CARLOS J. LOPEZ

Finance Analyst

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 Experience

Finance Analyst

Infinigen Renewables

Aug 2024 - Dec 2099

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.

  • 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.

Financial Analyst for Development and Asset Management

INTERLINK

May 2023 - May 2024

Managed financial analysis for a leading real estate and construction company, enhancing forecasting accuracy and supporting significant development projects.

  • 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.

Valuations Analyst

Anchor Health Properties

Jan 2021 - May 2023

Provided financial and accounting data modeling for a leading healthcare real estate company, streamlining valuation processes and optimizing portfolio performance.

  • 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.

Education

Real Estate Development and Finance

Georgetown University

Jan 2019 - Dec 2023

Arts

University of Virginia

Jan 2015 - Dec 2019

Certificates

Financial Planning & Analysis (FP&A) Certificate

Wharton Business School and Wall Street Prep

Jan 2025

Accounting Certificate

University of Virginia

Jan 2024

Google Data Analytics Certification

Google

Jan 2024

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