Luis Perez

Luis Perez

Financial Controller

Luis Perez

Luis Perez has been an accounting professional for 34 years, specializing in non-profit accounting for the last 22. This included 12 years at a regional CPA firm, acting as an outsourced Controller and Auditor for non-profit organizations ranging in revenue from $500,000 to $8 million. Prior experience also includes Financial Controller for 3 for-profit private companies, one in a dual role as Director of Operations.    

Luis has significant GAAP and internal control knowledge as well as strong systems and software expertise as an implementer, user, and trainer on packages such as Sage, QuickBooks, FundEZ and Intacct web-based accounting software.  

A native of New York, Luis moved to Minnesota in 1983 with his wife, a Minnesota native, and earned his Associates degree in Accounting from the Minnesota School of Business. He went on to earn his Bachelors degree in Accounting from Metropolitan State University while also working as a full time accountant. 

Skills 

Accounting services, including financial statement preparation and review, budgeting, general management, operations, employee training and development, internal controls review, and preparing for annual audits. 

Software 

Microsoft SharePoint & Office including extensive Excel. QuickBooks, Sage/Peachtree, Sage 300, Intacct Financials, Great Plains, FundEZ, P2P, iTrack, ADP, CBIZ, Serenic NFP accounting software, and others. Quick learner and adept at learning and navigating new software packages as needed.   

Client Successes 

Among others, led a client through a full general ledger conversion, established new and efficient processes and procedures, and trained internal resources to maintain those processes and procedures.