Jerry Perez- MBA, MSF

About

Senior finance leader and corporate development professional with multi-site FP&A leadership, GAAP-compliant close operations, KPI and performance reporting, and buy-side/sell-side M&A execution. Experience running annual plans, monthly close-to-forecast cadence, quarterly reforecasts, and 3-statement modeling across complex, multi-entity environments, with strong systems expertise (NetSuite, SAP, Oracle, Power BI). Served as the first finance hire for a PE-backed logistics platform, building the finance function from the ground up, and led revenue and EBITDA/cost initiatives including cost takeout, working capital improvements, and close compression across platforms in logistics, events, and healthcare.

Experience

• Principal Advisor · ThomasBennett Capital Operations07-01-2025

  • Advising founder-led and PE-backed businesses on ERP implementation, financial structuring (modeling, cash flow analysis, long term planning), and financial reporting. • Focused on multi-site services, logistics, and field operations companies preparing to scale or exit.

• Vice President Finance · Pro Em National Event Services08-01-2024 – 06-01-2025

  • Owned FP&A for the $325M PE-backed event platform across four sites, partnering with the CFO and Controller to run the annual plan, monthly close cadence, quarterly reforecast, and EBITDA bridge reporting using NetSuite-based actuals and standardized close packages. • Managed a 4-person AR/AP team, overseeing GAAP-compliant billing, collections, vendor payment workflows, and month-end close processes; implemented standardized checklists, procedural controls, and documentation standards that reduced close risk and strengthened audit readiness across the platform. • Built ROI and capital deployment models to evaluate growth initiatives, optimize resource allocation, and support executive decisions on capital efficiency and profitability. • Enhanced KPI scorecards and variance review processes feeding the monthly executive cadence, strengthening NetSuite reporting discipline (site-level packs, spend visibility, documentation), and supporting audit readiness while driving $1M annual run-rate cost takeout through vendor rationalization (40+ to 22) and tighter opex/capex governance.

• Head of Finance · JLE Logistics Services05-01-2022 – 07-01-2024

  • First finance hire at a PE-backed, multi-location enterprise services platform with 20 operating sites; built the full finance and accounting function from the ground up, including FP&A, budgeting, reporting infrastructure, GAAP close processes, and AR/AP oversight. • Led a 5-person finance and accounting team, owning annual plan, monthly close-to-forecast cadence, quarterly reforecast, and 3-statement modeling; managed AR/AP operations, oversaw GAAP-compliant close processes, and partnered with the Controller to tighten NetSuite workflows, reporting standardization, and account review routines that compressed close from 21 to 11 days. • Drove 12% EBITDA growth and $2M annual cost takeout in year one by rebuilding KPI reporting and variance-to-action cadence, using NetSuite-based site reporting and spend visibility to align Ops, Sales, and Finance to a single scorecard. • Built Power BI dashboards and financial performance reporting to track job-level margin, labor absorption, equipment utilization, invoice cycle time, and DSO, giving leadership clearer visibility into profitability drivers and working capital performance; leveraged NetSuite data and weekly operating rhythms to reduce invoice cycle time from 5 days to 1 day and improve DSO from 60+ to 40 days.

• Sr. Director Finance & Corporate Development · Terminix International11-01-2020 – 05-01-2022

  • Led the finance function for a $580M enterprise platform across Western US, Mexico, and Canada, with 30 employees reporting to me. Owned budget, monthly close-to-forecast cadence, quarterly reforecast, pricing and ROI analysis, capacity modeling, and EBITDA forecasting; collaborated closely with accounting leadership on GAAP close compliance, close package standardization, and internal controls, compressing close from 15 to 8 days. • Ran buy-side M&A for the West Division, managing up to 15 active acquisition targets through research, financial diligence, valuation, and deal structuring, supported by audit-ready data requests, tie-outs, and documentation discipline for diligence. • Led sell-side financial prep and integration workstreams for the Rentokil/Terminix combination, including EBITDA normalization, cost structure analysis, service line profitability, and reporting alignment, ensuring clean documentation and reconciliation for audit and integration requirements. • Built valuation and synergy models supporting investment committee approvals and post-close benchmarks, tying initiatives to branch-level reporting, KPI definitions, and close controls to reinforce accountability and reduce variance noise.

• Director Finance · Terminix International06-01-2017 – 11-01-2020

  • Built the branch finance function from scratch, establishing monthly close rhythm, reporting infrastructure, cost accounting models, labor productivity tracking, and weekly performance reporting with stronger documentation and control discipline. • Conducted buy-side acquisition research and financial screening for regional targets, building preliminary valuation models, comps, and deal summaries, supported by structured data requests and audit-ready analysis packages. • Supported due diligence across multiple concurrent deals focused on financial statement analysis, EBITDA normalization, and integration risk, strengthening reconciliation practices and documentation standards used in diligence and audit support. • Ran ROI analysis on capital investments and built procurement spend controls, including approval thresholds, vendor governance, and recurring variance reviews to reduce leakage and improve compliance readiness.

• Director Finance · LA Center for ENT and Plastic Surgery03-01-2016 – 06-01-2017

  • Built financial infrastructure from the ground up across multiple clinic launches: P&L reporting, monthly close, cost tracking, budgeting, and vendor contracts; managed outside accounting vendors overseeing AR/AP processes, bookkeeping, and GAAP-compliant financial reporting. • Managed finance staff and implemented spend controls that reduced margin leakage and improved cash flow predictability. • Built location-level metrics and weekly reporting that gave clinic managers the financial visibility to run their P&Ls.

• Senior Manager Finance · Altamed Health Plan11-01-2013 – 03-01-2016

  • Led the multi-site finance function across the LA region: budgeting, forecasting, monthly close support, cost control, and revenue cycle work. • Led the financial integration during the Dignity Health acquisition and Concentra rebrand. Stabilized cost reporting, controls, and performance tracking through the ownership transition. • Built regional financial reporting infrastructure and cost controls that gave leadership timely margin visibility.

Education

• Johns Hopkins UniversityM.S., Finance
• Portland State UniversityM.B.A.
• Vanguard University of Southern CaliforniaB.A., Business Management

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