Julio Rodriguez Email & Phone Number

Newton, Ma, Us

Head of Finance and Accounting/ Executive Leadership Team Member for FDA Approved Oncology Medical Device Company.- Raised $100M in equity/convertible notes, $4M in debt financing and own cap table management- Developed valuation model for VCs/investors and contributed to pitch decks for fund raising activities - Developed annual and long-range Operating Plans covering: - Clinical Trials, Drug Development & Manufacturing, Device R&D & Manufacturing, Operations and Commercialization spend- Manage $20M+ annual P&L (Clinical Phase through Commercial)- Drive Business Development and due diligence activities - Implemented Commercial Launch Finance Strategy: - Inventory Management, Revenue Recognition, Order-to-Cash, Reimbursement/Pricing and HCP/State/Government Reporting) - Member of Contract Manufacturer Organization steering committee (Lead Demand Planning) - Lead the monthly and annual accounting close process- Developed and implemented company’s monthly/annual financial reporting packages which include: - Department month-end close variance analysis, cash-flow and KPI tracking, Recommendations for cost savings and identification of potential expense overages, Financial reporting packages for the Board of Directors and Audit Committee- Oversee annual financial audit and tax filings - Conducted market research for competitive landscape analysis - Support third-party logistics (3PL) research, selection process and implementation - Support CEO/BOD with day-to-day financial operations (treasury, POs, staffing approvals, ad-hoc analysis, contract/insurance management, 409a valuation & etc.)

Newton, Ma, Us

Newton, Ma, Us

Newton, Ma, Us

Worldwide, Oo

Project Leader – Life Sciences Company - Blackline Journal Entry Module Design & ImplementationProject Leader – IP and Science Analytics Company - Blackline Account Reconciliation and Matching Module Design & ImplementationFirm contributions- Supported visioning labs to help identify strategic initiatives within the clients finance organization- Provided support in the sale of Service Offerings and the development of proposals

Dublin 2, Ie

Portfolio and Value Manager - Pharmacy Benefit Management Company (PBM/ Rx Home Delivery)- Strategy: $300M Cost Reduction Project Manager - Third Party Administrator (TPA)- Pharmacy (PBM) Accumulator Platform Migration & End-to-End Readiness (to healthedge) Operational Readiness - Third Party Administrator (TPA)- Identified areas of risk and mitigation measures during the billing platform migration that would impact business as usual

Dallas, Texas, Us

Senior FP&A Analyst for Steward Healthcare’s Revenue Operations Team (20M+ annual budget)- Prepared monthly actual reports & variance analysis for the VP of Revenue Cycle and executive leadership team - Revamped the AR/AP and accrual process for the Central Billing Office business unit- Lead on budget planning, forecasting and cost allocation for multiple business units - Developed the FY15 budget for the Revenue Operations Business Unit and presented it to the CFO and leadership of the corporate hospital system - Developed models to track/identify staffing needs and worked with HR/Leadership to maintain appropriate staffing levels - Provide up-to-date vendor ROI analysis primarily focusing on third party collection vendors - Developed a Cost to Collect model to monitor the effectiveness of the Revenue Operations Team Project Management - Managed multiple IT initiatives (New software rollouts, system trainings and system updates) - Worked with vendors to develop project Contracts, Statement of Works, and Project Plans- Worked as the point contact for vendors to ensure timely delivery of deliverables

Working with clients to:- Aid in Operations Improvements- Develop/improve & implement financial processes- Develop sales & marketing plans through the use of data analytics- Develop strategic plans

Gb

Lead Project Controls - $157M Windfarm project - Electric Power Company- Project Management, Quantitative Risk Assessment Project Controls/Head Financial Analyst for $80m+ utilities project - Electric Power Company- Financial Oversight Financial Analyst - Northeastern Medical Center - M&A Analysis Financial Analyst - Downstate Medical Center - Market Demand AnalysisForeign Corrupt Practices Act Audit (Mexico) - Multinational Hotel & Leisure Company- Auditor Project Management Office – Coding and Billing software (SMART)- Project Management & Business Analyst Project Management - Independent Foreclosure Review - Top 5 US bank- Project Management and Financial Oversight

Worcester, Ma, Us

Niskayuna, New York, Us

• Review Requests for Proposal(s)/Broad Agency Announcements to determine their costing requirements• Attend Kick-Off meetings to discuss the costing requirements of the proposal(s) with Business Development and the Project Investigator • Set the cost production schedule• Issue Request for Quotations, obtain technical documents and costing data form the Collaborator(s)• Prepared detailed expense forecasts working closely with the Project Leaders and Business Management. • Recommended actions to help ensure maximum use of resources• Complete the Cost Proposal for bid • Relayed forecasts and expense information to Editorial Managers and Project Executives • Verify the completed Cost Proposal is Defense Contract Audit Agency compliant

Edmonton, Alberta, Ca

Over the last few years I have -• Review Requests for Proposals issued by clients to understand their needs and documentation process• Prepare Qualification Package(s) for clients by compiling co-worker resumes and project sheets • Prepare Project Releases/Business Proposals • Prepare monthly invoices and verify payments by working with Accounts Payable, Accounts Receivable, Vendors and Consultants • Review project funding to ensure funds are allocated to appropriate task • Review subcontractor contracts and verify funding• Review contract agreements between Stantec and its clients/vendors/subcontractors to verify conditions and compliance • Maintain the Resource Plan for current and future projects • Maintain and update various project databases • Prepare marketing materials and presentations for current/future clients and in-house meetings

• Create individual business plans for each line of business with a focus on vertical marketing • Create a Financial Tracking System to forecast trends in Written Premium/Losses and Policy Counts for each of the company’s major lines of business• Analyze the Written Premium/Losses and Policy Count trends in order to determine the best course of action for the specific lines of business• Research lines of business to identify new niche markets • Research trends in the industry referring to specific lines of business the company is currently involved in • Perform user acceptance testing on proprietary software

Minneapolis, Mn, Us

Us

Emerging Cfo: Strategic Financial Leadership Program

B.S., Finance

A.S., Business Admin

Education record