Jackie Perez

Enthusiast
DISC Type : i

Manager, Financial Planning & Analysis at OrganOx

Morristown, New Jersey, United States

Overview

Jackie Perez is a Manager of Financial Planning & Analysis at OrganOx, bringing extensive experience from the pharmaceutical and biotech sectors. A graduate of Wagner College, she is an expert in financial planning, budgeting, and forecasting, with proficiency in systems like Dynamics 365, Hyperion, and Oracle SAP.

Her career is marked by steady progression, including a key promotion from Senior Accountant to Finance Manager at Aerie Pharmaceuticals, highlighting her leadership and strategic capabilities.

Personality Overview

Non-Confrontational

Amiable & Agreeable

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They are more about building relationships than just cutting deals.

Topics They Care About

Biotech & Pharma Finance
Her recent career at OrganOx, Opthea, Bausch + Lomb, and Aerie Pharmaceuticals shows a strong focus on the life sciences and medical device industry.
Financial Planning
This is her core function and stated expertise, involving the management of annual operating budgets, forecasting, and long-range corporate plans across multiple roles.
Financial Systems
Showcases proficiency in a wide range of financial platforms, including Dynamics 365, Hyperion, PeopleSoft, and Oracle, indicating an interest in leveraging technology for financial analysis.

Media Appearances

Jackie has no verified media appearances

Work History

5-2025
Manager, Financial Planning & Analysis at OrganOx
7-2024 - 5-2025
Senior Manager, Finance at Opthea
2-2024 - 7-2024
Senior Financial Analyst at Bausch + Lomb
4-2018 - 1-2024
Finance Manager at Aerie Pharmaceuticals
2-2017 - 4-2018
Senior Accountant at Univision Communications Inc.

Education

9-2014 - 12-2017
Master's degree from Wagner College
9-2010 - 5-2014
Bachelor's degree from Wagner College

More Information

Social Presence :

Prographics :

Exp : 8 Location : Morristown, New Jersey, United States Job Level : Middle Designation : Manager, Financial Planning & Analysis at OrganOx
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Insights For Selling To Jackie

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jackie is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Jackie

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Jackie move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Jackie take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Jackie

Personality Compatibility


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