Jocelyn Rodriguez Email & Phone Number

Miami, Florida, United States

New York, United States

Clearfind is a data company. Businesses use Clearfind's platform to get a crucial understanding of their software ecosystem. Using Clearfind's insights, businesses are able to consolidate their software ecosystems to work better for them, increase security and software compliance, and reallocate up to 30% of existing software spend to adopt the best new software for their teams and objectives.

Portland, Oregon Area

Portland, Oregon Area

Reimagined and rebuilt the team to address changing business needs and drive substantial business results. Guided 9 executives and their teams on strategic decisions, through clear business insights. Led a team of analysts to measure, report, and partner with the business to achieve financial results through collaborative processes and reporting. Developed and led execution of a companywide annual planning process wherein the team engaged with Executives, Directors, and Product Teams to build a 5 year plan.

Greater Philadelphia Area

RSM is the 5th largest accounting firm in the US, focused in the middle market.Advised over 20 Financial Institutions, each 8 to 50 billion dollars in assets. Partnered with executives to conduct fieldwork and identify organizational and procedural risks, and develop strategic solutions to mitigate them.

External audit for financial institutions, focused primarily on insurance organizations. Reviewed and tied financial statements to ensure accuracy, completeness, and compliance with reporting standards for clients with up to 60 billion dollars in assets. Partnered with clients to identify key controls and perform substantive testing on departmental procedures, while gaining in-depth understanding of processes and building rapport with management.

Greater Philadelphia Area

Communicated with clients’ to support them, in alignment with advisor’s objectives. Conducted research and analyzed financial data to assess client viability and build presentations.

SIG is a leader and innovator in quantitative trading with an entrepreneurial mindset and a rigorous analytical approach to decision making.While at SIG, I collaborated with a project team to revamp brokerage operations. Built sustainable tools to reconcile over 100 complex monthly invoices, worked closely with brokers, trained and managed interns.