Roland Lopez
Houston,TX
Summary
Accomplished and seasoned Chief Financial Officer with over three decades of experience driving financial excellence, strategic growth, and operational efficiency across diverse industries. A trusted advisor and strategic partner to executive leadership, adept at aligning financial initiatives with organizational goals to maximize profitability and shareholder value. Proven track record of leading complex financial transformations, M&A activities, and capital market transactions. Excel in building high-performing finance teams and fostering a culture of innovation and continuous improvement. Seeking to leverage extensive expertise and leadership acumen to drive sustainable growth and financial success for a dynamic organization.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Chief Financial Officer
Petro IT
02.2023 - Current
- Provided senior-level financial and strategic leadership for a worldwide Sales as a Services (SaaS) company
- Managed over 30 staff in the US and abroad with operations in India
- Petro IT provides best-in-class software solutions supporting the build-out, maintenance and operations of energy assets
- Worldwide organization dedicated to helping asset owners and operators improve productivity of their systems while at the same time enhancing safety, compliance and reliability of life cycle of their operations
- Restructured the entire financial function and prepared it for growth and scaling into different areas beyond the energy sector
- Developed processes to manage worldwide operations and different tax structures to best meet the needs of a global entity
- Expanded their reach by growing markets they serve using the same systems built for the energy sector that were easily transferable in other segments
- Raising Capital to adapt to rapidly growing company in multiple new markets and building as sustainable plan ready for high growth.
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Analyzed operational issues and implemented corrective action to maximize profits.
Lead Restructure Advisor
TPG Capital
01.2021 - 11.2022
- Advised on company Joint Venture and designed financial apparatus for an RNG three-way endeavor
- Interim CFO advisor to President for merged entity
- Responsible for ERP and financial infrastructure selection with TPG Capital advisors as well as hiring plan for Finance and Accounting groups
- Implementation Roadmap for ERP, reporting scheme, FP&A, and roles and responsibilities
- S-1 filing preliminary preparation and diligence
- Planned Operational Finance metrics to help identify and monitor inefficiencies to allow Finance to adjust and correct.
- Built and maintained relationships with clients to provide ongoing support.
- Facilitated communication and collaboration between departments to help business function smoothly.
Sr. Director - Financial Strategy and Restructurin
The Hackett Group
11.2018 - 12.2020
- Managed numerous consultants and over $24M in contracts/engagements
- Advised companies and C-suite executives on an array of financial matters from finance to operations to process
- Breakdown organizations to maximize cash flow, operations, reporting and all things
- Restructured companies’ financial health with reporting tools, key indicator reports, operational finance strategies, efficiencies, FP&A strategies, and other tactical strategies
- Looked at pricing and revenue drivers to help improve growth and gross margin
- Developed strategies that incorporated finance, HR, FP&A and Supply Chain and ensure interconnect with a common path
- Organized and helped cultivate SOWs with true solutions or preliminary assessments while later developing well thought out future state plans through discovery of internal systems, processes, and current state inefficiencies.
- Mentored junior chefs, providing hands-on training in various cooking techniques and kitchen management skills.
- Managed inventory control processes, reducing food spoilage rates through effective stock rotation practices.
- Optimized project timelines by effectively delegating tasks and prioritizing workload among team members.
- Cultivated a culture of innovation by promoting creative thinking and encouraging employees to take calculated risks in pursuit of solutions.
Chief Financial Officer
Legend Well Site Solutions
01.2017 - 09.2018
- Structured Legend WSS startup entity in the oil and gas industry
- Worked as co-CEO as well to develop strategies that would grow and scale Legend WSS organically and mainstream
- Organic growth developed through private equity players looking for chemical and technical expertise and mainstream through executed MSAs with major oil and gas operators and producers
- Set up the financial infrastructure, negotiated contracts (MSAs), drove the planning process (FP&A), grew cash and paid off seed capital at an accelerated rate
- Lead all aspects of FP&A, cash flow, strategic corporate initiatives, A/P and A/R, HR and Legal
- Managed all aspects of upcoming M&A of small competitors
- Generated revenues just under $50M in first full year of operations with one contract/MSA in place
- Developed finance organization to drive discipline and performance to grow company and strengthen controls.
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Analyzed operational issues and implemented corrective action to maximize profits.
Advising Consultant (CFO Advisory)
Descon Construction
01.2015 - 11.2016
- Multi-family and commercial construction entity in Rio Grande Valley (RGV)
- Manage and supervise finance team, including accounting, budgeting, forecasting, and financial analysis
- Collaborate with project managers, architects, and contractors to develop project budgets, cost estimates, and financial plans
- Provide financial leadership and guidance to executive management and board of directors
- Develop and maintain relationships with banks, investors, stakeholders to secure financing/funding for construction projects
- Monitor and manage cash flow, debt, and other financial metrics to ensure company's financial stability and sustainability
- Prepare financial reports, presentations, and analyses for internal and external stakeholders
- Ensure compliance with financial regulations, laws, and accounting standards.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
Interim Corporate FP&A and Supply Chain VP of Finance
TPG Capital (Nexeo Solutions)
01.2011 - 01.2015
- Enhanced company’s 3-year and 5-year plans to scale business before going public, restructuring finance organization by leveraging SAP and BW business tools to re-formulate trends, budgets, forecasts, and annual plans and partnering with TPG Capital Advisors and Bain & Company to develop an end-user strategy based on KPIs and metrics
- Analyzed and conducted due diligence for on-going M&A activity while prospecting other strategic fits for acquisition
- Guided Supply Chain function through cost-reduction strategies that included full FP&A restructuring for Cap-Ex, better management of key initiatives, and higher productivity and efficiency through network optimization and change management.
- Analyzed business plans to validate and identify investment opportunities.
- Identified key performance indicators and established benchmarks to measure progress toward company objectives.
C-Suite Advisor / Acting VP of Americas and International Finance
Technip USA
01.2007 - 01.2011
- Senior Consultant for Subsea division, leading financial projects as well as restructuring and valuation of segment entities
- Performed extensive financial modeling and monitored large contractual agreements and negotiations
- Formulated strategies for annual planning cycle, cost reduction and efficiencies and developed better reporting schemes.
- Built and maintained relationships with clients to provide ongoing support.
- Facilitated communication and collaboration between departments to help business function smoothly.
- Planned, developed, and implemented strategies to convey information with key decision makers.
COO Advisor on M&A, Corporate Financial Planning and Restructuring
Direct Energy
01.2003 - 01.2007
- Ran a staff of 18 and over $80M in M&A transactions.
- Integrated all acquired companies to parent company financial systems post transaction.
- Selected as Senior Consultant overseeing FP&A and operations organization (COO), developing a plan for the upcoming fiscal year and expanding strategy for the COO office to create analytics for measuring and optimizing the business
- Initiated the development of a complex model incorporating Income Statement, Balance Sheet & Cash Flow statement.
Senior Portfolio Manager
Sprint E|Solutions
01.2001 - 01.2002
- Provided senior-level leadership for $500M Value-Added Services product line, combining expertise of rapidly evolving internet infrastructure industry with research on regional/national demographics to create powerful market strategy and recommending best pricing, product positioning, and product development improvements to executive management team
- Led all group/product-related negotiations and relationship building efforts to establish key alliances and strategically position products against competition
- Served as main contact for building internal cooperation with Product Group, Finance, and other staffs/organizations
- Selected to create financial/marketing strategy governing product launch from new Sprint subsidiary
- Key contributor in forming strategies for several product launch phases that successfully penetrated a well-saturated market
- Improved margin and production cost by using internal and partner expertise to enhance product line, driving up production.
Various Senior Financial Positions
dell computer corporation
01.1993 - 01.2001
- Key contributor to corporate financial team that successfully supported multiple business segments during period of rapid growth where revenue increased from $635M in 1993 to more than $32B in 2001
- Supervised as many as 40+ employees providing and managing pricing recommendations for large opportunities, financial planning and analysis strategy, budgeting, forecasting, for several major products lines and business units (domestic and international; primarily in the Western Hemisphere)
- Worked in almost every segment and product line functional areas while at Dell Computer
- Learn the different facets of finance from bottom up to managing EPS and preparing finance leadership for analyst calls on company wide initiatives, growth, problem areas and trajectory of future earnings for the company
- Began M&A work as Dell started acquiring assets that complimented their business and set it on path for hyper-growth.
Senior Executive Consultant - Finance (FP&A), Operations, Strategy, M&A, Due Diligence
Sage Republic Ventures
01.2002 - Current
- Solo practice formed for independent engagements over the course of career.
- Independent consultant with a wide variety of clients in the private equity and public sector
- Expertise in FP&A (nearly every engagement), development and consolidate reporting schemes (some architectural design acting as a liaison between IT and Finance), S-1 and S-4 filing; analytics, ad hoc analysis, operational finance, P&L management, guided due diligence, successfully complete mergers, acquisitions (All phases; due diligence, transaction, post transactions and integration), and coordinate financial restructuring.
Education
Bachelor of Arts - Business Administration And Economics
Southwestern University
Georgetown06.1994
Skills
- Strategic financial planning
- Reporting expertise
- Budget Development
- Financial Strategy Development
- Corporate leadership
- ERP System Implementation
- Strategic Planning
- Management Team Leadership
Certification
- Texas Real Estate Salesperson
- Former NASD IA & IB (State of Texas) and NFA member (CTA commodity trading advisor) - 2005-2009
- CFA Candidate
Interim Roles
- C-Suite roles
- Corporate Financial Mgmt
- Financial Strategy
- M&A Transactions
- Buy & Sell Side
- Financial Due Diligence
- Valuation & Analysis
- Financial Modeling
- CapEx / OpEx Analysis
- Restructuring
- Private Equity/PPM
- Board Presentations
Board Advisory Roles
- AnethesiaOS, Cloud-based, modular EHR formulated for speed, intuitiveness and mobility. Lead advisor on financial structure. Additionally, advised on product and revenue subscription concepts.
- Qlue, Marketing and viral promotions agency with a proprietary smartphone application. Advised on company structure, financial structure, raising capital/PPM, developing revenue streams and growth plans.
- Vitalz, Inc, Provider of Web-based scheduling and resource management for the health care industry (acquired by Oracle Corp). Silent investor and financial advisor through start-up phase as well as collaborated with principal to secure seed & 1st round funding.
Languages
Spanish
Native or Bilingual
Timeline
Chief Financial Officer
Petro IT
02.2023 - Current
Lead Restructure Advisor
TPG Capital
01.2021 - 11.2022
Sr. Director - Financial Strategy and Restructurin
The Hackett Group
11.2018 - 12.2020
Chief Financial Officer
Legend Well Site Solutions
01.2017 - 09.2018
Advising Consultant (CFO Advisory)
Descon Construction
01.2015 - 11.2016
Interim Corporate FP&A and Supply Chain VP of Finance
TPG Capital (Nexeo Solutions)
01.2011 - 01.2015
C-Suite Advisor / Acting VP of Americas and International Finance
Technip USA
01.2007 - 01.2011
COO Advisor on M&A, Corporate Financial Planning and Restructuring
Direct Energy
01.2003 - 01.2007
Senior Executive Consultant - Finance (FP&A), Operations, Strategy, M&A, Due Diligence
Sage Republic Ventures
01.2002 - Current
Senior Portfolio Manager
Sprint E|Solutions
01.2001 - 01.2002
Various Senior Financial Positions
dell computer corporation
01.1993 - 01.2001
Bachelor of Arts - Business Administration And Economics
Southwestern University
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