Carlos Lopes
winter garden,Florida
Summary
Bilingual financial specialist with 25 years of success in leading/advising international and multi-cultural corporations through dynamic markets. Accomplished customer-focused leader with a track record of improving financial performance and productivity. Extensive experience with the airline, governmental, investment banking, logistics, and oil extraction/refining industries. Available for relocation and willing to travel. Experienced with financial strategy development, budgeting, and compliance. Utilizes comprehensive financial analysis to inform decision-making and drive organizational growth. Track record of leading cross-functional teams to achieve financial objectives. Diligent with robust background in financial leadership, strategic planning, and risk management. Successfully spearheaded initiatives that streamlined operations and optimized financial performance. Demonstrates proficiency in financial forecasting and team collaboration.
Overview
35
35
years of professional experience
1
1
Certification
Work History
CEO
Capital Quality and Strike Hill LLC
01.2016 - Current
- Provides financial planning and support to clients in order to help clients achieve their financial goals
- Assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired
- All of this must be done with adherences to ethics, best practices, and pre-established financial plans
- Coordination of the due diligence processes;
- Provide financial planning support to clients;
- Prepare financial plan and check their accuracy (forecast x actual);
- Assist in the development plans for the company;
- Offer subject matter expertise to fellow financial issues
- Achieved company growth by implementing strategic plans and streamlining operations.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Enhanced brand reputation with effective marketing campaigns and public relations efforts.
CFO
Carvalho Hosken - Construction
01.2012 - 01.2015
- Coordinate all activities related areas: Human Resources, Administrative, Financial, General Services, Information Technology, Communication, Utilities and Sustainability
- Oversaw budgets, payroll, and accounts payable and receivable.
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Vice President (Finance)
Manguinhos Oil Refinery
01.2009 - 01.2011
- Company Overview: Oil and Gas (Statutory)
- Hand-picked to provide oversight of business functions through the financial restructuring and operational turnaround of the organization
- Developed strategic plans to improve financial performance and served as the main point of contact among investors/stakeholders
- Led management teams and a 300-person staff with responsibility for operations, including accounting, finance, HR, investor relations, IT, procurement, treasury, and risk management
- Led efforts to effectively restructure organization, exit Chapter 11 bankruptcy, and increase share price from $0.07 to $0.70 within 2 years
- Enabled access to $130+ million capital under favorable terms and at a low interest rate by developing strong relationships in the banking industry
- Renegotiated the existing $50M financial debt with 15 banks resulting in a 40% debt reduction, payment extension of 60 months, and a 10 month grace period
- Oil and Gas (Statutory)
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
Consultant (Finance)
Brazilian Olympic Committee
01.2008 - 01.2009
- Recruited to manage the governmental funding of all projects involving the development and candidacy of the Rio de Janeiro 2016 Olympic Games campaign
- Promoted adequate public budgeting and a less bureaucratic structure throughout the organization
- Achieved the overall project goal of promoting and ensuring financial capability/control to the international community that selected the city of Rio de Janeiro to host the 2016 Olympic Games ahead of Chicago, Madrid, and Tokyo
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project progress.
CFO
VARIG Brazilian Airlines
01.2000 - 01.2008
- Company Overview: Public Company
- Returned to the organization to lead all domestic and international operations including accounting, finance, IT, HR, sales and treasury
- Focused efforts on cost reductions, optimization of resources, and establishing key metrics to measure performance
- Rebuilt leadership teams and provided oversight during restructuring processes as organization filed for Chapter 11 bankruptcy protection
- Successfully completed of the restructuring process in 2005, which resulted in the organization being acquired by the private equity firm MatlinPatterson Global Advisers LLC and further purchased by GOL Brazilian Airlines in 2007
- Public Company
- Oversaw budgets, payroll, and accounts payable and receivable.
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
Financial Manager
H. Dantas Maritime Transportation
01.1999 - 01.2000
- Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
- Increased financial efficiency by streamlining budget processes and implementing cost-saving measures.
- Created strategies to increase client revenue and reduce client spending.
- Managed essential personnel data and records.
General Manager
VARIG Brazilian Airlines
01.1996 - 01.1999
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Developed and implemented strategies to increase sales and profitability.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
Analyst
Fonte Cindam Investment Banking
01.1994 - 01.1996
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
Analyst
Fininvest Investment Banking
01.1992 - 01.1994
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
Trainee
Chase Manhattan Investment Banking
01.1990 - 01.1992
- Learned new materials, processes, and programs quickly.
- Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
- Attended training courses to build understanding of processes, techniques, and industry.
- Supported departmental tasks to increase understanding of industry processes.
Education
M.D. - Accounting And Finance
IBMEC
Brazil, IN01.1996
BBA - Accounting And Finance
Bennett
Brazil, IN01.1992
Skills
- Ethics and values
- Conflict management
- Decision making
- Motivational leader
- Hands On/Proactive
- Team player
- Communication skills
- Working well under pressure
- Cash Flow Management
- Financial Process Improvement
- Financial Strategy Development
- Regulatory Compliance Knowledge
- Strategic financial planning
- ERP System Implementation
- Debt Financing Expertise
Personal Information
- Citizenship: American
- Nationality: Brazilian
Certification
- Master of Business Administration (MBA) - Various accredited business schools.
- Six Sigma Certification
Languages
Portuguese
Native or Bilingual
Spanish
Professional Working
English
Full Professional
Timeline
CEO
Capital Quality and Strike Hill LLC
01.2016 - Current
CFO
Carvalho Hosken - Construction
01.2012 - 01.2015
Vice President (Finance)
Manguinhos Oil Refinery
01.2009 - 01.2011
Consultant (Finance)
Brazilian Olympic Committee
01.2008 - 01.2009
CFO
VARIG Brazilian Airlines
01.2000 - 01.2008
Financial Manager
H. Dantas Maritime Transportation
01.1999 - 01.2000
General Manager
VARIG Brazilian Airlines
01.1996 - 01.1999
Analyst
Fonte Cindam Investment Banking
01.1994 - 01.1996
Analyst
Fininvest Investment Banking
01.1992 - 01.1994
Trainee
Chase Manhattan Investment Banking
01.1990 - 01.1992
- Master of Business Administration (MBA) - Various accredited business schools.
- Six Sigma Certification
M.D. - Accounting And Finance
IBMEC
BBA - Accounting And Finance
Bennett
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