JD Perez
San Antonio,TX
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure CFO position. Ready to help team achieve company goals.
Overview
25
25
years of professional experience
Work History
CFO
Pathology Associates Of SA
01.2004 - Current
- Oversaw budgets, payroll, and accounts payable and receivable.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
- Initiated back-and-forth communication to negotiate and approve contracts and agreements.
- Analyzed inventory strategy, reduced expenses and renegotiated contracts with vendors to increase profit margin.
Controller
Cordier Estates
05.1998 - 04.2003
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Managed payroll data entry and processing for [Number] employees to comply with predetermined company guidelines.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
Education
Bachelor of Science -
Texas A&M University - Corpus Christi
Corpus Christi, TXAssociate of Arts -
Del Mar College
Corpus Christi, TXSkills
- Risk Management
- People and Culture
- Profit and Loss
- Critical Thinking
- Adaptable and Flexible
- Accounting Principles Understanding
- Check Disbursement
- Audit Coordination
- Financial Management
- Cash Flow and Reconciliation
Accomplishments
San Antonio Business Journal - CFO of the Year, 2012
Timeline
CFO
Pathology Associates Of SA
01.2004 - Current
Controller
Cordier Estates
05.1998 - 04.2003
Bachelor of Science -
Texas A&M University - Corpus Christi
Associate of Arts -
Del Mar College