Diego Perez
Finance & Accounting Major| Quantitative Finance | CFA track
- Role
- Fund Accountant at Ultimus Fund Solutions
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Diego Perez
Finance professional with hands-on experience in structured credit, tax advisory, and…
Experience
Fund Accountant
May 2025 — Present
Reconcile NAV, monitored fund performance, and supported financial reporting for mutual funds.Gained exposure to financial statement prep and internal controls in investment management.Improve Excel workflow tracking using formula-based error flags and automation.
Education
Lincoln southwest High
General Studies
TCA College Pathways
Associate's degree, Business Administration and Management, General
2019 — 2021
Nebraska College of Business
Bachelor of Science in Business Administration, Accounting and Finance
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