Jairo Perez, Management Consultant in Houston, TX, United States
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Jairo Perez

Verified Expert  in Management Consulting

Bio

Jairo is a financial executive with 30 years of experience. He has managed finance and accounting departments at multinational manufacturing, oilfield services, and communications companies, handling teams of varying sizes. Jairo has worked at companies with revenues ranging from $80 million to $20 billion, most recently acting as CFO at RAE Energy.

Career Highlights

CFO
RAE Energy

Education Highlights

Certification Highlights

Certified Public Accountant (CPA)
Texas State Board of Public Accountancy

Case Studies

Software Expertise

  • Microsoft Excel
  • NetSuite

Other Expertise

  • Accounting
  • Budgeting
  • CFO
  • Finance
  • Financial Forecasting
  • Financial Reporting

Work Experience

CFO

2018 - 2024
RAE Energy
  • Renegotiated a loan agreement and its credit terms, reducing the borrowing rate by 300%.
  • Integrated an acquisition, establishing financial controls and improving processes, which led to a union dues refund of $420,000. Reduced the invoicing cycle from three weeks to one and significantly reduced interest costs.
  • Corrected tax compliance and reporting deficiencies, reducing penalty risks and interest charges.
  • Obtained lines of credit for Canada and UK operations.
  • Managed direct reports in accounting, HR, payroll, and IT. Hired and trained the majority of the current accounting staff from clerk to manager level.
Focus areas: CFO, Accounting, Budgeting, Finance, Financial Forecasting, Financial Reporting, Financial Modeling, NetSuite, Microsoft Excel, Post-merger Integration, Business Taxation

Regional Controller

2014 - 2018
RigNet
  • Implemented Adaptive Insights, a cloud-based budgeting and forecasting tool.
  • Established efficient processes for financial modeling of long-term, multi-site customer bids.
  • Prepared financial analysis reports for two rounds of restructuring.
  • Handled financial analysis for entry into Russia, Angola, and Nigeria.
  • Led an acquisition's financial integration and standardized internal controls.
  • Reduced Europe/Africa region DSO from 68 to 55 days.
  • Integrated the finance team and system for an acquisition in Mexico.
  • Established regional-level results analysis and forecasting processes.
Focus areas: Accounting, Budgeting, Finance, Financial Forecasting, Financial Modeling, Financial Reporting, Microsoft Excel, Adaptive Insights

Finance Leader | Americas

2010 - 2014
Hydratight Corporation
  • Conducted an in-depth balance sheet review throughout the region, correcting historical errors and establishing financial management procedures to ensure similar errors did not re-occur.
  • Participated in an acquisition integration project, establishing corporate financial procedures.
  • Reduced DSO by 30 days to 67 by refocusing efforts on cash collections. Recognized as the most improved working capital percentage in the corporation.
  • Served as executive sponsor for the Oracle ERP rollout in the region, converting from four ERP systems.
  • Established a forecast process using LEAD principles to improve forecast accuracy.
  • Restructured the finance department by consolidating functions, leading to a 7% headcount reduction.
Focus areas: Accounting, Budgeting, Business Taxation, Cash Flow Management, Cost Accounting, Post-merger Integration

Finance Director

2007 - 2009
Emerson
  • Generated savings of US $600,000 in nine months by consolidating and restructuring the purchasing department.
  • Obtained US $382,000 in savings by establishing controls over vehicle and freight expenses.
  • Led a warehouse outsourcing project expected to generate US $150,000 in annual savings.
  • Improved cash flow by US $5 million through receivables, inventory, and payables management.
Focus areas: Accounting, Cost Accounting, Finance, Financial Forecasting, Financial Modeling, Financial Reporting, Microsoft Excel, Oracle ERP

Audit Manager | Latin America

2004 - 2007
Emerson
  • Redesigned the audit program to include country-specific tests (Mexico and Brazil).
  • Participated in the Emerson Leadership Development Program as a result of excellent performance.
  • Developed a regional audit plan, hired staff auditors, and participated in regional audits and reviews.
Focus areas: Auditing

Business Analyst

2002 - 2003
Schlumberger
  • Reduced expenditures by 5% over the original budget, exceeding cost reduction expectations.
  • Directed audits at warehouses in three different countries, which generated an additional $800 million in sales and collected past due receivables of over $1 million.
  • Participated in three business restructurings, leading to staffing changes and reporting structure changes.
Focus areas: Accounting, Budgeting

Internal Auditor

2000 - 2002
Schlumberger
  • Performed internal control reviews for Schlumberger companies in the US, Europe, Latin America, and Africa.
  • Participated in three due diligence studies in the US and Germany.
  • Performed regional balance sheet reviews in Russia and Brazil.
Focus areas: Auditing

Controller

1997 - 2000
Con Pac, Inc.
  • Led the migration of the ERP from a UNIX to a Windows NT platform on time and below budget.
  • Established daily cash investments, which generated additional income.
  • Improved relationships with banks and external auditors, providing accurate and timely information.
Focus areas: Accounting, Budgeting, Cash Flow Management

Accountant

1994 - 1996
Con Pac, Inc.
  • Improved efficiencies by implementing automatic payments and an EDI system to receive customer purchase orders.
  • Led the annual process of setting standard costs for manufacturing.
  • Converted users from dumb terminals to PCs on an upgraded ERP system.
Focus areas: Accounting

Education

1998 - 2000

Master of Business Administration (MBA) in Finance and Management Information Systems

Tulane University - New Orleans, LA, USA

1990 - 1994

Bachelor's Degree in Accounting

Tulane University - New Orleans, LA, USA

Certifications

JANUARY 1996 - PRESENT

Certified Public Accountant (CPA)

Texas State Board of Public Accountancy

Skills

Finance

Accounting, Financial Reporting, Budgeting, Financial Modeling, CFO, Business Taxation, Cash Flow

Output Software

Microsoft Excel

Data & Analysis Software

NetSuite, Oracle ERP, Adaptive Insights

Other

Financial Forecasting, Cost Accounting, Finance, Auditing, SAP, Post-merger Integration, Cash Flow Management, Pricing Models, Management Information Systems (MIS)

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