Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

JD Perez

Controller/ CFO
San Antonio,GA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

31
31
years of professional experience
1
1
Certification

Work History

CFO

Pathology Associates Of San Antonio
01.2004 - Current
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
  • Analyzed operational performance and efficiency to identify and implement cost reduction initiatives and process improvements.s.
  • Oversaw budgets, payroll and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency.

Controller

San Antonio Meat Company
San Antonio, Tx
2000 - 2003
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
  • Maximized year-end tax benefits by efficiently managing cash flows.
  • Prepared balance sheets, cash flow reports and income statements.

Controller

Cordier Estates
Ft Stockton, Texas
09.1990 - 04.1999
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
  • Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
  • Managed [Number] financial statement reviews to coordinate variance reporting.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Accurately projected monthly cash expenditures through efficient budgeting and detailed document reviews.
  • Prepared balance sheets, cash flow reports and income statements.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.

Education

BBA - Accounting

Texas A&M University - Corpus Christi
Corpus Christi, TX
05.1985

Skills

  • Check Disbursement
  • Monthly Close Reporting
  • Intuit QuickBooks
  • Profit and Loss
  • Results Orientation
  • Cash Flow and Reconciliation
  • People and Culture
  • Human Resources Oversight
  • Monthly Reconciliations
  • Monitoring Expenditures
  • Corporate Partnerships

Certification

  • San Antonio Business Journal CFO of the Year, 2012

Timeline

CFO

Pathology Associates Of San Antonio
01.2004 - Current

Controller

San Antonio Meat Company
2000 - 2003

Controller

Cordier Estates
09.1990 - 04.1999

BBA - Accounting

Texas A&M University - Corpus Christi
JD PerezController/ CFO