Robert Perez, MBA
Director of Finance at Karman Space & Defense- Claim this Profile
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Bio
Experience
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Karman Space & Defense
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United States
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Defense and Space Manufacturing
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100 - 200 Employee
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Director of Finance
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Apr 2023 - Present
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Applied Composites
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United States
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Aviation and Aerospace Component Manufacturing
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200 - 300 Employee
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Regional Controller - Applied Composites Los Alamitos & San Diego
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Sep 2022 - Apr 2023
•Lead direct reports and financial operations for Applied Composites Los Alamitos and San Diego sites •Collaborate with functional leaders and provide support to CFO and site General Managers •Implement process improvements and coordinate Finance best practices across sites •Create and coordinate submittal of Annual budgets, quarterly forecasts, department budgets, and capital expenditure requirements •Lead and coordinate annual financial audits, tax audits, rate audits, property… Show more •Lead direct reports and financial operations for Applied Composites Los Alamitos and San Diego sites •Collaborate with functional leaders and provide support to CFO and site General Managers •Implement process improvements and coordinate Finance best practices across sites •Create and coordinate submittal of Annual budgets, quarterly forecasts, department budgets, and capital expenditure requirements •Lead and coordinate annual financial audits, tax audits, rate audits, property tax filings, and census responses •Report monthly financial results, variances, and trends to senior leadership •Manage cash flow including forecasting, coordination of invoicing, receivables, and payables •Provide guidance and training to program managers to ensure accuracy of program EACs and revenue recognition •Ensure on-time and accurate monthly close
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Controller - Applied Composites Los Alamitos
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Mar 2021 - Sep 2022
•Lead direct reports and financial operations for Applied Composites Los Alamitos site •Collaborated with site functional leaders and provided support to CFO and Corporate Controller •Created and coordinated submittal of Annual budget, quarterly forecasts, department budgets, and capital expenditure requirements •Lead and coordinated annual financial audit, tax audit, property tax filings, and census responses •Reported monthly financial results and variances to senior… Show more •Lead direct reports and financial operations for Applied Composites Los Alamitos site •Collaborated with site functional leaders and provided support to CFO and Corporate Controller •Created and coordinated submittal of Annual budget, quarterly forecasts, department budgets, and capital expenditure requirements •Lead and coordinated annual financial audit, tax audit, property tax filings, and census responses •Reported monthly financial results and variances to senior leadership •Managed site cash flow including forecasting, coordination of invoicing, receivables, and payables •Partnered with program managers to ensure accuracy of program EACs and revenue recognition •Ensured on-time and accurate monthly close
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Alliance Spacesystems (dba Applied Composites)
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United States
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Aviation & Aerospace
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1 - 100 Employee
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Sr. Manager, Finance - Alliance Spacesystems, LLC
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Nov 2018 - Mar 2021
•Lead financial operations for Alliance Spacesystems LLC in Los Alamitos, CA •Supported Quality of Earnings audit and due diligence process as part of company acquisition, including working capital analysis and forecast •Lead financial integration efforts upon completion of sale process •Collaborated regularly with various functional leaders and provided support to CFO and VP of Finance •Created and coordinated submittal of Annual Operating Plan (AOP) and 3-Year Plan •Partnered… Show more •Lead financial operations for Alliance Spacesystems LLC in Los Alamitos, CA •Supported Quality of Earnings audit and due diligence process as part of company acquisition, including working capital analysis and forecast •Lead financial integration efforts upon completion of sale process •Collaborated regularly with various functional leaders and provided support to CFO and VP of Finance •Created and coordinated submittal of Annual Operating Plan (AOP) and 3-Year Plan •Partnered with finance team to successfully complete annual financial audits •Reported monthly financial results and variances to leadership •Partnered with program managers and various functions to forecast cash, receivables, and program EACs •Ensured monthly close and revenue recognition accuracy Show less •Lead financial operations for Alliance Spacesystems LLC in Los Alamitos, CA •Supported Quality of Earnings audit and due diligence process as part of company acquisition, including working capital analysis and forecast •Lead financial integration efforts upon completion of sale process •Collaborated regularly with various functional leaders and provided support to CFO and VP of Finance •Created and coordinated submittal of Annual Operating Plan (AOP) and 3-Year Plan •Partnered… Show more •Lead financial operations for Alliance Spacesystems LLC in Los Alamitos, CA •Supported Quality of Earnings audit and due diligence process as part of company acquisition, including working capital analysis and forecast •Lead financial integration efforts upon completion of sale process •Collaborated regularly with various functional leaders and provided support to CFO and VP of Finance •Created and coordinated submittal of Annual Operating Plan (AOP) and 3-Year Plan •Partnered with finance team to successfully complete annual financial audits •Reported monthly financial results and variances to leadership •Partnered with program managers and various functions to forecast cash, receivables, and program EACs •Ensured monthly close and revenue recognition accuracy Show less
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Raytheon
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United States
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Defense and Space Manufacturing
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700 & Above Employee
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Principal Financial Analyst - Growth Programs
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Apr 2017 - Nov 2018
•Led financial analysis and budget planning efforts for $90M research and development program •Presented to Finance leadership on program performance, issues, corrective actions, and funding status •Employed metrics and financial ratios to perform monthly variance analysis, process budget changes, advise program leadership, and ensure program was executed on schedule and on budget •Modeled and developed business cases for strategic company initiatives •Partnered with financial… Show more •Led financial analysis and budget planning efforts for $90M research and development program •Presented to Finance leadership on program performance, issues, corrective actions, and funding status •Employed metrics and financial ratios to perform monthly variance analysis, process budget changes, advise program leadership, and ensure program was executed on schedule and on budget •Modeled and developed business cases for strategic company initiatives •Partnered with financial analysts to share best practices and better support connected programs
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Sr. Financial Analyst - F-15 Software Development
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Sep 2014 - Apr 2017
•Led and coordinated financial planning and analysis responsibilities for multiple software development programs of varying contract types, the largest of which being $110M in Contract Value with critical Government reporting requirements •Partnered with program leadership to develop Quarterly forecasts, Annual Operating Plan, and Five Year Plan •Led financial reporting efforts of contracts to external and internal customers in timely and precise manner •Led annual PWC program audit… Show more •Led and coordinated financial planning and analysis responsibilities for multiple software development programs of varying contract types, the largest of which being $110M in Contract Value with critical Government reporting requirements •Partnered with program leadership to develop Quarterly forecasts, Annual Operating Plan, and Five Year Plan •Led financial reporting efforts of contracts to external and internal customers in timely and precise manner •Led annual PWC program audit efforts which helped to ensure business compliance and integrity •Coordinated $40M budget planning efforts in shortened schedule to meet customer requirements •Enriched nationwide Finance community by developing, sharing, and distributing multiple tools, models, and best practices
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Boeing
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United States
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Aviation & Aerospace
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700 & Above Employee
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Business and Planning Analyst - C-17 Sustainment International Financial Operations
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Feb 2012 - Sep 2014
•Partnered with engineering centers to plan and maintain integrity of $235M program budget •Forecasted and analyzed company funds in order to allocate budget for new international market pursuits •Developed, planned and implemented culture-changing process improvement initiatives in the Finance organization as the C-17 Sustainment focal on a nationwide process improvement team
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Financial Planning Analyst
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May 2011 - Feb 2012
•Collaborated with business managers to prepare business performance review meeting briefings in order to ensure efficient diffusion of critical information to Huntington Beach site CFO and President •Performed financial analyst responsibilities for the Command and Control Enterprise Solutions business unit to effectively record and report financials, increase the accuracy of program forecasts, and support the five-year long range business plan •Partnered with program analysts to submit… Show more •Collaborated with business managers to prepare business performance review meeting briefings in order to ensure efficient diffusion of critical information to Huntington Beach site CFO and President •Performed financial analyst responsibilities for the Command and Control Enterprise Solutions business unit to effectively record and report financials, increase the accuracy of program forecasts, and support the five-year long range business plan •Partnered with program analysts to submit timely pertinent program performance information to enterprise in support of reporting company financials
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Program Cost Accountant
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Apr 2010 - May 2011
•Analyzed allowable contract costs, facilitated timely set up of new projects, and coordinated invoicing activities for more than 30 contracts under 8 program areas, contributing to the successful management of receivables and division cash flow •Engaged with customers to recover approximately $1 million in cancelled funds aged receivables
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Contract Administrator
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Oct 2008 - Apr 2010
•Teamed with navigation and manufacturing programs to develop Basis-Of-Estimates (BOEs) and produce time-critical proposals •Coordinated with multiple finance functions to execute contract modifications and facilitate contract closeouts •Created knowledge management blog for the Huntington Beach site contracts community, which eased dispersion of pertinent information and contributed to an increase in awareness within contracts groups
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APL Logistics
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United States
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Transportation, Logistics, Supply Chain and Storage
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700 & Above Employee
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Warehouse Supervisor
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May 2007 - Apr 2008
•Led a diverse team of 30 individuals to process inbound and outbound shipments in a timely manner •Led process improvement efforts to analyze processes and implement measures to reduce costs and increase team efficiency by 15% •Led a diverse team of 30 individuals to process inbound and outbound shipments in a timely manner •Led process improvement efforts to analyze processes and implement measures to reduce costs and increase team efficiency by 15%
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Education
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University of Southern California - Marshall School of Business
Master of Business Administration - MBA -
University of Southern California - Marshall School of Business
Graduate Certificate in Financial Analysis & Valuation -
University of California, Irvine Extension
Certificate in Management of Business Contracts -
University of California, Riverside
Bachelor's of Business Administration, Business