Joel Perez

Joel Perez Email and Phone Number

San Antonio, TX, US
Joel Perez's Location
San Antonio, Texas, United States, United States
Joel Perez's Contact Details

Joel Perez personal email

n/a
About Joel Perez

Seasoned public accounting professional with 25+ years of expertise in driving practice growth, leading consulting services, and managing complex audit, compliance, and operational review engagements. Known for delivering impactful solutions and enhancing stakeholder value, while leveraging a deep understanding of client’s industry-specific operations and financial reporting standards. I have substantial experience working with executive management, board of directors, audit committees, and elected officials which provide me with the skills necessary to consult, assess and implement practical business solutions for my clients.Industry experience - my primary industry focus in public accounting has been the Public Sector Industry but during my career I have served multiple industries, such as Construction, Health Care and Financial Services.Client operations served - expertise spans a range of entities, including state agencies, local municipalities, water utilities, river authorities, various transportation authorities (toll, transit, cruise, and airport), school districts, pension and retirement plans, treasury, investment pools, hospitality venues (hotels and convention centers), housing and economic development authorities, foundations, private and charter schools, construction firms, private health care practices, and financial institutions.Relevant project experience - extensive background in independent financial and compliance audits, internal control evaluations, grant management and monitoring, debt offerings, capital project management, internal audits, discontinued operations, forensic examinations, workforce transformation, enterprise risk assessments, subject matter expertise, and board-governance best practices guidance. I also participate as an instructor providing technical accounting and reporting updates at industry trade association conferences, enhancing the professional development of industry participants.In the community, I serve on the National Board of Directors of the Association of Latino Professionals for America (ALPFA), as well as Advisory Board member and Finance Committe Chair for AVANCE San Antonio; further, for 15+ years (until 2019) I served as executive Board member and Finance Committee Co-Chair of the SA Hispanic Chamber of Commerce. I have participated in Leadership SA where I was co-chair for Class 37 and Steering Committee member for Class 34. In 2011 I was recognized by the SA Business Journal as a 40 under 40 Rising Star and in 2012 was recognized by the Texas Society of CPAs also as a Rising Star.

Joel Perez's Current Company Details
CLA (CliftonLarsonAllen)

Cla (Cliftonlarsonallen)

View
Principal
San Antonio, TX, US
Website:
rsmus.com
Employees:
14111
Joel Perez Work Experience Details
  • Cla (Cliftonlarsonallen)
    Principal
    Cla (Cliftonlarsonallen)
    San Antonio, Tx, Us
  • Rsm Us Llp
    Partner
    Rsm Us Llp Aug 2016 - Present
    San Antonio, Texas Metropolitan Area
  • Padgett, Stratemann & Co., L.L.P.
    Partner
    Padgett, Stratemann & Co., L.L.P. Jul 2001 - Aug 2016
    San Antonio, Texas Metropolitan Area
    * PS&Co was acquired by RSM US in August 2016
  • Long Chilton
    Auditor
    Long Chilton Dec 1995 - Jul 2001

Joel Perez Skills

Auditing Accounting Internal Controls Financial Accounting Leadership Financial Analysis Financial Audits Cpa Financial Reporting Strategic Planning Non Profits Nonprofits Budgets Small Business Gaap Business Planning Generally Accepted Accounting Principles Employee Benefits Internal Audit Compliance Management Nonprofit Organizations Audit

Joel Perez Education Details

Frequently Asked Questions about Joel Perez

What company does Joel Perez work for?

Joel Perez works for Cla (Cliftonlarsonallen)

What is Joel Perez's role at the current company?

Joel Perez's current role is Principal.

What is Joel Perez's email address?

Joel Perez's email address is jo****@****cpa.com

What schools did Joel Perez attend?

Joel Perez attended University Of Texas At Brownsville.

What skills is Joel Perez known for?

Joel Perez has skills like Auditing, Accounting, Internal Controls, Financial Accounting, Leadership, Financial Analysis, Financial Audits, Cpa, Financial Reporting, Strategic Planning, Non Profits, Nonprofits.

Who are Joel Perez's colleagues?

Joel Perez's colleagues are Nathan Mattson, Karan Shah, Chris Phelps, Scott Pelle, Carla Short, Kimberly Patterson, Niels V..

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