Carlos Lopez

Senior Accountant with more than 20 years of progressive accounting experience supporting multi-location organizations across the deathcare, nonprofit, engineering, construction, and manufacturing industries. Known for combining strong accounting fundamentals with a finance-oriented mindset to solve complex accounting challenges, improve financial processes, and deliver executive reporting that supports informed business decisions. Trusted by leadership to independently manage full-cycle accounting, mentor accounting professionals, streamline workflows, and serve as a subject matter expert for Workday ERP and Trust Preneed accounting.

Recognized for translating complex financial information into clear, actionable insights for both finance and operational leaders.

Senior Accountant at FOUNDATION PARTNERS GROUP (2022-11 – 2026-07)

Independently managed accounting operations for a portfolio of 23 locations, overseeing month-end close, financial reporting, reconciliations, executive reporting, and business partnership with operational leadership while improving accounting processes and mentoring staff.

• Managed the complete month-end close process from beginning to end for assigned operating locations, ensuring accurate and timely financial reporting.
• Prepared high-volume journal entries supporting accounts receivable, accruals, reclassifications, and recurring month-end accounting activities.
• Maintained general ledger integrity through detailed balance sheet reconciliations, variance analysis, and financial statement review.
• Designed and developed an Executive Financial Dashboard adopted by Accounting Leadership to improve visibility into financial performance and recurring executive reporting.
• Served as the department's primary Workday ERP and Trust Preneed accounting resource, providing technical guidance and resolving complex accounting and system questions.
• Resolved historical cash reconciliation issues dating back to 2018 by researching legacy transactions and restoring financial accuracy.
• Redesigned the accounting refund process, creating a more efficient and standardized workflow within the accounting department.
• Developed Excel VBA automation and reporting tools that reduced manual processing while strengthening reporting consistency.
• Partnered with operational leadership to explain financial results, investigate variances, and translate accounting data into actionable business insights.
• Supported external audits by preparing reconciliations, schedules, and supporting documentation.
• Trained more than 15 accounting and administrative employees while mentoring team members and reviewing accounting work.
• Led cross-functional process improvement initiatives involving Accounting, Operations, and Compliance.

Senior Staff Accountant at HOMELESS SERVICES NETWORK (2015-10 – 2022-11)

• Managed payroll accounting, onboarding support, bank reconciliations, accounts payable, and general ledger activities.
• Supported audit preparation, cash management, compliance, and monthly financial reporting.

Staff Accountant / Collections Supervisor at UNIVERSAL ENGINEERING SCIENCES (2010-04 – 2015-09)

• Supported month-end close, financial reporting, sales tax, reconciliations, and collections operations.
• Partnered with accounting teams to improve reporting accuracy and customer account management.

AP/AR Bookkeeper at JR DAVIS CONSTRUCTION (2008-09 – 2010-03)

• Managed accounts payable, accounts receivable, vendor payments, collections, and account reconciliations.

Accounts Payable Coordinator at JBT (2005-02 – 2008-08)

• Processed accounts payable, reconciliations, and journal entry support.

Bachelor of Science in Accounting – Western Governors University

Associate Degree in Business Management – Grantham University