Isaac Lopez Email & Phone Number

Redondo Beach, CA, US

Marina Del Rey, CA, US

Tokyo, JP

El Segundo, CA, US

Manhattan Beach, CA, US

• Utilized information from the Investment and Finance teams to develop, maintain, and owned complex Excel models for all funds and their subsidiaries
• Provided meaningful analysis of operational and financial data to identify trends and drivers, identifying and providing KPIs (AUM, IRR, Gross Yield, Gross Income, Sales, etc.) for all funds on a monthly, quarterly.
• Lead forecast projections for all funds and summarize the KPIs into a monthly Flash Report that compared actuals to fund targets; including commentary to explain variances for the executive management team
• Executed day-to-day financial reporting activities, including: executive management reporting, profitability assessment, sensitivity analysis, scenarios and P&L forecasting, developing financial summaries for marketing.
• Assisted the Director of FP&A and finance team in the preparation of the annual operating budget, of long-term financial projections, and on modeling the launch of future funds

Toronto, Ontario, CA

• Maintained and updated financial models in Excel, TLPs (Toy Line Plans) for both US and International brand marketing teams
• Pulled forecasts from SAP to provide updates that included variance analysis with commentary and explanations for significant variances. Assisted in the analysis and reporting of monthly profitability results.
• Provided TLPs for VCA (Vendor Cost Approval) and CEA (Capital Expense Approval) processes, partnered with brand marketing teams to provide rationale if the analysis for VCA/CEA was under corporate thresholds
• Worked with various cross-functional partners to provide in-depth financial and quantitative analysis in support of key business and strategic decisions
• Assisted the FP&A team with the consolidation of annual/quarter budgets and forecasts in critical timeframes
• Other duties included: assisting the markets with ad hoc analysis of gross sales and profitability, providing weekly reports on pricing, and training brand managers on the financial models, systems, and reports.

Toronto, Ontario, CA

• Attended weekly intern class/conference calls that cover a different financial concept each week of the program
• Learned about Foresters and the member benefits and community programs offered
• Worked on a mock client project throughout the internship, using knowledge gained in classes to put together recommendations and illustrations for hypothetical clients
• Presented the results of the mock client project to the intern class at the end of the program, demonstrating the level of knowledge and understanding gained throughout the duration of the internship

Temecula, Ca., US

• Lead AVID tutorial groups for 6-8 students by helping students answer questions in a step by step process
• Worked with individual students 1 on 1 during lunchtime tutoring in all subjects
• Helped teachers grade essays, homework, and other assignments
• Assisted AVID teachers in the organizing, preparing, and conducting of AVID related activities

Glendale, CA, US

• Updated quarterly budget reports, cost of sales reports, and company budget accounts as directed by the senior financial analyst
• Prepared financial reports, charts, tables and other exhibits as requested with Microsoft Excel and Access
• Created small scale analysis of various company activities and learned how to create weekly reports for regional managers
• Worked on creating a lookup that would assist the advance planning sector of the company

Master Of Business Administration - Mba, Finance, General

Master Of Business Administration - Mba

Bachelor'S Degree, Economics, Minor In Business Administration

Bachelor'S Degree, Economics