Jonathan Lopez Email & Phone Number

Dallas, Tx, Us

Dallas, Texas, Us

▪ Finance business partner to the Sparks Exhibits org, supporting Exhibits, Fabrication, Graphics, Retail Ops, Estimating, and Outsourcing Tech departments.▪ Supported integration efforts after the acquisition of Sparks Exhibits▪ Managed yearly budget planning, month-end reporting, bi-weekly sales forecasting, weekly utilization reporting, headcount analyses, and ad hoc reporting.

Dallas, Texas, Us

▪ Finance business partner to the Freeman Exhibits org, supporting Exhibits, Fabrication and Corporate Account Operations.▪ Spearheaded integration efforts on the Exhibits and Fabrication workstream after the acquisition of Sparks Exhibits.▪ FP&A Lead on the business carve out initiative for Exhibits.▪ Managed yearly budget planning, month-end reporting, bi-weekly sales forecasting, weekly utilization reporting, headcount analyses, and ad hoc reporting.▪ Developed an FP&A Resource Guide with policies, procedures, and FAQs for Finance Organization.

Dallas, Texas, Us

▪ Finance business partner to the Freeman Exhibits org, supporting Fabrication and Corporate Account Operations.▪ Managed yearly budget planning, month-end reporting, bi-weekly sales forecasting, weekly utilization reporting, headcount analyses, and ad hoc reporting.▪ Lead finance analyst for the business carve-out of Freeman Exhibits including strategic planning, building process flows to support new direction, and overall finance reporting for carve out pilots.

Plano, Tx, Us

▪ Managed Capital and Operational Expenditures forecasting and annual budgeting.▪ Developed PowerBI dashboards and financial models for monthly reports, improving reporting efficiency.▪ Supported Cash Flow and Capital Expenditure forecasting cycles for all International lines.▪ Responsible for the development, design, capturing and report preparation of the theatre-level revenues and costs to enhance profitability of theatre operations including: Concession revenues and costs, ticket revenues, Film Rental Costs, and payroll costs.▪ Prepared financial reports presentations for Board of Directors and other financial meetings.

Dallas, Texas, Us

▪ Managed Month-End reporting, Profit and Loss Financial analysis and ad hoc financial reports.▪ Led budgeting and forecasting efforts for different business units across the organization.▪ Hyperion support for different business units across the organization.

Dallas, Texas, Us

▪ Led Financial Planning & Analysis for the Growth Sales Organization.▪ Responsible for planning and presenting yearly budget and re-forecast for the sales organization consisting of over 900 employees.▪ Trained and onboarded two analysts.▪ Managed Sales Funnel Report, monthly SG&A variance reports, and month-end processes, critical to sales operations.▪ Managed & audited sales headcount and hiring plans.

Dallas, Texas, Us

▪ Responsible for all planning, forecasting, budgeting, and reporting for FreemanXP Agency’s revenue and associated cost along with all billing and project reconciliations.▪ Prepared monthly sales report for Vice President of Finance and Sr. Director of Finance.▪ Assisted in the preparation of the budget/forecast for sales and direct cost.▪ Assisted Vice President of Sales, Account Directors, and Project Managers with project reconciliations. ▪ Prepared month end journal entries for revenue and cost accruals, pass-through and re-classifications.▪ Maintained bridge report of all booked sales and prepared month end COGS variance report.

Dallas, Texas, Us

▪ Responsible for revenue and cost reporting for client accounts and sponsorship and registration bank account reconciliations.▪ Analyzed weekly/monthly/yearly revenue and cost reports to Account Directors and Account Managers.▪ Led audit team in determining revenue and cost for $365 million in corporate sales and agency divisions.▪ Prepared financial reports for sponsorship and registration clients.

New York, Ny, Us

Responsible for acquiring, retaining, and building long lasting relationships with branch customers. Responsible for generating growth in balances through the sale, marketing, promotion and referral of products utilizing a proactive and disciplined approach. Responsible for taking a lead role in creating an outstanding customer experience and helping the branch meet sales objectives contributing to the success of the firm.

Planned and organized events in a timely and organized manner to ensure program objectives were not only met but also exceeded. Responsible for documenting and analyzing program evaluation results. Evaluation results showed significant progress in program participants.

Built and maintained databases for business development research projects. My work resulted in effectively managed databases being ready for analyzing once research projects commenced in the summer.

As an undergraduate student I assisted an Economics Professor at OCU on two research projects. One where we examined the effects of hosting the cup of nations on exports of hosting nations versus other nations and another smaller project where we examined how well the world’s premier soccer leagues prepare players for the world cup.

Bsb, Finance, General

Bsb, Economics