Joe Perera Email & Phone Number

Karachi, PK

Karachi, PK

• Directs all aspects of accounting function & maintains accounting records of the organization in accordance with generally accepted accounting principles & grant requirements.
• Oversees the preparation of monthly and annual financial statements, including the A-133 reports, as well as invoicing, Form 990 & other financial reports to donors.
• Institutes and maintains internal controls throughout Pathfinder, including all country offices.
• Oversees processing of all transactions, including but not limited to payroll, accounts payable, accounts receivable, field funding, cash management, and investment management.
• Ensures that the leadership, program managers and all operating managers demonstrate knowledge about their respective financial control obligations and their actual performance against those obligations.
• Plans and directs year-end closings, determines requirements, and prepares Pathfinder financial statements. Coordinates and controls the conduct of annual A-133 audits with the independent public accountants.

Irvington, NY, US

Served as the CFO for both The Eileen Fisher Community Foundation, Inc & The Eileen Fisher Learning Lab, Inc. Developed & implemented financial infrastructures, internal controls & standardized accounting policies & procedures across all departments. Managed the preparation of monthly & quarterly financial statements and retail sales reports, reviewed.

San Francisco, CA, US

Managed the “Private Accounting Solutions” practice for the Metro NY offices. Reviewed client’s org structure, defined needs, and implemented financial & accounting policies, procedures, systems & internal controls. Developed management & leadership skills in direct reports and mentored all levels of staff.

San Francisco, CA, US

Functioned as client’s family office, controller and/or personal relationship manager by overseeing & holding accountable multiple key personnel (i.e. investment advisers, private bankers, attorneys, insurance brokers, household managers, other family members, etc.). Ensured accuracy & timeliness of all information, data, advice received and coordinated.

San Francisco, CA, US

Created & developed the "Private Accounting Solutions" practice in the New York City office. Served the finance & accounting needs of high net worth individuals, families, related family offices & their closely-held businesses (Family Partnerships, S-Corporations, Limited Liability Companies, Family Trusts, Private Foundations, etc.)

London, GB

• Prepared documents needed for client acceptance and investigation process
• Developed planned engagement economic measures (i.e. realization, profitability, etc.)
• Analyzed planned engagement measures to determine budget as well as price of engagement
• Independently monitored actual economics against planned measures and provided weekly analysis
• Challenged client serving team to bill for "out-of-scope" services and monitored client receivables
• Assisted in training and managing a group of "Financial Assistants"

• Developed project cost estimates and maintained project work plans
• Monitored accounting transactions to ensure accuracy and timeliness of information
• Performed analysis on inventory and receivables in order to manage project/client profitability
• Prepared monthly account analysis and research, including variation against budget and profitability analysis.