Nelson Lopes Email & Phone Number

Ridgefield, Ct, Us

Ridgefield, Ct, Us

Ridgefield, Ct, Us

Wilmington, De, Us

• Controller – Interim Controller for a financial services firm with annual revenues of $30M. Key responsibilities included month-end close, account reconciliations, covenant compliance, financial analysis, management reporting, internal/external audit, and other ad-hoc reporting/projects. Collaborated with CFO, and the Parent company Executives, to remediate material weaknesses through the design of robust controls and ensuring adherence to accounting policies and procedures. Overhauled processes via advanced Excel spreadsheets and Visual Basic to increase the efficiency and accuracy of routine corporate accounting and financial reporting functions including mortgage operations and commissions. •IPO – Assisted senior management of a firm with over $200M in annual revenues through the IPO process. Key contributions included the preparation of quarterly financial information, drafting of S-1 financial statements and MD&A, and preparing responses to SEC comment letters.•Financial reporting – Collaborated with senior members of management in the preparation of financial statements for private and public companies.• Transactions – Partnered with CFOs on deals ranging from $25M to $1.4B. Key contributions included creating net working capital forecast models and converting target company financials from non-GAAP to US-GAAP. •Technical accounting – Researched technical accounting matters and authored various memoranda in a variety of topics including revenue recognition, share-based compensation, segment reporting, business combinations, intangible assets, internally developed software costs, and SAB 99-108.

Gb

•Auditor-in charge on several private and public audit engagements covering a variety of industries including internet publishing, manufacturing, leasing, and technology.•Manager on the annual audit of two privately-held high-growth tech companies.•Worked on significant transactions including business combinations, carve-out financial statements, and IPOs.•Advised client management on revenue recognition, share-based compensation, capitalization of internally developed software costs, and other complex accounting areas.•Managed engagement team budgets and staffing.•New York Metro Tech Team SME on PwC's service delivery centers.

White Plains, New York, Us

•Created an interface which extracted relevant data from the general ledger and automatically populated reports used for the external audit. This project resulted in a more accurate and efficient monthly close process.

Us

•Assisted with pilot QuickBooks to Oracle conversion project•Forecasted cash requirements and provided other ad hoc reporting

Purchase, New York, Us

•Recorded cost of goods sold activity and performed monthly close procedures for the Western Pennsylvania and Eastern Kentucky Market Units•Streamlined reconciliation process

•Monitored $280M securitized loan portfolio and issued monthly reporting package to investors•Developed an Excel tool that eliminated significant manual processes in the securitized loan portfolio reporting process•Earned the Quality Award for successfully assuming the role of Accounting Manager during a 2-month period.

Bachelor Of Business Administration (B.B.A.), Finance

Accounting