Roland Lopez
Chief Financial Officer at Platte River Services Co, LLC | Houston, Texas, United States
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Roland Lopez is a results-focused professional currently serving as an Executive Consultant at Toroso Investment & Venture Capital, where he leverages his extensive expertise in financial planning and analysis (FP&A), finance strategy, mergers and acquisitions (M&A), due diligence, restructuring, and valuation. With a proven track record of driving financial, operational, and strategic goals, Roland excels in developing comprehensive financial models and conducting in-depth business analysis that informs critical decision-making processes for his clients. His ability to dissect complex business plans and evaluate potential mergers and acquisitions has positioned him as a trusted advisor in the private equity space.
One of Roland's key projects involved restructuring AmericanInfo Source, a financial services company, where he led a team of analysts and provided strategic guidance to the CFO. This engagement not only showcased his leadership skills but also highlighted his proficiency in operational finance and cash flow management, essential for navigating the intricacies of financial restructuring. Roland's analytical acumen enables him to assess product viability and new market opportunities, ensuring that his clients are well-equipped to make informed investment decisions.
His skill set encompasses a wide array of financial disciplines, including hedge funds, GAAP compliance, and the use of advanced financial tools such as Hyperion HFM. By combining these skills with his deep understanding of valuation and analysis, Roland delivers insightful reports that drive actionable strategies for growth and profitability. As he continues to consult with a diverse range of clients, his commitment to excellence and strategic foresight remains a cornerstone of his professional ethos at Toroso Investment & Venture Capital.
Chief Financial Officer at Platte River Services Co, LLC in November 2024 to Present
Chief Financial Officer at Petro IT in August 2023 to November 2024
Executive Consultant | FP&A, Finance & Strategy, M&A, Due Diligence, & Restructuring at Sage Republic Ventures (formerly TIC) in March 2002 to November 2024
Executive Consultant | FP&A, Finance & Strategy, M&A, Due Diligence, Restructuring, & Valuation at Toroso Investment & Venture Capital in March 2002 to November 2024
Chief Financial Officer at Legend Well Site Solutions in January 2016 to November 2017
Senior Portfolio Manager at Sprint E|Solutions in February 2001 to March 2002
Senior Financial Manager at Dell Computer Corp. in July 1993 to February 2001
Research Analyst / Junior Analyst at Merrill Lynch in April 1993 to July 1993
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Analytical Skills
CFO
Strategic Financial Planning
Finance
Private Equity
Restructuring
Business Strategy
Change Management
Financial Reporting
Analytics
P&L Management
Variance Analysis
Business Analysis
Corporate Finance
Due Diligence
Financial Planning
Hedge Funds
Investments
Management Consulting
M&A experience
Managerial Finance
International Financial Reporting Standards (IFRS)
Operational Finance
GAAP
SAP
Hyperion Enterprise
Cross-functional Team Leadership
Leadership
Management
Contract Negotiations
Financial Management
Venture Development
Management Due Diligence
Venture Management
Board Presentations
Annual Reports
Operational Due Diligence
Hyperion HFM
Financial Strategy
Private Equity/Venture Capital
Operations
Corporate Financial Management
Data & Trend Analysis
M&A Transactions
Valuation & Analysis
Planning & Forecasting
Internal/External Reports
Board Advisory Services
Cash Flow Management
Global Finance
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What is Roland Lopez email address?
Email Roland Lopez at [email protected] and [email protected]. This email is the most updated Roland Lopez email found in 2026.
What is Roland Lopez phone number?
Roland Lopez phone number is +17036691973.
How to contact Roland Lopez?
To contact Roland Lopez send an email to [email protected] or [email protected]. If you want to call Roland Lopez try calling on +17036691973.
What company does Roland Lopez work for?
Roland Lopez works for Platte River Services Co, LLC
What is Roland Lopez's role at Platte River Services Co, LLC?
Roland Lopez is Chief Financial Officer
What industry does Roland Lopez work in?
Roland Lopez works in the It Services And It Consulting industry.
Roland Lopez Email Addresses
Roland Lopez Phone Numbers
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