David Lopez Email and Phone Number
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As CEO of Summa, I oversee the firm's ethos, strategy, and growth. Our core focus is on improving our your business, financial performance, by enhancing your profitability, increasing your cash flow, and helping you take control of your growth. ๐๐๐ข ๐ฆ๐๐ฅ๐ฉ๐๐๐๐ฆ We enjoy partnering with departments heads, translating vision into goals, and helping CEOs say โnoโ more often.Our CFO Services include: โข Fractional CFO โข Financial Planning and Analysis โข Working Capital & Treasury Management โข Data Analytics & Reporting โข Operations Optimization โข Turnaround Services โข Raising CapitalIn addition, we provide Strategy support to your leadership team, as well as Coaching and Workshops to your teams.๐๐ก๐๐จ๐ฆ๐ง๐ฅ๐ฌ ๐๐ซ๐ฃ๐๐ฅ๐ง๐๐ฆ๐ With over 15 years of experience including experience as a management consultant for Deloitte and PwC, I have been involved with over 100 companies in 500 projects. During this experience I have worked closely with VCs and Private Equity firms.My specializations include the following manufacturing sectors: Aerospace, Defense, Automotive, Heavy Equipment, and Parts & Component Manufacturing. Working in manufacturing taught me a thing or two about goals. Setting ๐๐ก๐๐๐ง goals -both personal goals and business goals- is the foundation of long-term success. Because without goals, we lack meaning, purpose, and direction.๐ช๐๐๐ง ๐ฆ๐๐ง๐ฆ ๐จ๐ฆ ๐๐ฃ๐๐ฅ๐งOur experience has shown that even direct competitors in commoditized industries and standardized processes work differently. They face challenges differently and manage resources differently. They see the world differently.And so do you. Your business is unique, and so are your goals. Our service reflects that. We tailor our approach beyond standardizing financial reporting. We like to dive deep to identify the levers that will help you increase your cash flows, improve your profitability, and manage your growth:โก๏ธ๐๐ป๐ฐ๐ฟ๐ฒ๐ฎ๐๐ถ๐ป๐ด ๐๐ฎ๐๐ต ๐๐น๐ผ๐๐: Cash preservation and growth is our number one priority. We help you set budgets, control spend, and bring clarity to your cash flow conversations. โก๏ธ๐๐บ๐ฝ๐ฟ๐ผ๐๐ถ๐ป๐ด ๐ฃ๐ฟ๐ผ๐ณ๐ถ๐๐: Profitability is the source of growth. We help you analyze your cost structure and apply strategies to stay ahead. โก๏ธ๐ ๐ฎ๐ป๐ฎ๐ด๐ถ๐ป๐ด ๐๐ฟ๐ผ๐๐๐ต: We help you scale sustainably, eliminate growing pains, and help you be prepared for the future.We are here for you for the long haul. If you would like to learn more, please visit us at www.summa.consulting
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CeoSumma May 2024 - PresentWe help business build, scale, and run their finance department.We offer CFO Services to startups and SMBs that are looking to build stronger cash flows, improve their profitability, and manage their growth.If you would like to learn more, visit us at www.summa.consulting
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Head Of Finance & Supply ChainOutpost Jan 2024 - PresentLos Angeles, Ca, UsIncorporated the Supply Chain function to the previously managed Finance function.โข Building the Supply Chain function from the ground upโข Centralized purchases, improving working capital by 30% in 30 daysโข Strengthened fiscal discipline by renegotiating terms with vendors, establishing zero-based budgets, and keeping procurement lean through variance analysis; driving clarity, focus, and accountability across business partnersโข Eliminated waste services, SaaS, subscriptions, and underutilized services; reducing OPEX by 10% annually โข Integrated procurement to accounting: mapping and coding Inventory, OPEX, CAPEX, and R&Dโข Integrated procurement to finance: budget management, timing purchases, lean inventory, improving working capitalโข Currently leading the implementation of inventory MRP and developing the inventory management sub-function -
Head Of FinanceOutpost May 2023 - Jan 2024Los Angeles, Ca, UsOutpost is a space company that seeks to make Earth sustainable by bringing reusable satellites and their payload back from space.โข Built the Finance function from the ground upโข Managed pipeline of SBIR contracts and negotiated milestones to align working capital to paymentsโข Set up SOPs, policies, and corporate governance principles; regaining control of spendโข Streamlined finance operations with business operations through process re-design and automationโข Managed treasury and runway; improved cash position with short term securitiesโข Expanded on the existing financial model and developed the budgeting process; introducing scenario analysis into forecastsโข Coordinated directly with government officials and invoicing portals to get invoices out on time and collect funds ahead of timeโข Incorporated ASC 606 for Revenue Recognition and ASC 842 for Lease Accountingโข Improved the agreement with operating lease partner, quadrupling the line of credit โข Managed FTE payroll, contractor payroll, off-cycle runs, accruals, deductions and reimbursements โข Automated financial reporting and communication through API integrations using JavaScript
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Health And Well-BeingCareer Break May 2022 - Apr 2023
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Head Of FinanceTubescience May 2021 - May 2022Los Angeles, California, UsOnline ad producing company, fourth largest ad agency on Facebook worldwide as of May 2021.Directs the companyโs overall financial and accounting functions, managing a team of four.โข Developed the companyโs financial model for strategic decisions, and the short-term liquidity plan for tactical decisionsโข Developed the companyโs budget by department, and leading the budgeting process for the first timeโข Manages a strong relationship with banks, landlords, lessors, insurance, and benefits providers, driving better terms.โข Successfully set policy and SOPs for key processes in operations and finance.โข Cash management through policy, budgeting, AR and AP planning, and identifying overspending on a continuous basis.โข Reported, built models, and maintained relationships with partner investment bank -
Director, Financial Planning And AnalysisSinger Vehicle Design Apr 2020 - May 2021Torrance, Ca, UsHigh-end automotive company, selling cars valued between $700k and $2M. Annual revenues of $20M.Hired while performing on-site work for a consulting project appointed by Deloitte. Responsible for the direction of the global operationโs finances, focused on building a narrative that goes well beyond talking numbers. โข Developed the companyโs financial model, 2021โs Op Plan, and the 5-year business plan to raise equity and debt.โข Successfully partnered with Production and Sales to bridge gaps in data flow and anticipate short term changes in working capital. โข Designed and implemented best practices and policies for Rev Rec, process mapping, costing, AR, AP, and inventory management.โข Managed relationship, presented covenants, and prepared financials for private equity partner -
Senior ConsultantDeloitte Aug 2019 - Apr 2020Worldwide, OoGlobal professional services firm in audit, advisory, tax, and consulting services. Annual revenues of $47.6B.โข Functional lead in the automation assessment for a pharmaceutical company, mapping processes that could be automated.โข Functional lead in the transition from Oracle to SAP S/4 HANA for a pharmaceutical retail company, mapping out charts of accounts, coordinating with code developers, and leading the development of dashboards to track implementation progress.โข Functional lead in the development of the working capital model, reporting, and policy development for Singer Vehicle Design. -
Senior Fp&A AnalystVersum Materials Oct 2017 - Aug 2019Tempe, Arizona, UsVersum Materials is a global semiconductor manufacturer; main client is Intel. Annual Revenues of $4.0B.Head analyst of SG&A expenses, partnering with global controllers and Vice-Presidents, and producing financials for 10-Q and 10-K for the Securities and Exchange Commission (SEC).โข Owner and manager of the SG&A budget of $160M (FY19) and $180M (FY20), comprised of 130 cost centers in 12 countries.โข Created the worldwide SG&A financial model and ad-hoc reporting presented to C-level executives monthly for tactical decisions.โข Developed the worldwide SG&A allocation model, partnering with Tax, savings of over $1.0M (FY18) and $1.5M (FY19). -
Financial Planning And Analysis (Fp&A) ManagerDrake Materials And Cement Mar 2016 - Sep 2017Scottsdale, Arizona, UsCement and aggregates manufacturer for the Arizona and California markets. Annual revenues of $50.0MFinance business partner in the strategic decision making of the company on short and long-term decisions; reporting directly to CFO and collaborating to CEO and COO on a daily basis.โข Managed and executed the budgeting process ($50M), developing metrics, reports, and ad-hoc financial plans for added value.โข Managed reporting and information request from private equity partners and debt partners (Yavapai County bonds), including tracking and reporting of covenantsโข Reduced working capital by $5M; provided actionable plans to add value through AR/AP tracking and inventory management.โข Launched the daily operating report used company-wide; detailing sales, production, inventory, efficiency (labor and equipment). -
Investment Project ManagerVenture Capital Jul 2011 - Aug 2014Private investors looking to make investments in Costa Rica, under a turn-key project approach. Investment of $200k.Private Equity Investment Manager, screening start-ups for investors, incubating selected ideas, and executing the business plan.โข Worked with Venture Capital to identify opportunities and execute projects in Costa Rica.โข Executed investment that led to creation of 3 running start-ups in Costa Rica under turn-key scheme in less than 3 years. โข Achieved 20% savings on total investment budget of $200k, based on vendor negotiations and working capital management.โข Led revenues of over $100k during the first year of operations.
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Procurement ExecutiveSabmiller May 2010 - Jul 2011Woking, Surrey, GbLargest brewing company in Peru, with 90%+ percent of market share. Annual revenues of $1.6BBudget owner of nationwide services, partnering with functional departments to meet targets, while facilitating purchases through negotiations, managing vendor relationships, and leading bid processes. โข $2M savings in under six months by introducing zero-based budget, using reverse auctions, and negotiating with vendors.โข Achieved efficiency savings of $500k in under 3 months, by reducing man-hours of high-skilled labor through SAP automation.โข Won the High-Performance Award three times by reducing non-critical inventory by a factor of 20. -
Corporate Finance SpecialistPwc May 2006 - Apr 2009GbGlobal professional services firm in audit, advisory, tax, and consulting services. Annual revenues of $43.0B.Financial modeling and valuation specialist, responsible for delivering high-complexity financial models and presenting results to clients.โข Led 30 business valuation modelling in manufacturing, mining, and banking. Largest valuation was for a $4.0B company.โข Conducted the Deals & Corporate Finance team training, comprised of 10 colleagues.โข Best Colleague Award winner for Leadership and Teamwork in 2008.
David Lopez Skills
David Lopez Education Details
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Incae Business SchoolFinance And Economics -
Universidad Del Pacรญfico (Pe)General
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Cfa InstituteCandidate
Frequently Asked Questions about David Lopez
What company does David Lopez work for?
David Lopez works for Summa
What is David Lopez's role at the current company?
David Lopez's current role is CEO at Summa | We help organizations improve their financial results..
What is David Lopez's email address?
David Lopez's email address is da****@****pwc.com
What schools did David Lopez attend?
David Lopez attended Incae Business School, Universidad Del Pacรญfico (Pe), Cfa Institute.
What are some of David Lopez's interests?
David Lopez has interest in Corporate Finance, Investment Management, Investment Banking.
What skills is David Lopez known for?
David Lopez has skills like Supplier Negotiation, Project Planning, Project Management, Project Finance, Financial Modeling, Corporate Finance, Financial Analysis, Contract Negotiation, Sap Erp, Vba, Spanish, Finance.
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