Overview
Jorge Lopez is the Controller of Kaufman Rossin. He brings over 24 years of experience in financial accounting and reporting, including 15 years in public accounting.
In his role, Jorge manages all aspects of the firm’s financial operations, working closely with the CFO and COO on executing key strategic, business and operational decisions. He leads the firm’s internal accounting team, focusing on safeguarding the firm’s assets, cash flow and KPI monitoring, budgeting and forecasting, tax compliance, risk mitigation, and financial reporting.
Prior to joining Kaufman Rossin, Jorge held various financial leadership positions, most recently as corporate controller at a fintech firm based in South Florida. During his public accounting career with Big Four accounting firms, he provided audit and transaction advisory services to clients across diverse industries, including technology, energy, real estate, and financial services. In these roles, he specialized in comprehensive financial management, technical and operational accounting, SEC reporting, M&A due diligence, managing investor relationships, and leading global teams.
Jorge earned his Bachelor of Business Administration degree in Accounting and Finance from the University of Texas at El Paso and is a Certified Public Accountant licensed in Texas.
Education
Bachelor of Business Administration, Accounting and Finance, University of Texas El Paso
Services
- Accounting
- Anti-Money Laundering Compliance
- Assurance Services
- Business Tax
- Business Valuation
- Computer Forensics & e-Discovery
- Entrepreneurial Services
- Estate & Trust
- Family Office Services
- FINRA & SEC Compliance
- Forensic Accounting
- Individual Tax
- International Tax
- Litigation Consulting
- Non-Profit Tax
- Regulatory Compliance
- Risk Advisory
- SEC Services
- Tax
- Tax Credit & Incentives
Industries
- Agriculture
- Alternative Investments
- Banking
- Broker-Dealers & Investment Advisers
- Construction
- Education
- Entertainment & Arts
- Financial Services
- Healthcare
- Hedge Funds & Private Equity
- Hospitality
- Investments
- Law Firms
- Manufacturing & Distribution
- Non-Profit
- Precious Metals Dealers
- Private Clients
- Private Equity
- Professional Services
- Real Estate
- Retail
- Technology
- Transportation