Carol Lopez

Carol Lopez Email and Phone Number

Sr. Director Accounting and Finance – Global Leadership | Quote-to-Cash│Revenue Recognition (ASC 606)│Process Improvement│Financial Reporting│Forecasts & Budgets │Improvement of people to build strong teams
Carol Lopez's Location
San Francisco, California, United States, United States
About Carol Lopez

I scale accounting/revenue teams in startups & global tech enterprises, e.g. Applied Materials, Adenza & Advent Software. Since my early career with KPMG, I have 15+ years of experience guiding accounting teams to develop financial controls & QtC automation (accounting, revenue recognition & audit). I have delivered 3-day close of revenue of up to 500 contracts across U.S., Canada, EMEA, APAC & LATAM. And I have built global accounting teams in S.F. & India.What I most enjoy is:• Partnering with C-Level, FP&A and the business teams to deliver results and support their efforts.• Building and working with great teams, building systems and processes that support the business without getting in its way, and getting things done.• Coaching: Great teams have benefited me throughout my career and I really value paying that forward by coaching others.

Carol Lopez's Current Company Details

Sr. Director Accounting and Finance – Global Leadership | Quote-to-Cash│Revenue Recognition (ASC 606)│Process Improvement│Financial Reporting│Forecasts & Budgets │Improvement of people to build strong teams
Carol Lopez Work Experience Details
  • Turnitin
    Director, Revenue Accounting
    Turnitin Oct 2022 - Nov 2023
    Oakland, Ca, Us
  • Adenza
    Revenue, Director
    Adenza Jan 2015 - Apr 2022
    London, Gb
    Revenue Recognition ManagementOwned revenue recognition process, policy / procedures as B.U. grew by 55% to 200+ customers.● Led regulatory conversions w/no business interruption: GAAP 97.2 to ISA18 (2015-2016) to IFRS 15 (2017) then to ASC 606 (2021).● No biz loss / interruption during Covid (2020-2022).● Converted 300+ software contracts from GAAP to ISA 18. ● Cut to 5-day month end closing Y1. Accelerated revenue month-end close to 3 days.● Enabled easy tracking of revenue for 3 CFO’s / 2 Presidents across tenure.● Completed 2014 external audit (EY) on time + 6 following, all w/no exceptions.Revenue Recognition Automation (NetSuite) Own Revenue Recognition (Forecasting, Contract Reviews, Billing/Collections) on portfolio of 300+ contracts.● Shrank to 3-day book close, following automation of Salesforce to NetSuite. (2021)● Enabled 1-day revenue recognition post-signing.● Eliminated data errors during review with control of stakeholder contract access.● Streamlined reporting on ACV, TCV, revenue forecasting/budgeting. Reduced reliance on spreadsheets.
  • Adenza
    Director Of Revenue
    Adenza Jan 2015 - Apr 2022
    London, Gb
  • Lucidworks, Inc.
    Vice President Finance And Administration
    Lucidworks, Inc. Apr 2012 - Dec 2014
    San Francisco, California, Us
    Managed accounting functions, including AP, AR, payroll, and month-end close.● Halved to 5-day month-end close by cross-training team members in proactive close workflow/processes. ● Saved $5K / mo. in medical benefit costs while lowering employees’ contributions to plan.
  • Entelos, Inc.
    Vice President Finance
    Entelos, Inc. Sep 2009 - Mar 2012
    Accounting, Finance, Human Resources & IT ops Officer. Manage accounting functions: AP, AR, payroll, month-end close.● Saved $500K annually by outsourcing IT infrastructure management & server room to 3rd-party data center.● Saved $20K monthly when relocated administrative offices.● Improved cash flow post-2008 cash crisis by taking payroll processing in-house in collaboration w/ Accountant.● Key player in bankruptcy filing managing relationships with attorneys, insurance brokers, and bankers.
  • Sword-Ctspace
    Us Finance Director
    Sword-Ctspace Jan 2009 - Sep 2009
  • Entelos, Inc.
    Controller
    Entelos, Inc. Jan 2006 - Dec 2008
  • Citadon, Inc.
    Vice President Of Finance
    Citadon, Inc. 2004 - 2007
    Us
  • Viafone, Inc.
    Controller
    Viafone, Inc. 2001 - 2002
  • Advent Software
    Assistant Controller
    Advent Software 1999 - 2000
  • Kpmg
    Senior Manager
    Kpmg 1988 - 1997
    New York, Ny, Us

Carol Lopez Education Details

  • California State Polytechnic University-Pomona
    California State Polytechnic University-Pomona
    Business Administration - Accounting

Frequently Asked Questions about Carol Lopez

What is Carol Lopez's role at the current company?

Carol Lopez's current role is Sr. Director Accounting and Finance – Global Leadership | Quote-to-Cash│Revenue Recognition (ASC 606)│Process Improvement│Financial Reporting│Forecasts & Budgets │Improvement of people to build strong teams.

What schools did Carol Lopez attend?

Carol Lopez attended California State Polytechnic University-Pomona.

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