Jose Perez-Bello

Director of Finance at Arcanum Infrastructure, LLC
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Location
Houston, Texas, United States, US

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Experience

    • United States
    • Chemical Manufacturing
    • 1 - 100 Employee
    • Director of Finance
      • Aug 2023 - Present
    • Real Estate
    • 1 - 100 Employee
    • Financial Management Consultant
      • Jun 2023 - Aug 2023
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Consulting CFO
      • May 2022 - Jun 2023

      vcfo provides an integrated suite of finance, HR and recruiting support, including outsourcing and consulting solutions that improve operational performance and optimize productivity. Founded in 1996, vcfo pioneered the concept of the “Virtual CFO” with its original core offering of fractional or part-time CFO solutions. For 25 years, we have worked with more than 5,000 clients, evolving our service offerings and geographical footprint to meet new industry and market needs—expanding what we… Show more vcfo provides an integrated suite of finance, HR and recruiting support, including outsourcing and consulting solutions that improve operational performance and optimize productivity. Founded in 1996, vcfo pioneered the concept of the “Virtual CFO” with its original core offering of fractional or part-time CFO solutions. For 25 years, we have worked with more than 5,000 clients, evolving our service offerings and geographical footprint to meet new industry and market needs—expanding what we offer, the value we provide and the way we deliver it. At vcfo, our mission is always to make your company stronger. Show less vcfo provides an integrated suite of finance, HR and recruiting support, including outsourcing and consulting solutions that improve operational performance and optimize productivity. Founded in 1996, vcfo pioneered the concept of the “Virtual CFO” with its original core offering of fractional or part-time CFO solutions. For 25 years, we have worked with more than 5,000 clients, evolving our service offerings and geographical footprint to meet new industry and market needs—expanding what we… Show more vcfo provides an integrated suite of finance, HR and recruiting support, including outsourcing and consulting solutions that improve operational performance and optimize productivity. Founded in 1996, vcfo pioneered the concept of the “Virtual CFO” with its original core offering of fractional or part-time CFO solutions. For 25 years, we have worked with more than 5,000 clients, evolving our service offerings and geographical footprint to meet new industry and market needs—expanding what we offer, the value we provide and the way we deliver it. At vcfo, our mission is always to make your company stronger. Show less

    • Director
      • Mar 2020 - May 2022
    • Financial Management Consultant
      • Jan 2020 - Mar 2020
    • United States
    • Oil and Gas
    • Financial Management Consultant
      • Jul 2019 - Mar 2020
    • Executive Director, Chief Financial Officer and Treasurer
      • Jun 2017 - Jun 2019

      Responsible for the development and implementation of the corporation’s financial plans, policies and accounting practices. Coordinate the preparation of quarter and year-end audited financial statements, MD&A and related press releases for audit committee and board review. Ensure ASC/TSXV regulatory filing of financial and oil & gas reserves disclosures. Liaison with external auditors for quarterly reviews and year-end audit for corporate and foreign subsidiaries. Address continuous… Show more Responsible for the development and implementation of the corporation’s financial plans, policies and accounting practices. Coordinate the preparation of quarter and year-end audited financial statements, MD&A and related press releases for audit committee and board review. Ensure ASC/TSXV regulatory filing of financial and oil & gas reserves disclosures. Liaison with external auditors for quarterly reviews and year-end audit for corporate and foreign subsidiaries. Address continuous disclosures inquiries from the ASC. Corporate budgeting & forecasting. Treasury and cash management. Oversee the filing of taxes in US, foreign locations as well as other regulatory reports. Work with CEO and Board on debt/equity funding alternatives for capital projects and working capital.

    • Vice President and Controller
      • Aug 2012 - May 2019

      Responsible for the corporation’s finance, accounting, tax and overall internal and regulatory financial reporting. Coordinate the preparation of quarter and year-end audited financial statements, MD&A and related press releases for audit committee and board review. Liaison with external auditors for quarterly reviews and year-end audit for corporate and foreign subsidiaries. Address continuous disclosures inquiries from the Alberta Securities Commission. Oversee the filing of taxes in US… Show more Responsible for the corporation’s finance, accounting, tax and overall internal and regulatory financial reporting. Coordinate the preparation of quarter and year-end audited financial statements, MD&A and related press releases for audit committee and board review. Liaison with external auditors for quarterly reviews and year-end audit for corporate and foreign subsidiaries. Address continuous disclosures inquiries from the Alberta Securities Commission. Oversee the filing of taxes in US, foreign locations as well as other regulatory reports.

    • Assistant Controller
      • Jan 2011 - Jul 2012

      Responsible for the accounting consolidation of the corporation’s ownership in oil & gas ventures in the US, Indonesia and Azerbaijan. Established accounting policy for the reporting of company’s indirect 33% interest in a production sharing agreement with the national oil & gas company of the Republic of Azerbaijan; convertible debentures, warrants, share options, employees LTIP, retention and appreciation cash bonus programs.

    • Accounting Manager
      • Oct 2008 - Dec 2010

      Responsible for the accounting consolidation of the corporation’s ownership in oil & gas ventures in the US, Indonesia and Azerbaijan. Coordinated JIB activities for oil & gas farm-ins in the US (Kansas), Indonesia and Thailand. Assisted with the implementation of financial reporting practices post IPO.

    • Financial Services Consultant
      • Oct 2002 - Sep 2008

      Professional consulting practice providing financial management expertise on a project basis: - GFI Oil and Gas: Conversion of Canadian GAAP financials to IFRS (M&A Project); Manage JIB for Thailand farm-in; Policies & procedures for implementation of IDEAS (P2 IDEAS) accounts payable. - [24]7 customer Inc: Set up financial management & reporting infrastructure for new Call Center in Guatemala City. - Altech Controls: Sale of manufacturing company main office &… Show more Professional consulting practice providing financial management expertise on a project basis: - GFI Oil and Gas: Conversion of Canadian GAAP financials to IFRS (M&A Project); Manage JIB for Thailand farm-in; Policies & procedures for implementation of IDEAS (P2 IDEAS) accounts payable. - [24]7 customer Inc: Set up financial management & reporting infrastructure for new Call Center in Guatemala City. - Altech Controls: Sale of manufacturing company main office & manufacturing building to settle outstanding loans and relocate operations to new facilities. - Brunel Energy: Audit of contract management practices (staff hiring, time writing, payroll and billing management) for the company’s major service contract. - Enron, Litigation Support: Value assessment of financial transactions for legal cases pursued by the creditors committee. - Enron Wind, Commercial Team: Prepare operating budgets for domestic and international assets and business valuations for divestiture plan; Refinancing/restructuring of outstanding loans for operating projects; Preparation of financial pro forma and assets information memorandums for data rooms. Show less Professional consulting practice providing financial management expertise on a project basis: - GFI Oil and Gas: Conversion of Canadian GAAP financials to IFRS (M&A Project); Manage JIB for Thailand farm-in; Policies & procedures for implementation of IDEAS (P2 IDEAS) accounts payable. - [24]7 customer Inc: Set up financial management & reporting infrastructure for new Call Center in Guatemala City. - Altech Controls: Sale of manufacturing company main office &… Show more Professional consulting practice providing financial management expertise on a project basis: - GFI Oil and Gas: Conversion of Canadian GAAP financials to IFRS (M&A Project); Manage JIB for Thailand farm-in; Policies & procedures for implementation of IDEAS (P2 IDEAS) accounts payable. - [24]7 customer Inc: Set up financial management & reporting infrastructure for new Call Center in Guatemala City. - Altech Controls: Sale of manufacturing company main office & manufacturing building to settle outstanding loans and relocate operations to new facilities. - Brunel Energy: Audit of contract management practices (staff hiring, time writing, payroll and billing management) for the company’s major service contract. - Enron, Litigation Support: Value assessment of financial transactions for legal cases pursued by the creditors committee. - Enron Wind, Commercial Team: Prepare operating budgets for domestic and international assets and business valuations for divestiture plan; Refinancing/restructuring of outstanding loans for operating projects; Preparation of financial pro forma and assets information memorandums for data rooms. Show less

    • Oil and Gas
    • 1 - 100 Employee
    • Director Of Underwriting, Energy Asset Management
      • Mar 2001 - Dec 2001

      Provided deal structuring support for power and gas transactions. Coordinated financial modeling, internal due diligence and transaction approval process. Contributed new economic model and process regulating the pricing of transactions which significantly improved response time to origination teams, accuracy and flexibility for sensitivity analysis. Provided monitoring and training to ensure quality in pricing process. Also, led efforts to further redefine pricing tools for large-scale… Show more Provided deal structuring support for power and gas transactions. Coordinated financial modeling, internal due diligence and transaction approval process. Contributed new economic model and process regulating the pricing of transactions which significantly improved response time to origination teams, accuracy and flexibility for sensitivity analysis. Provided monitoring and training to ensure quality in pricing process. Also, led efforts to further redefine pricing tools for large-scale utilization. Show less Provided deal structuring support for power and gas transactions. Coordinated financial modeling, internal due diligence and transaction approval process. Contributed new economic model and process regulating the pricing of transactions which significantly improved response time to origination teams, accuracy and flexibility for sensitivity analysis. Provided monitoring and training to ensure quality in pricing process. Also, led efforts to further redefine pricing tools for large-scale… Show more Provided deal structuring support for power and gas transactions. Coordinated financial modeling, internal due diligence and transaction approval process. Contributed new economic model and process regulating the pricing of transactions which significantly improved response time to origination teams, accuracy and flexibility for sensitivity analysis. Provided monitoring and training to ensure quality in pricing process. Also, led efforts to further redefine pricing tools for large-scale utilization. Show less

    • General Manager, Central America, Caribbean and Middle East
      • Dec 1999 - Feb 2001

      Provided economic and commercial analytical support for capital investments in Greenfield Projects and M&A. Contributed financial models to assess viability of new projects in the region. Provided transaction structuring support for equity sell down and refinancing of power generation facilities. Worked with business development teams in the formulation of regional strategic plans and coordinated approval process for new projects. Contributed business valuations for existing power generation… Show more Provided economic and commercial analytical support for capital investments in Greenfield Projects and M&A. Contributed financial models to assess viability of new projects in the region. Provided transaction structuring support for equity sell down and refinancing of power generation facilities. Worked with business development teams in the formulation of regional strategic plans and coordinated approval process for new projects. Contributed business valuations for existing power generation facilities and LPG distribution businesses in line with strategy to further monetize international assets.

    • Manager Economic Analysis, Latin America
      • Nov 1997 - Dec 1999

      Provided economic and commercial analytical support for capital investments in Greenfield Projects and existing operations. Contributed financial models for the valuation of existing operations and monitored value fluctuations due to changes in economic conditions, regulations and contracts. Coordinated the review and approval of capital expenditures for existing operations and assisted with the preparation of Rate Case filings for those operations regulated by public service commissions.

    • Senior Financial Analyst
      • Sep 1994 - Oct 1997

      Provided finance and accounting support for subsidiaries and joint ventures operating in Venezuela, Puerto Rico and Jamaica. Coordinated the monthly corporate consolidation of subsidiaries and joint ventures. Prepared monthly finance & operations flash reports as well as actual vs. plan variance analysis. Monitored foreign currency trends and major economic changes to determine FX risk at corporate level. Coordinated the review and approval of capital expenditures submitted by subsidiaries… Show more Provided finance and accounting support for subsidiaries and joint ventures operating in Venezuela, Puerto Rico and Jamaica. Coordinated the monthly corporate consolidation of subsidiaries and joint ventures. Prepared monthly finance & operations flash reports as well as actual vs. plan variance analysis. Monitored foreign currency trends and major economic changes to determine FX risk at corporate level. Coordinated the review and approval of capital expenditures submitted by subsidiaries. Monitored compliance of critical internal audit recommended actions as designated by the Audit Committee.

    • Internal Audit Manager
      • Jan 1985 - May 1994

      Formulated and managed the annual audit plan to review internal controls and transactions in high risk areas like revenue, procurement, manufacturing and financial reporting. Scope involved corporate offices, 3 manufacturing facilities, 4 warehouses and 12 retail stores. Managed staff of 14 auditors. Formulated and managed the annual audit plan to review internal controls and transactions in high risk areas like revenue, procurement, manufacturing and financial reporting. Scope involved corporate offices, 3 manufacturing facilities, 4 warehouses and 12 retail stores. Managed staff of 14 auditors.

Education

  • University of Houston, C.T. Bauer College of Business
    1995 - 1997

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