Richard Lopez
Miami, Florida | m: 786.409.8506 | richardlopez813@gmail.com | LinkedInEducation and Credentials
Bachelor of Science (B.Sc.) in Business Administration and Finance, Graduated: December 2023
University of Central Florida — Orlando, Florida
Activities: Delta Upsilon Fraternity (President, VP of Administration, House Manager)
Association of Latino Professionals for America (General Member)
GPA: 3.50
Certifications and Training
Microsoft Office Specialist (Excel, Word, PowerPoint)
Professional Experience
Kaseya — Miami, Florida, November 2024 to PresentBILLING SUPPORT SPECIALIST (November 2024 to Present)
Lead Customer case management to ensure customer satisfaction, retention, and billing congruence for up to 20 cases a week
Manage interdepartmental responsibilities communication for expedited case resolution
Perform meticulous account reconciliations using active reporting data for billing augmentations and customer presentations
Host customer working sessions to facilitate collection duties for the Back On Track program
100% satisfactory rating as rated by Kaseya customers
Blue Sky Advisory Services — Orlando, Florida, September 2023 to June 2024FINANCIAL ANALYST (January 2024 to June 2024)
Engaged potential buyers and prepared investor presentations for two multimillion-dollar companies.
Developed custom data models, increasing client revenue reconciliation and project cost reconciliation efficiency by up to 1600%.
Streamlined company financials and provided valuation support, optimizing client savings and negotiation during due diligence.
Responsible for a 200% increase in valuation revenue by automating valuation models and integrating comparative industry data.
Enhanced all Excel products with conditional formatting, pivot tables and charts, slicers, data queries, validation lists, functions.
FINANCIAL ANALYST INTERN (September 2023 to December 2023)
Established strategic relationships through research and outreach to business professionals.
Orchestrated client and investor presentations and managed internal resource planning, enhancing meeting efficiency.
Incorporated functions such as SUMIFs, NPV, IRR, FILTER, INDEX MATCH, and various logical/DATE functions into data models.
Executed company valuations, KPI Calculations, trend analysis, and industry benchmarking.
Electromotive Solutions, Inc. — Miami Beach, Florida, May 2023 to August 2023FINANCIAL INTERN
Implemented cost-saving measures by reducing Accounts Receivable by 30% and managing Accounts Payable using QuickBooks.
Produced sales and operation forecasts using excel FORECAST functionalities, including seasonality and pivot data manipulation.
Morgan & Morgan — Orlando, Florida, July 2022 to January 2023ACCOUNTING INTERN
Automated referral collections for all office locations using SUMIF, FILTER, SLICER functions, reducing reconciliation time by 530%.
Automated capital call sheets across seven major locations using due date pop-up alert and conditional formatting in Excel.
Conducted account reconciliations using Oracle NetSuite, ensuring the accuracy of financial records.
Validated bank deposits and trust disbursements for branches in seven prominent cities.
Generated consolidated invoices for services offered to M&M and confirmed vendor bill requests for all specified locations.
Relevant Projects
Blue Sky Client Project — Excel Financial Packet, January 2024 to June 2024PROJECT LEAD
Created model for forecasting and visualization of deferred revenue using pivot charts based on client and contract length.
Cut workbook size by 90% using data validation lists, conditional logic, SUMIF, INDEXMATCH, and DATE manipulation functions.
Blue Sky Client Project — Investor Financial Model, September 2023 to February 2024PROJECT LEAD
Created fully customizable projection model with dashboard for proposed 10-year construction of a Caribbean resort.
Included material pricing, construction phases, cash flows, financing options, and visualizations all according to user input.
Additional Information
Technical Proficiencies and Skills: NetSuite, Salesforce Service Cloud, Microsoft Office Suite, Five9
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