Nathan Lopez Email and Phone Number

Change management and transformation of offshore/onshore operationsMaintaining reporting data and metrics for Customer Success organizationManaging Certified Master Anaplanner programMaintenance, design and improvement of Anaplan reporting modelsCustomer enablement and adoption content creation for self-serviceCustomer Success commissions process managerCustomer Strategy and Operations for new features, accessibility, user experienceChange management and transformation process creation and implementation

Developed and administered use case trainings for FP&A, Supply Chain, Data Hub, Model Analysis, NUX, Customer Data Security, Super Support, Partner Success programs, Customer Success support onboarding, Customer Support Toolkit and moreInterim Workspace Provisioning Director 2018-2021Managing cross functional team of 8 across the globe for 24/7 demand, dedicated team email, Slack channel, case escalations, change management, communications (internal and customer facing)Created and maintained onboarding, overall process documentation and training for Customer Success, Partner Success and Customer Support teamsSuccessful transition of manual internal request process to leverage ServiceNow automation, dynamic UI Success in correcting major setup issues with customersDetailed SOP of end to end process and training development

Business PartnerCustomer Success Management / ConsultantProject/Account Management• Point of contact for accounts in Texas and the Bay Area in California• Product roadmap and use case management• Coordination with Sales, Anaplan partner firms, various customer business departments• Trusted advisorCertified Trainer• Launchpad training for the Anaplan platformConsulting• Advisory, architecture, and implementation• Technology, Finance, and Logistics business sectors• Financial Consolidations applications• Territory and Quota applications

Senior Consultant with expertise in business processes, internal audit, internal controls, ITGC, SOX, functional IT, business development, training, consolidated financial reporting, statutory reporting, planning and budgeting, compliance, report design and training. Specializing in Oracle and SAP products:• Oracle Account Reconciliation Manager• SAP BPC 10.0• Oracle Hyperion Planning• Oracle Hyperion Financial Management• JD Edwards• Report Development, Design, Analysis, Ad HocCLIENT ENGAGEMENTS: May 2015 – July 2015Private Geophysical• Functional lead for design, build and implementation of Oracle Account Reconciliation Manager• Developed project scope and requirements• Developed formats, templates, workflows and all functional specifications• Developed administrative and user guides• Developed training and user acceptance testingApril 2015Oracle Collaborate Conference Las Vegas• Presenter for Oracle Hyperion Planning presentation and demoJune 2014 – February 2015Large Public U.S. Insurance • Functional lead for SAP BPC consolidated and statutory financial reporting models• Developed statutory reports to meet regulatory requirements• Developed improved consolidated report format for multiple reports• Performed requirements, design, build, and trained existing Finance and IT staff• Report Maintenance templates• Developed end user training• Hand-off and final knowledge transfer to client personnel

Internal Auditor in operations, financial, physical inventories, special projects and SOX audits.• Development of a standard change order process across all business segments• Process documentation and improvement across multiple business segments• First year SOX implementation for acquisitions• Identified cost savings and areas for efficiencies and improvements• Identified best practices and control recommendations• Inventory observations• Audit report writing• Supervision of staff auditors• Oracle applications

• Managed and performed complete corporate SOX testing and process documentation• Identified and resolved process gaps, areas for improvement• FCPA• Extensive travel to Mexico and domestic locations • Audit report writing• Supervision of staff auditors• SAP • Hyperion Financial Management• Oracle WMS

• SAP• JD Edwards • Hyperion Financial Management• Financial Reporting• Identified overbilling by subcontractor for cost recovery• Financial and compliance analysis of joint ventures• Liaison between internal audit, management and external audit for corporate SOX testing, status and documentation • Performed audits of acquired company using JD Edwards system• Construction project audits• Extensive travel and interaction with international business locations • Verbal and written presentations

• SEC and Fortune 500 clients including Williams Companies, Sysco Foods, Newpark Resources, BP, Neste Oil • Financial statement review• Data analysis• Sarbanes-Oxley compliance• Process review and documentation• Mentoring staff auditors and internsAudit skills include: Sarbanes-Oxley, financial statements, and financial data analysis, supervision/mentoring of staff auditors and interns, interaction with client executive management, middle management, project, operational, accounting and finance employees, report writing, presentations, contract and subcontract review, process review and recommendations, problem solving, negotiation.