Ana Rodriguez Email & Phone Number

Canada

Ottawa, Ontario, Canada

Tetra Bio-Pharma is a multi-subsidiary publicly traded company (TSX: TBP) (OTCQB: TBPMF) engaged in the development of Bio Pharmaceuticals and other medicinal plant-based elements. Financial Planning & Management*Ensure forecast and budget models are designed & continually adjusted based on main key driver inputs/fluctuations. The forecast became the.

Ottawa, Canada Area

• At MindBridge Ai we are about changing the world, making it a better place by building revolutionary new solutions to analyze financial data. MindBridge Ai Auditor revolutionizes financial analysis as the world’s first.
• Working closely with customers to develop and standardize financial information (Chart of Accounts, Account Groupings and Financial Statements).
• Developing automated accounting applications and coordinating information requirements. Resulting in an increase of client's productivity.
• Helping clients develop advisory services. Training our users on understanding the data, how to perform variance analysis and update forecasts, as well as the developing concrete next steps. Internal Controls:
• Testing and improving client’s internal audit controls, in a post COVID-19 world focusing on expense control and liquidity monitoring.
• Helping clients identify non-value added processes within the department and seeks solutions.

Ottawa, Canada Area

• Financial Accounting:
• Reduced the number of reversals & adjustments by 25% by establishing operational standards for monthly & quarterly closings. Implemented and mitigated strategies to reduce the impact of exchange rate loss. Providing.
• Responsible for month-end, quarter and year end closings of deferred revenue and monthly sub-ledge balancing, bank reconciliations and exchange rate calculations. Responsible for month-end journal entries and.
• Performed extensive financial analysis and financial modelling to determine the effectiveness and impact of project. In the first 4 months of the year (2019) the average performance of the projects improved by 33%
• Training and development of staff overseas- identifying areas of improvement and development for each member of the field staff. Improving retention by at least 10% per project per year.
• Through improvements in reporting and monitoring we improved our compliance in accordance to the donor requirements, accelerating the cash flow disbursements for each of the projects. Audits:

Ottawa, Canada Area

• Jacket River Consulting & Capital is a boutique professional services firm based in Ottawa, ON, Canada. We primarily serve Private Equity owned portfolio companies in the manufacturing, infrastructure and industrial.
• Financial – Managed financial and accounting operations for the multinational corporation with a yearly operating budget of $2 million. Recommended effective strategies for the financial well-being of JR, resulting in.
• Operational - Created & implemented operational systems, processes and policies in support of the organization’s growth. Doubled size of the firm in one year and extended operations across North America. Developed and.
• Strategic input - Conducted financial, product, market and operational research to determine valuation and business opportunity for the firm to invest on. Resulting in technical reports with investment recommendations..

Ottawa, Canada Area

• Managing director of the second largest medical homecare company in the region, currently leading a team of 40+ employees
• Designed & created weekly and monthly reports monitoring cash flows variances and analyzed operational data to identify bottlenecks to maximize operational efficiency.
• Responsible for cost and benefit analysis regarding marketing & product launches. Resulting in an increase in operating margins of 2%.
• Created and implemented an end-to-end 5-year brand strategy plan. This document was used to secure funding from BDC as investment capital. The implementation of the strategy plan allowed the company to grow its market.
• Created & implemented an end-to-end 5-year brand strategy plan. This document was used to secure funding from BDC as investment capital. The implementation of the marketing plan allowed the company to grow its market.
• Identified & developed a new market segment through market research, competitive analysis, market trends and a customized sales approach; increasing sales by 40% in 2016 and a projected increase of 20% for 2017.

Canada & Honduras

• Participated in the development & proposal writing of an RFP for “Alianza of Corredor Seco”, with an estimated value of US$4 million.
• Performed market research & contributed in the development of the project, with complete stakeholder analysis, demographics, project baseline objectives and the analysis on the effectiveness of objectives based on ROI.
• Procured & organized meetings with key stakeholders, such as government representatives, SME’s representatives & NGO’s working in the area.
• Contributed in the development of the Logic Model & RFP draft with members of Cowater, Plan International & Plan Honduras.

Mississauga, Ontario Canada

• DVT Group is a Canadian based corporation with over 25 years of experience in the LED lighting business with annual sales of over $5 million and operations throughout North America. www.dvtgroup.com
• Conducted a situational analysis of the retail and manufacturing sector of LED products. My analysis highlighted the company’s best practices, identified new policies and regulations that have a direct industry impact.
• Developed a three year strategic plan for the company. The strategic plan encompassed an ideal product mix and market selection. Additionally, it incorporated a value added model, and an implementation model for.
• Formalized a customized sales process in order to maximize DVT’s human capital and improve profitability

Ottawa, Canada/Tegucigalpa, Honduras

• The Foundation’s vision is to improve the quality of life of the people and their communities, promoting opportunities in Education, Health, Environment and Community Development in a sustainable manner through.
• Conducted a market research project that identified major sponsors. This allowed the coordination of fund raising events, both locally and internationally, resulting in the identification of key stakeholders that.
• Organized a fund raising campaign based on the different categories of stakeholders, which resulted in US$350,000 raised for the Foundation. The fund raising event allowed the community to actively participate in the.
• Collaborated in the creation of the appropriate guidelines for local committees to follow; that resulted in the accurate implementation of the Foundation´s processes.
• Developed a social marketing strategy that resulted in new partnerships and international sponsors

Honduras

• Managed the bank’s investment portfolio (US$97M). Increased profitability by 15% during my tenure. Through extensive profitability analysis & forecasting that allowed for better investment opportunities, as well as.
• Managed the group’s brokerage firm. Through the development of market sensitive products achieved an increase in operation volume by 30% to help it become the country’s second largest brokerage firm
• Develop customized investment plans for top level clients (private and government funded) with individual portfolio sizes of $5M and above.
• Led the implementation process of SAP, promoted open and fluid communication among key stakeholders to ensure seamless transition
• Performed extensive financial analysis on passive portfolios, prepared a strategic plan for the next 3 years to maximize cost efficiency
• Presented to the Active & Passive Committee (ALCO) monthly, prepared financial statement analysis with recommendations to maximize profitability

Mba, Management And Change

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Associate'S Degree, International Business

University Program, Young Leadership Program