Jorge Perez

Providing CFO services and Business Transition Services in Seattle, WA


About Jorge

Jorge Perez

Seattle, WA CFO

21 Years of Experience

Direct Contact

office 503-383-8906


University Of Puerto Rico Rio Piedras


Certificates & Licenses:

INSEAD International Finance and Executive Leadership


Contact Jorge Perez and receive a free Discovery Analysis™

  • A confidential meeting with the business owner(s), then interview company staff.
  • Look at the company’s financial information and computer systems.
  • Benchmark financial information against industry averages.
  • Create a confidential report of our findings in The Strategy Gameplan™

Jorge’s Bio

Jorge has enjoyed over 20 years of progressive financial executive leadership in positions including Controller, Sr. VP/Finance & Operations and CFO for publicly traded, private equity backed and privately held companies. Jorge brings significant expertise in the areas of financial and business management to an organization, specifically in the areas of business analysis and problem solving through the application of proven Business Intelligence methodologies and analytical review of finance organization's talent to support growth, stability and exit strategies. Over his career, Jorge is known to be extraordinarily intellectually curious and as a previous CEO during his career called him puzzle solver.

Jorge has a proven track record for improving performance in the areas of cost savings, supply chain efficiencies and operational analysis in a number of industries including Health Care, Hospitality and Retail. Jorge's passion resides in working collaboratively with owners and their teams to drive effective change which results in achieving the desired organizational goals as set forth by ownership.

Jorge sees value creation as the key tenant for any owner and their organization. To achieve this Jorge evaluates both quality and quantity of Key Performance Indicators within an organization and ensures these KPI's are aligned with the operational results being sought.

Jorge has enjoyed a long international as well as domestic career. He has performed professional duties in several countries including Mexico, Puerto Rico, and Japan. Jorge comes to us originally from New York City. He has an MS in Economics and Finance from the University of Puerto Rico in Rio Piedras.

Jorge lives in downtown Seattle and keeps socially busy by participating in United Way and contributing his time to the Union Gospel Mission. Jorge loves music, the arts and sports. He has 2 children Alyssa and Jared. The first a graduate from Dartmouth College and the second a Senior at the University of Puget Sound.

Contact Jorge (503) 383-8906

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Recent Articles

Jan 25Jorge Perez

B2B CFO Extends Leadership Position in Mid-Market Business Transitions

Jan 25Jorge Perez

Source: Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses MESA, Ariz. [Business Wire] – B2B CFO, nation’s largest CFO and business transitions services firm, today released a summary of its Partners expertise in exit strategy leadership, highlighting a rapidly expanding client roster for business transition work and widespread adoption of the firm’s proprietary exit strategy software. The summary, completed through a survey of