C-Level Advisor

Commercial judgement for the decisions leadership must own.

I advise CEOs and executive teams on strategy, performance and transformation. My contribution combines enterprise leadership with finance, marketing, AI and regional operating experience, helping leaders make informed decisions and move the business forward.

Illustrative scene: Two professionals discussing a product prototype at a worktable.
Illustrative scene

An executive perspective across the business

The most consequential decisions connect several functions. A growth plan affects capital and delivery; a technology investment changes workflows and customer experience; a turnaround tests management capability and stakeholder confidence.

My Managing Director, CEO, CFO and Operating Partner experience allows me to examine those connections and challenge a plan against the realities of execution.

I contribute an informed, independent perspective while the executive team retains responsibility for the business and its decisions.

“His accomplishments span across finance, IT, marketing and sales, bringing to each a rigourous, robust accountability with foundations firmly grounded in digital. His accomplished leadership and influencing skills have made a profound impact both at a senior executive level but also at a cultural level across the entire organisation – which is the true mark of the man.”

Ted FeltonFormer direct report · Open Universities Australia

“Jose is one of those rare executives that can work across a range of specialties and deliver tangible outcomes that drive operations and profits.”

Freddy LopezColleague across different teams

Selected excerpts from LinkedIn recommendations · View my public profile

Strategy, performance and investment choices

Advisory work can cover strategic priorities, market entry, commercial growth, investment cases, financial visibility or the operating implications of an acquisition. The aim is to clarify the decision and improve the quality of judgement behind it.

I test the assumptions, identify the trade-offs and connect the preferred direction with what management needs to do. Attention to customers, people, cash and capability keeps the discussion grounded.

Transformation and organisational capability

I work with leaders on operating-model change, executive alignment, leadership transition and the practical delivery of transformation. Culture and accountability influence whether the business can sustain the intended improvement.

Agile ways of working, useful management information and a clear operating rhythm help turn leadership decisions into progress. Coaching can support the individuals responsible for carrying the change.

AI, commercial growth and regional ambition

My technology and marketing background adds depth where the business is considering AI adoption, a new product or a different route to market. I connect the opportunity with commercial evidence, financing and the capability needed to execute.

For ANZ and APAC growth, I bring experience coordinating international commercial operations and connecting local teams with wider executive and investor priorities.

A continuing professional dialogue

An engagement can focus on a consequential decision or provide a continuing advisory relationship through a demanding period. We agree the questions, information access and working rhythm appropriate to the mandate.

The value lies in a trusted conversation that challenges assumptions, improves decisions and supports purposeful action.

Bring your priorities into focus.

Start with the situation your organisation faces and the contribution you need.

Privacy

ROI.Partners is the professional practice of Jose Herrera Perea. Contact Jose at jose@roi.partners about an enquiry or your personal information.

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