Pete Lopez Email & Phone Number

California, United States

San Francisco Bay Area

Granite Bay, California, Us

MontPac, for nearly 20 years has been providing Outsourced Accounting and CFO services to the entire innovation economy / hypergrowth technology companies (SaaS, Life Science, AI, eCommerce, Gaming, eSports, Property Management, MedTech, EdTech, Construction Tech and beyond). Founded by a Fortune 500 CFO nearly 20 years ago, and now a well established organization with 350 professionals and a current book of 750 clients. Our legacy continues to be High Quality, Cost Efficient and Custom Services tailored to each company needs. Proper accounting and financial reporting supported with KPIs, Metrics and a Dynamic Financial Model that matches your story so you can focus on building the company and together report timely and eloquently to your board.

Us

San Francisco, California, Us

For 25+ years, ^Kranz has been the recognized leader in providing superior integrated accounting, financial & administrative consulting advisory services.

Palo Alto, Ca, Us

Responsible for identifying opportunities and acquiring customers for outsourcing CFO, FinOps; PeopleOps and all types of insurance (Risk). Initiated and provided guidance on internal and external business development operations, marketing and brand recognition. Results are successful growth of revenue, client base, market presence, technology use and data intelligence.· Initiated and participated in development of an “Escalon Sales Playbook”, which incorporated effective scenario messaging, pipeline management, customer acquisition, onboarding, relationship retention and expansion in a PAAS environment· Responsible for Business Intelligence of entire ecosystem of new clients, investors, target leads and their demographics· Assist in marketing plan for brand recognition with web development, hosting networking events and attending multiple in market industry events to identify and acquire clients· Completed partnership programs and revenue share with leading industry service providers· Customize Salesforce to capture key information of ecosystem referral sources: investors, bankers, accounting firms and other centers of influence

San Jose, Ca, Us

Seasoned businessperson commissioned to grow the tempCFO Brand, client base, office, footprint and upgrade corporate infrastructure by relying on my experience and skillset and wearing multiple hats. Results were successful growth of revenue 6x, client base 2x, headcount 4x, offices 3x, technology use, policies and procedures and business intelligence.• Developed a “Sales Playbook” for the organization, which was the backbone for managing pipeline, customer acquisition, onboarding and relationship management• Provided market research and strategy to enter new markets and offices in Los Angeles & New York that resulted in new hires, their training and exceeded revenue goal of each office• Contributed and owner of company-wide projections, strategy and execution• Customized Salesforce to capture key information of ecosystem• Prepared board packages, executive summaries, business plans, and projections• Responsible for Business Intelligence from multiple sources to create efficiencies• Created marketing plan for brand recognition and value with collateral, webinar series, web development, hosting networking events and attending multiple in market industry events to identify and acquire clients• Completed partnership programs and revenue share with leading industry service providers • Recruited key personnel and began a screening process to assist in vetting• Grew headcount 4x • Identified, evaluated and implemented PSA software (NetSuite) - a cloud-based accounting solution, which included timesheet management, resource management, project management and invoicing• Advised clients and negotiated venture debt on their behalf

San Jose, Ca, Us

Santa Clara, Ca, Us

Bs, Finance

Education record