Business Services
- Bookkeeping: Manage Daily Transactions
- Creation of Invoices
- Reports Generation (Daily, Weekly, Monthly, yearly)
Knowledgeable Local Sales Tax, VAT
- Cash Flow Management: Cash Flow Projection
- Bank Reconciliation
Maintaining Account Receivables & Payable
- Payroll: Management of payroll and taxes
- Setting up a NEW COMPANY & Managing chart of Accounts
- Taxes: Personal, Business, and Corporate
Planning: Reporting and advice to support growth
Quickbooks Services
- Quickbooks Setup
- Quickbooks Training
- Quickbooks Clean-up
Advisory
Reporting: Financial Statements, Budgeting and Forecasting.
- Analysis: Cash Flow, P&L and Balance Sheet Analysis.
ABout ME
I’m Santiago Lopez, a finance professional with a talent for combining data analysis & fiscal leadership.
Education:
Nassau Community College: Associate Applied Science in Business Accounting & Certificate in Business Administration.
Baruch College: Bachelor of Business Administration in Finance and Investments.
Career Highlights:
- Formed Plastics: Logistics Manager.
- La Bottega Restaurant: Operations Manager & Bookkeeper.
- Vice Media LLC: Financial Analyst.
- Natoora (US) Inc: Full Charge Bookkeeper.
- Enzo Biochem Inc, RXMD Medical Dynamics, & PepsiCo Media Studio: Senior Financial Analyst & Finance Manager.
Skills: MS Office, Excel, QuickBooks, Sage 50, Bloomberg Terminal, Oracle NetSuite, SAP Concur, FP&A software, Tableau.
Passionate about finance and operational excellence, I’m eager to connect and drive financial success together.
CLIENT REVIEWS
