Roman is an accountant with a deep-rooted passion for numbers and problem-solving, complemented by a solid foundation in business and accounting. With expertise in financial analysis, tax planning, and real estate accounting, he brings a wealth of hands-on experience in both personal and corporate finance. Proudly Cuban, Roman is driven by a relentless ambition to succeed and a strong commitment to making a positive impact on society. Known for his natural hustle and eagerness to collaborate, he is always looking for ways to innovate and contribute meaningfully to the world around him.
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Fund AccountantGen Ii Fund ServicesMiami, Fl, Us -
Tax AssociateLopez, Padial & Levi Llc May 2023 - Present -
Tax Associate - Real Estate, Income & GrowthPwc Jan 2023 - Apr 2023Gb• Rolled-forward workpapers to reflect prior year-end amounts for various entities in each client's corporate fund structure and reported directly to managers• Prepared and delivered tax estimates, e-file authorization forms, extension t-letters, and engagement letters for various entities to chief financial officers of each client• Collaborated closely with senior managers to ensure compliance of state and federal tax returns as well as submitting applications for extension of time to file for certain entities -
Brand Operations ManagerOfy Sep 2022 - Jan 2023Miami, Fl, Us· Successfully managed and oversaw all daily operations, including customer service, inventory management, and supplier relationships, for a high-end men's fashion boutique· Demonstrated exceptional skills in multitasking and working independently, as evidenced by single-handedly managing all aspects of store operations on a daily basis -
Advance Intern - Financial Services, Asset & Wealth ManagementPwc Jun 2022 - Aug 2022Gb• Collaborated directly with Asset & Wealth managers to record initial revisions of two corporations' prior year tax documents; including various State Return forms, Federal Returns forms, and K-1's• Prepared over 50 revisions of C-corp-level tax documents within PwC's DMS and TaxSource softwares and established blocker corporations for new mutual funds
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Advance-Start Intern - Financial ServicesPwc Jun 2021 - Jul 2021Gb• Engaged in daily trainings to gain proficiency in various analytical tools such as Alteryx, Tableau, and UI Path• Utilized 5 years of a 401(k)'s historical data in the process of developing an analytical proposal regarding strategies to increase volunteer involvement
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Start Intern - Internal Firm ServicesPwc Jul 2020 - Jul 2020Gb
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Tax & Treasury InternDel Monte Fresh Produce N.A., Inc May 2019 - Aug 2019Coral Gables, Florida, Us• Led several internal ventures simultaneously in order to facilitate future corporate market presence and to guarantee compliance with updated IRC and TCJA annual procedures• Initiated a paperless transformation initiative to enhance eco-friendly operations, contacted various international financial institutions to accurately construct and finalize FinCEN Form 114 filings -
Marketing And Public Relations InternAnatomy Jun 2018 - Aug 2018Miami Beach, Fl, Us -
Operations Assistant InternLunchology | Healthy Meals May 2018 - Aug 2018
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Public Relations InternJugofresh Jun 2017 - Aug 2017
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Accounting InternLopez & Partners, Llc Mar 2016 - Aug 2016Us
Roman Lopez Education Details
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Florida International University - College Of BusinessMaster Of Accounting - Macc (Taxation) -
Florida International University - College Of BusinessAccounting
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Florida State University - College Of BusinessAccounting
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Loyola University Maryland Sellinger School Of Business And ManagementAccounting And Information Systems
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Gulliver Preparatory SchoolHigh School Diploma
Frequently Asked Questions about Roman Lopez
What company does Roman Lopez work for?
Roman Lopez works for Gen Ii Fund Services
What is Roman Lopez's role at the current company?
Roman Lopez's current role is Fund Accountant.
What schools did Roman Lopez attend?
Roman Lopez attended Florida International University - College Of Business, Florida International University - College Of Business, Florida State University - College Of Business, Loyola University Maryland Sellinger School Of Business And Management, Gulliver Preparatory School.
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