Mario Lopez, CPA

Current

Project Management at Business New Venture
Blogger (Personal Project) 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 at Mexican Stock Exchange

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Education

Universidad ISEC

Recommended

1 person has recommended Mario

Connections

121 connections

Industry

Management Consulting

Websites

Mario Lopez, CPA’s Summary

You are welcome to visit this page to further acquaint you with my background as a senior analyst while working for financial institutions and private companies.

I'm focusing my efforts to connect and network primarily with decision makers.

May I ask you to read my Contact Settings in order to work with you on developing an intensive link?

S i n c e r e l y,

Mario P. Lopez,
- Mexico City, Mexico

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- About Me

I'm a Financial Planning and Business Analyst with a concrete practical background at developing, delivering and communicating decision-making / problem-solving alternatives intended to create and improve operational (financial, administrative, informational) efficiencies being also able to add value to these processes.

For the time being, I’ve been working meticulously on leveraging and consolidating my knowledge by developing a mixture of personal and voluntary consulting engagements (currently developing a business venture) but in the meantime, I’m also researching and analyzing other full time based opportunities that could certainly contribute to strengthen my skills, knowledge and therefore, my professional scope and financial focus.

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

I’m deeply passionate and committed about continue adding value with a clear goal in mind: finding a new time to collaborate, continue growing and become -once again- a key partner in new professional projects either on a full time basis and/or consulting engagements.

How may I help you?

Mario Lopez, CPA’s Specialties:

* Bilingual (English / Spanish - Advanced Level),
* Blogging - (managing and writing 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

Project Management

Business New Venture

(Management Consulting industry)

January 2009 — Present (7 months)

In addition to having a clear goal in terms of analyzing new professional opportunities on a full time basis, I'm also working on leveraging my professional scope by partnering with a colleague in order to develop a joint business venture: analyze and build the foundations for a small sized company (known as Pyme or "Pequeña y Mediana Empresa" in Spanish).

Keeping in mind a complex economic / business outlook, we're researching and putting together the appropriate informational elements for a carefully crafted Business Plan prior to upcoming meetings with business advisers at Government-sponsored (State and Federal Programs) Business Incubators in Mexico supporting (financially and technically) entrepreneurial projects like this one.
Blogger (Personal Project)

Financial Culture, a blogger.com blog

(Financial Services industry)

November 2007 — Present (1 year 9 months)

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, financial covenants, Excel based models, investments advisory, proxy services).
Financial Analyst

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 (focus on financial modeling), - Blogging, - Classical Music, - History, - Football, - Baseball, - Community Affairs, - Politics.

Mario Lopez, CPA’s Groups:

2009 / Owner: Linkedin based group "Universidad ISEC: Alumno / Ex Alumno / Alumni",
2007 - Present / Owner: LinkedIn based group "Financial Culture",
2002 - Present / Owner: Yahoo Mexico Group "Accountants and Business Managers in Mexico"