Mario Lopez, CPA

Current

Business Venture - Personal Consulting Project at Mario Lopez, CPA
Blogger at Financial Culture, a blogger.com blog

Past

Consulting Engagements at Mario P. Lopez / Consulting
Operations Supervisor at Pearson Education
Senior Financial Analyst at Pearson Education

Senior Financial Analyst at LCC Consulting Services
Senior Analyst / Corporate Finance at Vector
Financial Analyst / Credit Worthiness at Mexican Stock Exchange

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3 more...

Education

Universidad ISEC

Recommended

2 people have recommended Mario

Connections

139 connections

Industry

Management Consulting

Websites

Mario Lopez, CPA’s Summary

I want to invite you to further acquaint you with my profile while working for financial institutions and global companies.

I also invite you to read my Contact Settings before sending and receiving invitations; while reading also my profile, I want to assure you my interest in developing an intensive and respectful link with you based mostly on feasible professional coincidences.

I welcome the opportunity to connect on Linkedin, network and discuss basically with decision makers about professional issues and opportunities.

S i n c e r e l y,

Mario Lopez, CPA
- Greater Mexico City Area
- Mexico

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- About Me

I'm a Senior Financial Planning and Business Analyst with a concrete practical background in developing, delivering and communicating decision-making and problem-solving alternatives intended to create operational (financial, business and informational) efficiencies to add value to these processes.

As a result of steady and positive professional development in the financial industry while serving as a Junior / Senior Financial Analyst, I'm seeking an opportunity to return to the salaried workforce to consolidate my experience in a financial environment in order to ensure a very concrete objective: To contribute intensively to strengthen its resources.

I seek a position where my experience and skills in managing key areas such as analysis, research, forecasting, credit worthiness, finance and administration could be leveraged to add a maximum value.

My passion is researching, developing and applying suitable models for financial analysis and decision making. I am highly proficient in these technical areas and able to effectively deliver detailed informational presentations to upper management.

How may I help you?

Mario Lopez, CPA’s Specialties:

* Bilingual (English / Spanish - Advanced Level),
* Blogging - (managing a bilingual financial blog),
* Financial Analysis & Planning,
* Project Management,
* Excel based Financial & Business Development Solutions,
* Informational Advisory to Corporate Clients and Investors,
* Financial Statements Analysis,
* Structured Financing Operations / Debt related Initial Public Offerings,
* Corporate Credit Risk Analysis & Management,
* Corporate Finance / Research

Mario Lopez, CPA’s Experience

Business Venture - Personal Consulting Project

Mario Lopez, CPA

(Management Consulting industry)

January 2009 — Present (11 months)

I'm proactively networking and analyzing employment opportunities on a full time basis; in the meantime I'm also structuring a personal business project in order to leverage and consolidate my professional expertise: build the foundations for a small sized company (known as "Pyme" or "Pequeña y Mediana Empresa" in Spanish) according to tailored entrepreneurial programs where the Mexican Government (Business Incubators at the Economy Ministry and State Governments) is sponsoring individual efforts aimed at creating and launching these companies.
Blogger

Financial Culture, a blogger.com blog

(Financial Services industry)

November 2007 — Present (2 years 1 month)

Developed and currently writing a bilingual blog focused on studying what Financial Culture means in terms of spreading a basic frame of reference about the financial industry as a whole as well as feasible alternatives to collaborate in a global educational effort intended to help people learn and understand a basic terminology commonly used in financial markets in these tough economic times.
Consulting Engagements

Mario P. Lopez / Consulting

(Information Services industry)

February 2002 — June 2008 (6 years 5 months)

Developed a variety of voluntary and personal consulting engagements in the Greater Mexico City area intended to develop ad-hoc computer based information management tools; key projects were: (1) a Microsoft Excel-based solution focused on assisting small-sized bookstores to migrate, manage and control inventories covering subsequently other retail businesses; (2) a Community Affairs blog.
Operations Supervisor

Pearson Education

(Public Company; PSO; Publishing industry)

June 1999 — January 2000 (8 months)

Initially recruited as a senior financial analyst for high-volume operations and subsequently transferred to turn around under-performing Customer Service foreign operations by analyzing, proposing and developing a coordinated administrative and operational structure by interacting regularly with the corporate staff in the U.S. (Pearson Education in Upper Saddle River and Old Tappan Road, NJ)
Senior Financial Analyst

Pearson Education

(Public Company; PSO; Publishing industry)

May 1997 — June 1999 (2 years 2 months)

Initially recruited as a senior financial analyst for high-volume operations and subsequently transferred to turn around under-performing Customer Service foreign operations by analyzing, proposing and developing a coordinated administrative and operational structure by interacting regularly with the corporate staff in the U.S. (Pearson Education in Upper Saddle River and Old Tappan Road, NJ)
Senior Financial Analyst

LCC Consulting Services

(Management Consulting industry)

February 1996 — January 1997 (1 year )

Contributed to increase the number of feasible business projects where the Firm was selected as a private financial consultant after working with consultants to oversee and redesign Excel-based analysis models related to these projects.
Senior Analyst / Corporate Finance

Vector

(Investment Banking industry)

June 1990 — March 1995 (4 years 10 months)

(Vector Casa de Bolsa): Developed and presented practical proposals contributing to create more efficient procedures involving credit worthiness analysis, planning and financial advisory intended to provide executives, colleagues, prospective corporate clients and investors with feasible problem-solving financial / operational alternatives: PowerPoint based executive presentations, due diligence (debt related IPO's), financial follow up (financial statements analysis, financial covenants analysis, Excel based models, investments advisory, proxy services).
Financial Analyst / Credit Worthiness

Mexican Stock Exchange

(Capital Markets industry)

June 1983 — June 1990 (7 years 1 month)

(Bolsa Mexicana de Valores): Developed and presented financial-fundamental reports for upper management by analyzing financial statements / key financial ratios intended to evaluate (and collaborate in approving the respective IPO's) credit worthiness of Mexican companies applying for additional short / medium / long term funds (Commercial Paper, Medium Term Notes, Debentures) in the Mexican Stock Market and becoming new listed companies.

Mario Lopez, CPA’s Education

Universidad ISEC

Certified Public Accountant , Accounting, Administration, Finance , 1978 — 1982

Created the Universidad ISEC Alumni Association Group on Linkedin.

Additional Information

Mario Lopez, CPA’s Websites:

Mario Lopez, CPA’s Interests:

- Financial Markets, - Investment Banking, - Equity Research, - Financial Literacy, - Business Leaders, - Computer Skills (focusing on financial modeling), - Blogging, - Classical Music, - Beijing Chinese Opera, - History, - Football, - Baseball, - Community Affairs, - Politics.

Mario Lopez, CPA’s Groups:

2009 / Member - Network Laptro. Networking group for Latino Professionals,
2009 / Member - Finance 3.0. Networking group for financial professionals,
2009 / Owner: Linkedin based group "Universidad ISEC: Alumno | Ex Alumno | Alumni",
2008 - Present / Member - MyVirtualPower Forum. Networking group,
2007 - Present / Owner: LinkedIn based group "Financial Culture",
2002 - Present / Owner: Yahoo Mexico Group "Accountants and Business Managers in Mexico".

International Academy of Financial Management
LinkedSEO
IFRSLIST.COM | Experiences, Resources, Ideas about IFRS
American Management Association
Linked Group Moderators
The Certified Public Accountants Group
Pearson
Financial Executives International (FEI)
Friends of the United States of America
Financial Risk Management Network
Chief Financial Officer (CFO) Network
Financial Culture | Financial Literacy
Small Business Online Community
PRMIA - Professional Risk Managers' International Association
Startup Specialists
Credit Risk Group
Green
Connect to Mexico
Structured Finance World
Association of Financial Analysts
Microfinance Professionals
Excel and VBA Users
Certified Public Accountant Group
Finance Industry Professionals Worldwide
Quant Finance
CPA Trendlines
Global Financial Markets
Tax & Accounting Blogging
AICPA Financial Literacy
IFRSUSA
Financial Analysts & Modelers
Mexican Jobs
Risk, Regulation & Reporting
Monte Carlo Simulation, Excel and Model Risk
Instituto PYME
Financial Services Career Group - eFinancialCareers US
NEW BANKING AND FINANCE
Financial Services Regulation
Career Change Central
Universidad de Negocios ISEC: Alumno | Ex Alumno | Alumni
What Recession?
Meeting the challenge for financial fitness
Banking Careers
Professional Bloggers
"The Lantern" Research - TLR
The Blog Zone - A community for serious bloggers
Finance Club
Risk Management
The Blog Promoter
Professional Risk Managers' International Association (PRMIA) Regional Group:Central & South America
PRMIA Mexico