Will Lopez Email and Phone Number
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An authentic and passionate business leader, Will is a seasoned finance and accounting professional that brings over 20 years of diverse business experience working with private companies and large international public companies in the Renewables, Power and Utilities, Energy and Consumer Products sectors. Currently, Will serves as the Renewables Sector Leader leveraging the RSM network to create comprehensive solutions for companies in the industry focusing on cleantech.Will is an advisor who partners with companies to navigate through complex transactions, business combinations, new accounting standards, and offerings. Most recently as the Co-Leader of RSM’s Capital Markets practice, Will provides timely counsel to business teams throughout the lifecycle of a SPAC or an IPO listing process while working collaboratively with all stakeholders (investment banks, law firms, auditors, financial consultants, and other parties) to achieve premium value. Will’s significant exposure working with senior executives, audit committees, and board of directors coupled with a deep understanding of corporate structures, operations and business processes allows him to provide timely counsel that equips business teams managing through complex business transactions. During his time at a Big Four firm, which included a national office consultant role, Will developed a deep knowledge of SEC rules and regulations and capital markets transactions. His experience allows him to collaborate with key stakeholders to provide value in advancing an organization’s strategic goals and vision. Business development, growth initiatives, employee network groups, leading large, diverse teams, talent strategy, and developing business strategy are key areas of Will’s leadership experience. In addition, Will presented at various conferences and webcasts and contributed to thought leadership publications. Will is passionate about adding value to others, developing leaders, and deepening valuable relationships with clients, colleagues, and friends. As an active leader in national and local cultural, diversity and inclusions (CD&I) initiatives, Will advances CD&I strategies through his roles as the Houston office Leader of RSM's Hispanic Organization for Leadership and Advancement (HOLA), member of Working Parents, and former Vice President of the Houston Chapter of the Association of Latino Professionals for America (ALPFA). Furthermore, Will served as an Oklahoma Regional Board of Junior Achievement board member. Currently, Will and his family reside in the Greater Houston Area.
Rsm Us Llp
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Partner - ConsultingRsm Us Llp Jan 2024 - PresentChicago, Illinois, UsCo-Leader of RSM’s Capital Markets TeamWill is responsible for talent development, client portfolio management, marketing solutions, practice matters, business development and developing and guiding firm strategy. Will advises clients during each stage of the listing process providing pre-IPO readiness services to assist companies successfully navigate through the going public journey including working with all stakeholders to advance public company readiness efforts across the enterprise. RSM Renewables Sector LeaderWill leads the firm's strategy and collaborates with leaders across RSM to create compelling comprehensive solutions to renewable energy companies in response to industry issues in the sector. Customized solutions from RSM Renewables include transformational events (capital markets, initial public offering (IPO), special purpose acquisition company (SPAC), strategic deals, carve-outs), complex financial instruments (hedging, debt and equity instruments), tax credits & incentives (IRA, clean energy incentives), valuation, financial planning & analysis (HLBV modeling, finance optimization), government contracting and technical accounting consulting. -
Director - Financial ConsultingRsm Us Llp Jan 2021 - Dec 2023Chicago, Illinois, UsAs a member of RSM’s Capital Markets Leadership Team, Will focused on companies in the process of transformational events. He provided pre-IPO readiness services to companies navigating through a capital markets transaction (traditional IPO, SPAC, or strategic deal), including advising and assisting companies successfully navigate through the deal process. From the preparation of financial statements under SEC standards, “unwinding” historical private company accounting policies, compliance with SEC rules and regulations, adopting new accounting standards, evaluation of business combinations, presenting Article 11 pro-forma financial information, and addressing technical accounting issues, Will collaborated with all stakeholder to drive the overall process with other service providers, including legal counsel and external auditors. In addition, Will and his team advised clients through readiness efforts in FP&A, Internal Controls, HR, Governance, ESG, and Tax. -
Director At PwcPwc Jul 2015 - Aug 2020GbWill led large multinational teams of SEC companies across multiple lines of services including the center of excellence teams. Responsible for all aspects of the audit, Will led teams through the execution of complex technical accounting areas, including implementing new accounting standards, internal control design and assessment, and SEC reporting matters. Will actively engage with senior executives and independent board directors on various regulatory and compliance matters. Previously, Will was located in Tulsa, Oklahoma. He was on the local leadership council focused on business operations including audit quality, human resources, talent acquisition, business development, marketing events, and community leadership. In addition, Will was the office Diversity and Inclusion Champion working with Firm leadership on driving strategy. -
Senior Manager - National Office- Sec Services GroupPwc Jul 2013 - Jun 2015GbWhile at PwC's National office, Will supported various SEC registrants. This support included the review of SEC filings associated with periodic filings, registration statements, capital market transactions, and business acquisitions. In addition, Will supported companies with intentions to go public from planning to effectiveness, including reviewing pre-clearance letters, financial statements, comment letters, and Form S-1 compliance. In support of capital market transactions, Will reviewed offering documents to raise funds (both registered and private offerings). Furthermore, Will assisted teams in resolving complex accounting and reporting matters surrounding business combinations, internal control matters, and various complex financial reporting matters including national office consultations. Will also presented at various internal and external PwC seminars, firm webcasts, and conferences on SEC reporting and accounting topics. Will also was a contributing author to various internal and external publications.
Will Lopez Skills
Will Lopez Education Details
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University Of Houston-Clear LakeAccounting And Finance
Frequently Asked Questions about Will Lopez
What company does Will Lopez work for?
Will Lopez works for Rsm Us Llp
What is Will Lopez's role at the current company?
Will Lopez's current role is Partner - Capital Markets Co-Leader /Consulting Services / Renewable Energy Sector Leader at RSM US LLP.
What is Will Lopez's email address?
Will Lopez's email address is wi****@****pwc.com
What schools did Will Lopez attend?
Will Lopez attended University Of Houston-Clear Lake.
What skills is Will Lopez known for?
Will Lopez has skills like Auditing, Financial Analysis, Internal Controls, Financial Accounting, Tax, Project Management, Sox 404, Business Analysis, Team Building, Business Development, Coaching, Leadership Development.
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