Joseph Perez
About Joseph Perez
Joseph Perez serves as the Global FP&A Manager at ENTEK International, where he focuses on financial planning and analysis. He has extensive experience in advising startups and has held various roles in investment banking and private equity across multiple industries.
Current Role at ENTEK International
Joseph Perez serves as the Global FP&A Manager at ENTEK International, a position he has held since 2023. Based in Henderson, Nevada, he has been with the company for approximately 10 months. In this role, he focuses on financial planning and analysis, contributing to the company's strategic financial initiatives.
Previous Experience in Finance
Prior to his current role, Joseph Perez accumulated extensive experience in various financial positions. He worked as a Private Equity Associate at Rose Capital from 2019 to 2020, where he advised on investment strategies. Before that, he served as an Investment Banking Analyst at Jefferies from 2015 to 2018, followed by a role as an Investment Banking Associate at the same firm from 2018 to 2019. His background includes advising on deals across multiple sectors, including aviation, chemicals, and manufacturing.
Fractional CFO and Advisory Roles
Joseph has also worked as a Fractional CFO at airCFO from 2021 to 2022. In this capacity, he provided strategic finance services to founders and executives in tech-enabled verticals, including e-commerce and healthcare. His advisory work has focused on tactical and operational finance challenges, particularly in budgeting, strategy, and capital allocation.
Educational Background
Joseph Perez studied at Cornell University, where he earned a Bachelor of Science in Applied Economics and Management with a concentration in Finance in 2015. He also attended Phoenix College from 2010 to 2012, achieving a degree in General Studies. His educational background has provided a solid foundation for his career in finance.
Diverse Industry Experience
Throughout his career, Joseph has worked across a variety of industries, leveraging his financial advisory experience. His roles have included working closely with companies in the consumer packaged goods, retail, and technology sectors, particularly in the legal cannabis space. This diverse experience has equipped him with a broad understanding of different market dynamics.