Ricardo Lopez Email & Phone Number

Scottsdale, Arizona, United States

• Onboarded 21 new mobile home parks we acquired, growing our company size over 100% within 12 months.
• Researched 3rd party billing companies and contracted them for multiple parks reducing the time needed to process utility charges by 35% ensuring bills were sent out to over 7,400 tenants within our monthly deadlines.
• Spoke with on the phone and emailed over 44 property managers daily resolving tenant issues, home sale conflicts, maintaining accuracy in our tenant software, and fostering positive relationships with our managers.

Remote

• Led the Annual Budgeting process of over $32M in Department Cost for our ISC business including 5 different plants.
• Improved month end financial forecasts from 87% to a 95% accuracy working frequently with Controllership and the plant directors on upcoming monthly entries and continuous developments in the business.
• Calculated weekly short-range outlook forecasts and presented to the CFO and President week over week variances in department cost and operating income after reviewing with plant directors and finance managers.

Phoenix, AZ

• Booked standard/ad hoc journal entries during month end Close, performed balance sheet reconciliations & reviews, SOX external/internal audit reviews, production cost variance analysis, and physical inventories.
• Worked with program managers in preparing/presenting financials and forecasts for U.S. Navy, U.S. Air Force, and Government of Israel service contracts in review meetings held with the CFO’s and Controllership.
• Calculated and booked General Warranty Reserves of over $110M for 16 different plants.
• Created Tableau Dashboards to more efficiently pull and analyze plant production costs/warranty expenses cutting down the time required to calculate the warranty reserves for all sites by over 30%.

Phoenix, AZ

• Performed Revenue/Cost accounting for the Phoenix, Torrance, and ALS plants totaling $2.77B in annual sales.
• Led the entire Aftermarket Accounting Department in successfully completing the 5-month annual Standard Cost setting process involving the updating of costs for over 1.4 Million materials between 16 different plants.
• Constructed an Access Database to automate the Delayed Title Shipment Revenue Reversal process decreasing the total workload by 96% from a 6-hour long process down to only 15 minutes.
• Utilized Tableau to analyze and report to leadership Production Cost (PCV), Purchase Price (PPV), and Production Settlement (PSV) Variances weekly for my sites while working with ISC and the SAP ERP team to resolve.

Tempe, AZ

• Developed interactive Tableau worksheets and dashboards to analyze data trends regarding customer invoicing disputes and unapplied cash received in the Credit Collections department, highlighting to leadership the.
• Worked with senior management and individual credit analysts to identify quality issues and propose improvement solutions.
• Performed data research from historical reports analyzing labor and burden rates and contract terms in the Engineering Accounting department to closeout aged contracts where customers had requested resolution.

Scottsdale, Arizona, United States

• Spoke on the phone throughout the day with distressed customers, recorded details of their automobile accidents in our software, prepared claims for policy coverage verification, employing keen listening and empathy.
• Followed specific compliance and ethical standards while exceeding expectations on numerous occasions with perfect evaluation scores of 100%.
• Succeeded in a high-pressure multi-tasking environment, maintaining high customer satisfaction, and applying effective time management.

Scottsdale, Arizona

• Cold Called individuals, setup appointments over the phone and met with clients to discuss financial goals, investment timelines, risk tolerance, and sold financial investment/insurance products to meet client needs.
• Negotiated & closed on policy sales contracts, while building trusting relationships with individual clients and families, and meeting or exceeding sales quotas by 100-150%.
• Used a manual CRM system to record key details of phone and in-home conversations with clients and next steps on follow-up outreach and additional sales opportunities.

Glendale, Arizona, United States

• Consistently exceeded weekly sales targets by 150-200% in a very competitive field, building quick rapport with customers and overcoming customer objections daily.
• Worked assigned territories in various cities approaching 20-30 houses daily, presenting and demonstrating home security systems to interested customers, showing how customer could benefit from our product features and.
• Utilized our sales training and sales tactics to help customers realize the value and benefit of purchasing a home security system and trained new employees on this sales process.

Bachelor Of Science In Finance, Summa Cum Laude - 3.86/4.00

Applied Business Data Analytics, Summa Cum Laude - 3.86/4.00