Sergio Lopez Zerpa
San Diego,CA
Summary
Results-driven and detail-oriented accounting leader with over 15years of experience in financial management, analysis, and strategic planning. Expertise in budgeting, forecasting, financial reporting, and compliance, with a proven ability to manage complex financial operations and improve fiscal performance. Seeking to leverage my skills in real estate development accounting to contribute to Casa Familiar's mission of providing affordable housing and community development.
Overview
23
23
years of professional experience
Work History
Housing Case Manager
Comunilife, Inc.
01.2017 - Current
- Note: This role demonstrates direct, valuable experience with the population and mission Casa Familiar serves.
- Manage a diverse caseload of clients, conducting detailed assessments and creating service plans to improve outcomes and stability.
- Liaise with government agencies, healthcare providers, and community resources to secure benefits and services for clients, developing deep expertise in navigating complex regulatory and funding systems.
- Ensure strict compliance with program guidelines and reporting requirements for various funding sources.
- (The Intergovernmental Affairs and Big Brothers Big Sisters roles are valuable but can be listed briefly or considered for removal to keep the focus on finance and relevant transferable skills. They can be discussed in an interview.)
Finance Manager
Matuse, Inc.
01.2008 - 01.2014
- Partnered with founders to launch and scale a startup from $150K to $2M in annual revenue within 5 years, demonstrating strong financial acumen and business partnership.
- Spearheaded all financial operations, including AP/AR, payroll, and month-end close processes, ensuring accuracy and timeliness of all financial data.
- Managed logistics and inventory, reducing delivery times and enhancing cost efficiency across the supply chain.
- Led the successful expansion into e-commerce, generating over $600,000 in online revenue within two years.
Sr. Accountant & Finance Analyst
Ralph Lauren
01.2006 - 01.2008
- Improved financial performance for the Home Design department by 30% through diligent analysis of financial data, identification of budget overruns, and implementation of corrective measures.
- Led inventory management and project costing efforts, optimizing inventory levels and reducing carrying costs.
- Prepared accurate monthly financial reports, budgets, and forecasts, ensuring strict compliance with financial regulations and corporate policies.
Finance Analyst & Staff Accountant
SC Design Home Builder & Contractor
01.2003 - 01.2006
- Managed full-cycle accounting and financial operations for three subsidiary companies, improving reporting procedures and financial transparency.
- Supervised accounting teams and managed corporate cash flow to meet project-specific needs and deadlines, gaining direct experience in a project-based environment.
- Analyzed economic and project data to inform strategic financial decisions and mitigate risk.
Education
Master of Public Administration (MPA) - Policy Analysis and Evaluation
Baruch College
New York, New YorkBachelor of Science (BS) - Business Administration, Finance
San Diego State University
San Diego, CaliforniaSkills
- Real Estate Accounting Financial Reporting & Analysis Budgeting & Forecasting Accounts Payable/Receivable
- Bank & Account Reconciliation GAAP Compliance Audit Preparation & Support Project Cost Management
- Stakeholder CommunicationCross-Functional CollaborationClient advocacy Multicultural sensitivity
- QuickBooks Advanced Excel
- Fluent in Spanish (Native Speaker)
Timeline
Housing Case Manager
Comunilife, Inc.
01.2017 - Current
Finance Manager
Matuse, Inc.
01.2008 - 01.2014
Sr. Accountant & Finance Analyst
Ralph Lauren
01.2006 - 01.2008
Finance Analyst & Staff Accountant
SC Design Home Builder & Contractor
01.2003 - 01.2006
Master of Public Administration (MPA) - Policy Analysis and Evaluation
Baruch College
Bachelor of Science (BS) - Business Administration, Finance
San Diego State University
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