Jorge Perez
Seattle,WA
Summary
Experienced and results-driven CFO with a strong focus on developing effective strategies and implementing streamlined processes to drive desired outcomes. Skilled in analyzing financial data, identifying areas for improvement, and providing strategic recommendations to optimize business performance. Demonstrated success in leading cross-functional teams, fostering collaboration, and delivering sustainable financial growth. Committed to driving operational excellence and maximizing profitability through innovative solutions and proactive decision-making.
Overview
34
34
years of professional experience
Work History
Director of Finance
Southeastern Economic Development
03.2024 - Current
Director of Finance (Contract Employee)
Tacoma Housing Authority
04.2022 - 11.2022
- Tacoma Housing Authority hired me to set a standard of performance in several areas including Asset Management Contract compliance and Financial Performance
- My first 60 days were dedicated to helping the authority pay their bills
- A combination of employee turnover, lack of direction and teamwork led to the situation
- During that time, I was able to collaborate with the team to tighten up processes and establish an A/P rhythm that would allow timely payments
- The remainder of my time I dedicated to establishing a centralized process for contract management and compliance
- In addition, I established financial processes for evaluating proformas for asset development
Chief Financial Officer
Washington State Bar Association
08.2019 - 02.2022
- Company Overview: The Washington State Bar Association (WSBA) regulates the practice of Law in the State of Washington
- Chief Financial Officer for a 30MM non-profit
- Responsibilities include all Finance and Accounting functions including strategic planning and Information Technology
- Responsibilities include management of all Budget and Audit committee activities including preparation of presentation materials and ensuring accuracy of all matters presented
- Currently establishing a forecast process and automated budget system
- Also responsible for providing all analytics for the Bar
- The Washington State Bar Association (WSBA) regulates the practice of Law in the State of Washington
Independent CFO Consultant
INDEPENDENT CONSULTING
04.2016 - 09.2019
- Deliver CFO consulting services as interim CFO for A- Wireless, Washington Hand Therapy, and strategic direction to SOG Knives
- Serve as the interim CFO in the areas of retail, health services, and manufacturing; addressed numerous specialties including FP&A, accounts receivable, revenue recognition, cost management, organizational design, and predictive analytics
CFO
WIRELESS ADVOCATES-CAR-TOYS
01.2012 - 01.2016
- Successfully streamlined and directed all accounting and finance responsibilities for the privately held enterprise comprised of two (2) companies, Car Toys and Wireless Advocates, with a combined revenue stream exceeding $1.5B, $40M EBITDA and locations and channel partners in 500+ stores across the US in and US Military installations
- Directed the finance and accounting leadership team comprised of five (5) directors including FP&A, Controller, Director of Revenue, Director of Risk, and Director of Internal Audit
- Developed a board approved, long-range plan 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 Finance, 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
CFO
RURAL METRO CORPORATION
12.2011 - 11.2012
- Company Overview: Rural/Metro is the second largest National provider of private ambulance and fire protection services in twenty-one states and nearly 700 ambulances and 50 stations from coast to coast
- Spearheaded an executive team consisting of Controllership, FP&A, Taxes, Risk Management, Operations Finance, and Billing in a highly regulated environment with stringent process flows required to ensure collectability of funds
- Championed the development of a new predictive model methodology for testing cash collections accuracy and revenue recognition as well as a new ground up build budget method and delivered a revised comprehensive budget to the board in 5 months
- Revealed a very high-level reserve exposure and corrected the balance sheet accordingly and developed analytical tools around cash collections through the creation of a balance sheet analytical tools
- Established Market Finance Regional teams, placed zone finance managers in each of the four (4) zones, and developed the role of VP of Operations Finance
- Closed on a $50M acquisition, PMT Ambulance service in Arizona; issued $100M of Senior Secured Notes to close on the AMT acquisition and put down an interim loan for a previous acquisition
- Rural/Metro is the second largest National provider of private ambulance and fire protection services in twenty-one states and nearly 700 ambulances and 50 stations from coast to coast
CFO
HOLIDAY RETIREMENT
01.2010 - 07.2011
- Company Overview: Holiday was the nation's largest owner of independent senior living facilities with 313 communities across the United States and Canada
- Oversaw $6 billion in assets, $1 billion in revenue, and $250 million in NOI generated across the United States and Canada while simultaneously directing the daily functions for a 50-member team across all Accounting and Finance departments
- Revamped operating, sales force, and finance teams, increasing level of talent throughout the organization
- Created an actively competitive environment that rewarded excellence in KPI's through a leader board system
- Conducted a successful 5-year extension on a $2 billion loan with FNMA; restructured the DSCR covenants by offering FNMA improved rate terms also renegotiated a $625 million of new financing for Canadian assets
- Holiday was the nation's largest owner of independent senior living facilities with 313 communities across the United States and Canada
Senior VP of Finance North American Lodging
MARRIOTT INTERNATIONAL, INC
01.2007 - 01.2009
- Led team of 16 people at corporate and four regional CFOs in the field to provide financial support to the President of North American Lodging and four Regional EVP’s: matrix reporting relationship to the Executive VP of Global Finance and Accounting
- Key focus was on delivering financial results and development of financial business strategies to maximize profitability and growth for over eight hundred managed hotels in North America and Canada
- Developed a new consensus forecasting process, which was comprised of detailed analysis and comparisons between macro level of revenue management algorithms and micro level property level forecasting, this was a key tool used for quarterly Wall Street analyst's calls
- Managed and developed 250+ Directors of Finance and 500 Assistant Controllers located in full-service hotels
- Spearheaded the design of a new organizational model for financial leadership in the market with identified savings of $2M dollars coupled with more current model for professional growth of key financial leaders
- Achieved savings of $105 million dollars in 2008 and budgeted savings of another $87 million in 2009 through benchmarking exercises where all properties were measured, categorized, and held accountable for best-in-class performance for their hotel type
- Established the Finance Institute of Training (FIT), which was an in-house training academy for the top 25 Directors of Finance and top 25 Assistant Controllers focused on emerging developments and processes within the hospitality industry
VP of Finance for the Central Region
MARRIOTT INTERNATIONAL, INC
01.2002 - 01.2007
- Held this position during the most difficult industry downturn on record
- Major responsibilities surrounded managing costs, evaluating all recommendations on enhancing revenue opportunities and ensuring profit margins and cash flows were maximized for ownership
- Identified and mitigated risk and liaised with legal and other corporate functions such as feasibility and development in the opening of new, and takeover of established hotels being converted to the Marriott brand
- Evaluated and approved all project related proformas
- Responsibilities included budgeting and forecasting for the region, and the purchase and conversion of new hotels
- Managed a team of two Directors and one analyst at the regional level
CFO Worldwide Health Care Division
Schering - Plough Corporation
01.2001 - 01.2002
- Company Overview: This division was the retail or OTC division of then Schering Plough (currently Merck)
- In this role (in the accounting function) I was responsible for ensuring all accounting and financial matters complied with corporate methods related to consolidations including accuracy and consistent application of GAAP
- The operations part of the role was mostly the development and implementation of financial models related to the obtention and use of manufacturers marketing funds, evaluation of strategic growth opportunities (purchasing Ace Bandages) and ensuring costs and expenses were appropriately managed
- I represented the Division in all corporate Exec meetings, capital committee and strategic growth committee
- This division was the retail or OTC division of then Schering Plough (currently Merck)
Corporate Controller/CFO
Schering - Plough KK
01.1997 - 01.2001
- Managed the largest International Subsidiary for Schering - Plough with a staff of forty-five locals I was the sole expat
- Managed all financial aspects of the subsidiary, both Manufacturing and Sales sides
- Managed all international Taxation and compliance matters including FCPA (Foreign Corrupt Practices Act)
- Acquired 2 Animal Health Pharmaceutical Companies, Takeda and Fujisawa Animal Health
Pharmaceutical Plant Controller
Schering - Plough Corporation
01.1994 - 01.1997
Finance Tax and Treasury Manager
Schering - Plough Corporation
01.1991 - 01.1994
Education
Leadership and International Finance -
INSEAD
Fontainebleau, FRMaster of Arts - Economics
University of Puerto Rico
Rio Piedras, PRBachelor of Arts - Economics
University of Puerto Rico
Rio Piedras, PRSkills
- Financial Budgeting
- Accounting
- Financial Reporting
- Cash Management
- Payroll
- ADP
- Financial Analysis
- QuickBooks
- Word
- Microsoft Office
- Management
- Financial Modeling
- Finance
- GAAP
- Strategic Planning
- Forecasting
- Internal Audits
- Predictive Analytics
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Languages
Spanish
English
Native or Bilingual
Timeline
Director of Finance
Southeastern Economic Development
03.2024 - Current
Director of Finance (Contract Employee)
Tacoma Housing Authority
04.2022 - 11.2022
Chief Financial Officer
Washington State Bar Association
08.2019 - 02.2022
Independent CFO Consultant
INDEPENDENT CONSULTING
04.2016 - 09.2019
CFO
WIRELESS ADVOCATES-CAR-TOYS
01.2012 - 01.2016
CFO
RURAL METRO CORPORATION
12.2011 - 11.2012
CFO
HOLIDAY RETIREMENT
01.2010 - 07.2011
Senior VP of Finance North American Lodging
MARRIOTT INTERNATIONAL, INC
01.2007 - 01.2009
VP of Finance for the Central Region
MARRIOTT INTERNATIONAL, INC
01.2002 - 01.2007
CFO Worldwide Health Care Division
Schering - Plough Corporation
01.2001 - 01.2002
Corporate Controller/CFO
Schering - Plough KK
01.1997 - 01.2001
Pharmaceutical Plant Controller
Schering - Plough Corporation
01.1994 - 01.1997
Finance Tax and Treasury Manager
Schering - Plough Corporation
01.1991 - 01.1994
Master of Arts - Economics
University of Puerto Rico
Bachelor of Arts - Economics
University of Puerto Rico
Leadership and International Finance -
INSEAD
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