Richard Lopez
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Richard Lopez Email & Phone Number

Financial Analyst Supervisor at Kaufman Rossin
Location: Miami Beach, Florida, United States 8 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Analyst Supervisor
Location
Miami Beach, Florida, United States
Company size

Who is Richard Lopez? Overview

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Quick answer

Richard Lopez is listed as Financial Analyst Supervisor at Kaufman Rossin, a company with 756 employees, based in Miami Beach, Florida, United States. AeroLeads shows a matched LinkedIn profile for Richard Lopez.

Richard Lopez previously worked as Billing Support Specialist at Kaseya and Financial Analyst at Blue Sky Advisory Services. Richard Lopez holds Bachelor Of Science In Business Administration (Bsba), Finance, General from University Of Central Florida.

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Email format at Kaufman Rossin

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Kaufman Rossin

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Profile bio

About Richard Lopez

Through my varying internships and professional experiences to date, I have learned to thrive in any environment, big or small, and make a difference. My past employers describe me as essential, creative, and personable. I believe my work ethic, expertise in industry software, and ability to create and excel in a cohesive work environment make me a viable candidate for any task. I adapt well and need little oversight. I have been responsible for the rapid growth of a consulting start-up’s valuation revenue sector, the best monthly sales performance for an automotive technician agency, and an unprecedented internal capital collection rate for the number one injury law firm in America. I enjoy thinking strategically and utilizing whatever resources I have available to create the absolute best output for my employer. In addition to hands-on experience in financial analysis, I have a proven track record in project management and leadership. As President of Delta Upsilon Fraternity at the University of Central Florida, I managed a substantial budget, orchestrated community outreach initiatives, and raised significant funds for philanthropic causes. These experiences equipped me with strong organizational skills, and ability to lead and thrive in collaborative team environments, and a passion for achieving tangible results. I seek a position where I can contribute my financial and leadership talents and skills to a growing organization.

Current workplace

Richard Lopez's current company

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Kaufman Rossin
Kaufman Rossin
Financial Analyst Supervisor
Miami Beach, FL, US
Employees
756
AeroLeads page
8 roles

Richard Lopez work experience

A career timeline built from the work history available for this profile.

Billing Support Specialist

Miami Beach, FL, US

Financial Analyst

Orlando | Tampa | Lakeland | Boca | West Palm Beach, FL, US

  • Developed custom data models, increasing client revenue reconciliation and project cost reconciliation efficiency by up to 1600%.
  • Streamlined company financials and provided valuation support, optimizing client savings and negotiation during due diligence.
  • Engaged potential buyers and prepared investor presentations for two multimillion-dollar companies.
  • Responsible for a 200% increase in valuation revenue by automating valuation models and integrating comparative industry data.
  • Enhanced all Excel products with conditional formatting, pivot tables and charts, slicers, data queries, validation lists, functions.
Jan 2024 - Jun 2024

Financial Analyst Internship

Orlando | Tampa | Lakeland | Boca | West Palm Beach, FL, US

  • Orchestrated client and investor presentations and managed internal resource planning, enhancing meeting efficiency.
  • Incorporated functions such as SUMIFs, NPV, IRR, FILTER, INDEX MATCH, and various logical/DATE functions into data models.
  • Executed company valuations, KPI Calculations, trend analysis, and industry benchmarking.
  • Established strategic relationships through research and outreach to business professionals.
Sep 2023 - Dec 2023

Financial Analyst Internship

Electromotive Solutions Incorporated
  • Produced sales and operation forecasts using excel FORECAST functionalities, including seasonality and pivot data manipulation.
  • Implemented cost-saving measures by reducing Accounts Receivable by 30% and managing Accounts Payable using QuickBooks.
May 2023 - Aug 2023

Accounting Intern

Orlando, FL, US

  • Automated capital call sheets across seven major locations using due date pop-up alert and conditional formatting in Excel.
  • Automated referral collections for all office locations using SUMIF, FILTER, SLICER functions, reducing reconciliation time by 530%.
  • Conducted account reconciliations using Oracle NetSuite, ensuring the accuracy of financial records.
  • Validated bank deposits and trust disbursements for branches in seven prominent cities.
  • Generated consolidated invoices for services offered to M&M and confirmed vendor bill requests for all specified locations.
Jul 2022 - Jan 2023

Accounting Intern

Electromotive Solutions Incorporated
  • Created invoices, logged payments, and performed proper customer retention management duties
  • Communicated with customers about delinquencies and scheduled their payments.
  • Manage balance sheets and profit/loss statements as well as assist with monthly, quarterly and annual closings
  • Prepare budget and revenue forecasts as well as important financial statements
May 2020 - Aug 2021

Vacuum Molds Engineering Intern

  • Created machining and manufacturing procedure that maximized time efficiency to insure increased productivity
  • 1000+ quantity orders fulfilled using my mold designs
Jun 2018 - Sep 2018
Team & coworkers

Colleagues at Kaufman Rossin

Other employees you can reach at kaufmanrossin.com. View company contacts for 756 employees →

1 education record

Richard Lopez education

  • University Of Central Florida
    University Of Central Florida
    General
FAQ

Frequently asked questions about Richard Lopez

Quick answers generated from the profile data available on this page.

What company does Richard Lopez work for?

Richard Lopez works for Kaufman Rossin.

What is Richard Lopez's role at Kaufman Rossin?

Richard Lopez is listed as Financial Analyst Supervisor at Kaufman Rossin.

Where is Richard Lopez based?

Richard Lopez is based in Miami Beach, Florida, United States while working with Kaufman Rossin.

What companies has Richard Lopez worked for?

Richard Lopez has worked for Kaufman Rossin, Kaseya, Blue Sky Advisory Services, Electromotive Solutions Incorporated, and Morgan & Morgan, P.A..

Who are Richard Lopez's colleagues at Kaufman Rossin?

Richard Lopez's colleagues at Kaufman Rossin include Debbie Amditis, Alec Faraldo, Yan Kristopher Valdes, Liann Balsera, Cpa, and Jannine Crotty.

How can I contact Richard Lopez?

You can use AeroLeads to view verified contact signals for Richard Lopez at Kaufman Rossin, including work email, phone, and LinkedIn data when available.

What schools did Richard Lopez attend?

Richard Lopez holds Bachelor Of Science In Business Administration (Bsba), Finance, General from University Of Central Florida.

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