CFO and Controller Financial Operations Leader

JD Perez

Alamo Heights, Texas ***** 210-***-**** ***********@***.***

Professional Summary

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

Work History

CFO, 01/2004 - Current

Pathology Associates of San Antonio – San Antonio, Texas

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’.

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, 01/2000 - 12/2003

San Antonio Meat Company – San Antonio, TX

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, 09/1990 - 04/1999

Cordier Estates – Ft Stockton, Texas

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, 05/1985

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

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

Certifications

San Antonio Business Journal CFO of the Year, 2012

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