Jackie Perez

Skilled in financial planning, budgeting, and forecasting, with expertise in managing the development of annual operating budgets and quarterly expense forecasts using Dynamics 365 Business Central. Experienced in supporting senior management teams with analysis and updates to long-range corporate plans. Proficient in preparing financial statements and reviewing SEC/ASX filings (20-F, Appendix 4C). Responsible for creating financial planning reports and analyzing key financial metrics to inform business decisions. Collaborated with operational teams to ensure accurate expense management and timely payments. Successfully led the implementation of new financial systems, including corporate card programs and expense reporting tools like Concur, streamlining processes for improved financial planning. Supported financial planning during company shutdown transition.

Specialized in financial analysis and reporting, with a focus on sales and marketing expenses. Experienced in managing periodic forecasting updates within Hyperion, analyzing gross-to-net deductions, and leading month-end closing processes, including journal entries and reconciliations. Collaborated with corporate accounting to provide financial insights and managed purchase order requisitions through PeopleSoft. Contributed to strategic planning for the Vision Care sector and supported ERP transition projects to SAP, focusing on finance process improvements.

Experienced in general accounting and financial planning, with a promotion from Senior Accountant to Finance Manager, demonstrating strong leadership, technical expertise, and strategic impact. Led budgeting, financial reporting, and forecasting activities, including the preparation of annual operating budgets and monthly P&L summaries for executive leadership. Played a key role in month-end close processes, accruals, reconciliations, and SEC reporting. Managed cross-functional teams across finance, supply chain, and research operations, driving process improvements and ensuring compliance with SOX and audit standards. Oversaw corporate travel and expense programs, implemented procurement card initiatives, and contributed to key diligence efforts during acquisition transitions. Adept in SAP, Concur, APMR, and ERP training, with a proven track record of collaborating with senior leadership to deliver financial insights that support organizational goals. Spearheaded ERP transitions and financial system integrations post-acquisition by Alcon Technologies, including SAP Business ByDesign to Cegrid FCRS and SAP IRIS. Supported the acquisition effort by assisting with the off-boarding of finance processes and aligning financial operations with the new corporate structure.

Experienced in corporate accounting with a focus on month-end close, financial reporting, and planning. Proficient in Oracle and SAP, managing adjusting journal entries, balance sheet reconciliations, and P&L analysis. Contributed to annual business planning, monthly forecast updates, and departmental spend tracking. Partnered with internal audit to enhance reporting procedures and supported various accounting projects and process improvements.

Focused on financial planning and analysis for regional commercial markets, including monthly accruals, KPI analysis, and budget tracking. Proficient in SysPro, Maxim, SAP, and Concur for budgeting, forecasting, accounts payable reconciliation and expense management. Collaborated with global teams to support quarterly revenue forecasting and system implementations.