“Proactive and strategic financial management for optimal resource utilization”

Financial Modeling

View where your business has been, where it can go, and how to get there

Strategic Partnering

Allocation of resources to initiatives that grow the business

Financial Reporting

Track performance, identify trends and take action

Ad-hoc/Projects

Explore new areas of opportunities not previously considered

Team Development

Improve capacity for decision-making and problem-solving

Accounting

Keep accurate and timely

records of your organization's financial information

About Me

As an accomplished MBA and Certified Financial Planning and Analysis (FPAC) professional with over 25 years of experience, I bring expert financial leadership to the table. I have experience in high growth, late-stage start-ups, all the way up to billion-dollar corporations. I've successfully navigated diverse industries, including software subscription services (SaaS), communication equipment, media/TV production, marketing services, and management consulting. My track record includes steering organizations through periods of rapid growth and providing strategic financial insights.

If you're ready to discuss your financial goals, click below to start a conversation.

-Frank J. Perez, MBA FPAC

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