Joseph Perez

Chief Operational Officer at Goodself
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Contact Information
us****@****om
(386) 825-5501
Location
West Palm Beach, Florida, United States, US
Languages
  • Spanish -

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Bio

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Experience

    • Canada
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Chief Operational Officer
      • Jan 2023 - Present

    • Founder
      • 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

    • United States
    • Armed Forces
    • 700 & Above Employee
    • Financial Management Project Analyst
      • 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.

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Director of Digital Marketing Sales and Business Development
      • 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

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Analyst, Lead Business Banker
      • 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.

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Real Estate Acquisitions Project Coordinator
      • 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

Education

  • Salem State University
    Bachelor of Applied Science (B.A.Sc.), Sport Management/Business
    2009 - 2014

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