Controller, Financial Reporting, GAAP, Budgeting, Forecasting

CAROL L. LOPEZ,

San Francisco CA, ***** 415-***-**** *********@*****.*** LinkedIn Profile

PROFESSIONAL SUMMARY

Big4 CPA (not active) Senior Accounting Leader with 15+ years of experience in multi-national companies in the technology industry. Responsible for all aspects of accounting, including revenue recognition (ASC 606), financial reporting, ERP implementation, internal controls, annual audits, and cash flow management. Delivered 3-day close to revenue recognition and reporting. Managed global accounting teams in S.F., Europe & India.

HIGHLIGHT OF QUALIFICATIONS

Collaboration with Cross-Functional Teams Financial Reporting Financial Analysis Month-end Close GAAP (Generally Accepted Accounting Principles) Cash Flow Analysis & Projections General Ledger

(JE’s and Reconciliations) Budget & Forecasting Customer and Vendor Contract Reviews Change Management System Implementations & Enhancements Team Training & Development PROFESSIONAL EXPERIENCE

Turnitin LLC, Oakland, CA Oct 2022 – Nov 2023

Revenue Director

Owned process over revenue recognition to reporting (monthly close, reconciliations, monthly flux analysis) for this innovator in the global education space: $250M in revenue with 1,000+ employees in India, Mexico, United Kingdom and United States.

• Worked as part of the implementation team to migrate data from the legacy NetSuite system to the new version of NetSuite.

• Managed the 14-person Accounts Receivable team (upon the resignation of the AR Manager) during the go-live phase of the new version of NetSuite.

• Created new reports to analyze deferred revenue, accounts receivable and unbilled revenue by customer. These reports provided better information when preparing the flux analysis. Identified customers that had not been billed.

Adenza (Calypso Technology), San Francisco, CA 2015 - 2022 Revenue Director

Owned Revenue Recognition (Forecasting, Contract Reviews, Billing/Collections, month and year end closing) for the Calypso Business Unit a front-to-back tech solution provider for fintech; with $250M in revenue 1,000+ staff in 20 global offices.

-Revenue Recognition Automation (NetSuite): Co-implemented & automated Order-to-Cash (OtC) process as member of project team of 8.

• Reduced month-end close to 3 days from 5, maintaining all other KPIs, following automation of Salesforce to NetSuite. Reported revenue end of Day 1.

• Collaborated as a key member of an 8-person cross-functional project team, integrating NetSuite with Salesforce to co-implement and automate the Order-to-Cash process. This initiative involved close coordination with Sales, Professional Services Ops, and Legal departments to ensure alignment with project objectives.

-Revenue Recognition Management

Owned revenue recognition process, policy / procedures as B.U. grew by 55% to $250M from 200+ customers.

• Managed a team of 9 in S.F. & India. Hired Managers in India in Revenue Accounting & Contract reviews.

• Led regulatory conversions w/no business interruption: GAAP 97.2 to ISA18 (2015-2016) to IFRS 15 (2017) to ASC 606 (2021). Completed year-end audits on time and w/o exceptions.

• Owned the sales commission process (accrual and payments) for the worldwide sales force. Consistently met the monthly reporting deadline (Day 15) to salespeople.

• Managed and updated companies' adherence to evolving Accounting Standards, ensuring all revenue generation processes were compliant.

Lucidworks Inc, Redwood City, CA 2012 - 2014

Vice President, Finance & Administration

Managed accounting functions, including General Ledger, Accounts payable, Accounts receivable,Taxes, payroll, and month-end close for this $5M embedded search development solution on Apache Lucene/Solr open-source software. Managed a team of 2 – 4 accounting and HR professionals. CAROL L. LOPEZ *********@*****.*** Page 2

• Halved to 5-day month-end close by cross-training team members in proactive close workflow/processes.

• Saved $5K / mo. in medical benefit costs while lowering employees’ contributions to plan. Entelos Holdings Corp. (Formerly Entelos Inc.), San Mateo, CA 2007 - 2012 Vice President, Operations & Administration / Vice President, Finance, September 2009 - March 2012

Controller, 2007 - December 2008

Owned Accounting, Finance, Human Resources & IT ops. Manage accounting functions: General Ledger, AP, AR, payroll, month-end close for this $7M software and services company serving global MNE customers in the pharmaceutical industry. Managed a team of 3 – 6 across accounting, HR and IT.

• Expense reduction by $500K annually by outsourcing IT infrastructure management & server room to 3rd-party data center.

• Expense reduction by $20K monthly when relocated administrative offices.

• Improved cashflow post-2008 cash crisis by taking payroll processing in-house in collaboration w/ Accountant.

• Key player in bankruptcy filing managing relationships with attorneys, insurance brokers, and bankers.

ADDITIONAL RELEVANT EXPERIENCE

CT Space (Form. Citadon), San Francisco, CA VP, Finance/Controller Mckesson Corporation, San Francisco, CA Director, Corporate Accounting Viafone Inc, Burlingame, CA Controller

Advent Software, San Francisco, CA Assistant Controller Applied Materials Inc, Santa Clara, CA Special Projects Manager KPMG Peat Marwick, Costa Mesa, CA & Montvale, NJ & S.F, CA Audit Senior Manager EDUCATION

California Polytechnic University, Pomona, CA

Bachelor of Science in Business Administration

SOFTWARE

• NetSuite

• Oracle

• Salesforce

• Open Air

• Intermediate Excel (pivot tables, lookups, sumifs, iferror)

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