Scott Lopez Email & Phone Number

Overland Park, Kansas

Olathe, Kansas

Leawood, Ks

• Provided service for and grew a book of business with $7M in assets and 300+ clients• Developed relationships with tellers, personal bankers and the call center in order to generate leads

Spring Hill, Kansas

• Passed Series 7, Series 66, Health and Life Insurance exams all on the first try• Through face to face interactions at residences and businesses, built a pipeline of over 400 prospects

Overland Park, Ks

• As a leader in the department I collaborated with all levels of management in various departments, including executives, to help drive business results and improve processes such as increasing availability under our asset based loan, financial results and receivables aging• Prepared monthly business presentations in PowerPoint for the CFO of YRCW as well as the Presidents and CFO's of the 4 operating companies under YRCW.• Led, trained, coached, delegated to and conducted reviews for three direct reports. We were in charge of daily, weekly, and monthly reporting most of which were automated through SQL, VBA, Java and SAS • Maintained and updated a large Access and Excel based model which provided lenders and operating companies with monthly receipts forecasts. In 2015, forecasted nearly $2 billion in cash receipts within a 0.18% variance• Developed a model in Excel which calculated DSO by customer. The model rolled up from the Collector level all the way to the Director level. This report was valuable in identifying unprofitable customers as well as adding the ability to gauge collectors on an level playing field • Worked with Treasury and Accounting to develop a financial model in Excel which forecasted the monthly borrowing base availability. The model output was sent to lenders as part of loan compliance• Created financial models in Excel which were used for forecasting cash flows, expenses and could include various revenue or expense scenarios • Implemented a new business unit into existing reporting. This included re-budgeting overhead allocations, implementing the new unit into asset based loan calculations as well as partnering with IT in order to obtain the necessary data. Received an award for going above and beyond• Helped improve DSO by nearly a full day by analyzing data to identify root cause issues and providing the case to management to implement change

Overland Park, Ks

• With little guidance figured out how many financial models were pulling data and working together to produce dozens of reports. Recognized by the Director and VP for this accomplishment as the reports dictated work focus for over 200 employees, provided insight into borrowing base collateral and were used to forecast the cash flows for all operating segments • Produced the monthly headcount report for the department and explained any variances• Using Excel and Khalix, I was in charge of the annual budget and consolidated budget for 16 departments. This included monthly variance analysis reports, expense trending, identifying and re-posting GL entries which were mis-coded, accruing expenses, re-forecasting and identifying unnecessary costs

Overland Park, Ks

• Created a financial model forecasting the P&L, balance sheet and statement of cash flows for a recently acquired product line for the company and presented the findings to CFO and President• Forecasted cash flows for all product lines of the company in order to ensure bank compliance and bank covenant requirements• Developed a series of complex spreadsheets on a regular basis which helped management indecision making• Coordinated bank audits on inventory, accounts receivable, and borrowing base compliance• Conducted monthly variance analysis and reporting for all product lines for both management andbank lenders

Overland Park, Ks

• Called past due customers to collect AR• Managed letters of credit for international factories• Supervised the processing of all credit applications and references• Worked with internal customers and upper management on credit concerns• Managed the credit insurance policy

Merriam, Ks

Full cycle close, reconciliation and GL entriesResponsible for AR collections and credit checks on potential customersRan P&L reports for each departmentWorked with the Controller on the annual budget

Masters, Finance

Graduated in March of 2011 with a 3.8 GPA.

Bachelor'S Degree, Accounting