committee on recommendation and overall selection process. Provided oversight for transition of audit from prior auditor to newly-engaged audit firm during 2021.
  • Ditech Holding Corporation
    Senior Vice President, Chief Accounting Officer
    Ditech Holding Corporation 2011 - 2020
    Fort Washington, Pennsylvania, Us
    Managed and led team of 100-150 professionals with 5-7 direct reports in multi-site structure. Responsible for direct oversight of all financial reporting, accounting policy, operational accounting, tax, internal audit and financial controls personnel; also participated in oversight of financial planning and analysis, investor relations and treasury operations. Served as a member of the Asset Liability Committee, Disclosure Committee, Operating Committee, and 401K/Benefits Committee. • Participated in full corporate governance including preparation of materials for and participation in board meetings. Managed and led Audit Committee relationship including working with Audit Committee Chair on all matters requiring Audit Committee involvement.• Developed high performance team to drive disciplined close process, strengthen controls and provide reliable information to management during growth years coupled with automation efforts to drive efficiencies and reduce cost of accounting function by 50%.• Directed accounting operations to support streamlining and automation of key processes driving operational improvements throughout organization. Through direct involvement of accounting, operations team was able to improve processes surrounding “servicing advances”, resulting in improved collections and reductions in aged items.• Provided leadership to ensure retention of key employees during period of financial distress and uncertainty, resulting in stability necessary to complete cost reduction and integration objectives as well as ongoing corporate restructuring initiative.• Responsible for adoption of accounting policies and oversight of all technical accounting conclusions dealing with numerous complex issues involving interaction with National Office experts at external audit firm, as well as outreach with SEC. • Provided oversight of tax function which included involvement with complex tax matters involving legal counsel and other tax advisors
  • Walter Investment Management Corp.
    Vp, Cfo
    Walter Investment Management Corp. 2009 - 2011
    Responsible for financial reporting, accounting policy, operational accounting, financial planning and analysis, investor relations, treasury, tax, internal audit and financial controls personnel. Served as a member of the Asset Liability Committee, Disclosure Committee, Operating Committee, and 401K/Benefits Committee.• Participated in management of investor relations function, which included frequent interaction with investors and analysts, attendance at investor conferences, as well as preparation of materials for and participation in quarterly earnings call.• Implemented management reporting focused on investment returns, profitability and key performance indicators; also designed transparent financial analysis and presentations for diverse group of equity investors enabling clear understanding of financial results for investment community.• Served as a member of the executive team leading numerous capital raises – issuance of $290M in convertible debt, $575M of senior unsecured debt, refinancing and upsizing of term loan as well as various equity raises; participated in related roadshows, interaction with rating agencies, and preparation of financial information to support each initiative.• Led efforts for asset-backed debt offerings including securitizations and other financing structures for “servicing advances” and “residential loan” warehouse facilities.• Served as financial leader driving $1B acquisition overseeing due diligence efforts, negotiating transaction and working with bankers on over $800M in financing, as well as post-acquisition integration of operations.• Spearheaded spin-off efforts from Walter Energy, including responsibility for all initial public filings and roadshow to convert investor base.• Developed planning and analysis function after spin-off from Walter Energy supporting business decisions and strategy. • Oversaw treasury, cash management, and monthly remittance reporting after spin-off from Walter Energy.
  • Walter Energy
    Vp, Cfo - Financial Services Division
    Walter Energy 2002 - 2009
  • Walter Industries
    Vp, Corporate Accounting
    Walter Industries 1997 - 2002
  • Price Waterhouse Coopers
    Audit Manager
    Price Waterhouse Coopers 1989 - 1997

Kimberly Perez Education Details

  • Florida State University - College Of Business
    Florida State University - College Of Business
    Accounting And Finance

Frequently Asked Questions about Kimberly Perez

What company does Kimberly Perez work for?

Kimberly Perez works for American Financial Resources

What is Kimberly Perez's role at the current company?

Kimberly Perez's current role is Chief Financial Officer.

What schools did Kimberly Perez attend?

Kimberly Perez attended Florida State University - College Of Business.

Who are Kimberly Perez's colleagues?

Kimberly Perez's colleagues are Michael Gerety, Richard Wright, Michele Danchak, Rigoberto Nieves, Julie Willis, Jason Horafus, Anthony Afr.

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