CARLOS J. LOPEZ
Finance Analyst
San Juan, US.About
Highly analytical Finance Analyst with 5+ years of experience, specializing in FP&A, financial modeling, and data-driven insights to optimize executive decision-making. Proven track record in improving reporting workflows and managing over $100M in energy, infrastructure, and real estate projects. Adept at cross-functional collaboration and developing robust financial tools to drive business growth and efficiency.
Work
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Summary
Currently serving as a Finance Analyst at a leading renewable energy Independent Power Producer, building financial models and optimizing reporting for large-scale solar and storage projects.
Highlights
Developed comprehensive financial models for a 400 MW solar + storage project pipeline, directly influencing investment decisions and securing internal approvals.
Orchestrated cross-functional collaboration with legal, development, and technical teams to align budgets, timelines, and optimize project financing terms and ITC monetization.
Directed budget vs. actuals tracking across 4 development-stage assets, identifying and reallocating $1.2M in cost variances to enhance capital efficiency.
Designed and implemented executive reporting and tracking tools, enabling C-suite to monitor plant construction progress and forecast project cash flow effectively.
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Summary
Managed financial analysis for a leading real estate and construction company, enhancing forecasting accuracy and supporting significant development projects.
Highlights
Improved and optimized Excel models for hospitality and condo assets, enhancing forecast accuracy by 15% and supporting robust financial planning.
Engineered VBA tools to automate complex financial reporting, significantly reducing manual effort and minimizing data errors.
Provided financial oversight for a $20M hotel redevelopment and a $70M residential development, managing capital expenditure tracking and comprehensive investor reporting.
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Summary
Provided financial and accounting data modeling for a leading healthcare real estate company, streamlining valuation processes and optimizing portfolio performance.
Highlights
Automated valuation report generation for a $500M+ real estate portfolio, decreasing turnaround time by 80% and boosting operational efficiency.
Implemented VBA-driven solutions to clean and standardize quarterly valuation data across 30+ assets, ensuring data integrity and consistency.
Developed sophisticated JV equity waterfall models for 4 partnerships, precisely modeling IRR-based distributions and complex promote structures.
Skills
Financial Modeling
Financial Modeling, Valuation, Cash Flow Forecasting, FP&A.
Budgeting and Forecasting
Budgeting, Forecasting, Financial Planning.
Cash Flow Forecasting
Cash Flow, Forecasting, Financial Analysis.
Valuation
Valuation, Asset Valuation, Portfolio Analysis.
FP&A
FP&A, Financial Planning & Analysis, Budget Management.
Excel
Excel, Spreadsheet Modeling, Data Analysis.
VBA Macros
VBA, Automation, Scripting, Reporting Automation.
PowerPoint
PowerPoint, Presentations, Financial Reporting.
PowerBI Dashboards
PowerBI, Dashboards, Data Visualization, Business Intelligence.
Microsoft 365 suite
Microsoft 365, Office Suite, Productivity Tools.
SQL
SQL, Database Querying, Data Extraction.
Team Collaboration
Teamwork, Cross-functional Collaboration, Stakeholder Management.
Analytical Thinking
Analytical Skills, Problem Solving, Data Interpretation, Financial Analysis.