Joseph Perez
Chief Operational Officer at Goodself- Claim this Profile
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Topline Score
Bio
Experience
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Goodself
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Canada
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Wellness and Fitness Services
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1 - 100 Employee
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Chief Operational Officer
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Jan 2023 - Present
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Founder
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Jan 2019 - Jan 2023
*Prepare and submit accurate reports on all major issues and monitor client comments for all financial projects.*Supervise project budget and all financial issues, maintain cash flow for projects and offer efficient training to staff.*Plan and Develop the Project Idea. Every project starts as an idea. ...•Create and Lead Dream Teams•Monitor Project Progress and Set Deadlines•Solve Issues That Arise•Manage Money & Budgets•Ensure Stakeholder Satisfaction•Evaluate Project Performance
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US Army
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United States
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Armed Forces
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700 & Above Employee
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Financial Management Project Analyst
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May 2020 - Present
*Design and monitor work of project team, organize team meetings and perform various team building activities.*Evaluate all contracts to identify important financial terms and prepare report for management and manage accounts receivables.*Assist various departments to develop regular project status reportsOverall main duties also include:Performing and supervising duties specific to financial management processes such as-budgeting -disbursing-accounting of government funds -payment for travel and commercial vendor services-pay support of Soldiers and foreign national employees-protecting funds from fraud waste and abuse-conduct manpower assessments***analyze CDRs tasks and priorities to ensure proper financial resources are available to accomplish the mission and internal control OPS.
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YuzzBuzz
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United States
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Advertising Services
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1 - 100 Employee
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Director of Digital Marketing Sales and Business Development
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Apr 2019 - Mar 2020
*Developed and maintained strong working relationships with external vendors.*Managed and supervised marketing projects from beginning to end with marketing managers*Worked with clients to define their needs and goals in order to create effective solutions to meet their requirements*Developed proposals that detailed products or services that met client needs, outlined pricing information and terms of sale *Developed and maintained strong working relationships with external vendors.*Managed and supervised marketing projects from beginning to end with marketing managers*Worked with clients to define their needs and goals in order to create effective solutions to meet their requirements*Developed proposals that detailed products or services that met client needs, outlined pricing information and terms of sale
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Financial Analyst, Lead Business Banker
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Mar 2017 - Apr 2019
*Met with corporate clients, listened to their needs and goals and proposed recommendations on how they can meet these goals.*Assisted clients with services and products such as loans, cash management, bank accounts, interest rate swaps, letters of credit, foreign exchange, insurance and others.*Assisted with other functions of the bank such as supporting senior bankers in their duties or performing additional customer service roles.*Monitored clients’ finances regularly and maintain updated paperwork or account records.
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Blue Star Realty Pros Inc
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United States
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Real Estate
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1 - 100 Employee
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Real Estate Acquisitions Project Coordinator
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Sep 2016 - Mar 2017
*Responded to all leads in a timely manner to drive business forward*Built rapport with prospects and clients to overcome objections and get the deal signed*Managed leads and follow up through daily CRM use to update and stay on task until deals are closed*Assessed comparables, property value, and condition through research, outreach, data, site walks, and market trends*Prepared letters of intent, real estate market research reports, partnership models, contracts, due diligence documents, and other business administration paperwork in advance of real estate transactions*Acted as an intermediary between sellers and buyers to ensure a smooth close
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Education
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Salem State University
Bachelor of Applied Science (B.A.Sc.), Sport Management/Business