Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp work email
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Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp personal email
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Luis C. Rodríguez has over fourteen years of combined professional experience in strategic planning, corporate finance, credit research, financial modeling, project valuation, and data analytics. During his tenure at WebPT, he led the firm's offshore BI teams in India and Bolivia, overseeing the creation, development, and maintenance of the firm's standard and premium analytics platforms. Prior to joining WebPT, Luis served as Sr. Project Manager at the Stamford Health System’s Analytics and Innovation department, a multidisciplinary team that was instrumental in creating and developing a centralized "data center" for the hospital while playing a key role in developing and executing a vast variety of process improvement strategies.Prior to his career at Stamford Health, Luis worked as an investment banking analyst at Hencorp, a Miami-based financial services firm with businesses around the world where he was responsible for leading the research efforts of the firm's Trade Finance team. Before Hencorp, Luis worked as a relationship manager and investment analyst at Lloyds Banking Group, acting as a subject matter expert on global economic views, market trends, investment products and asset allocation strategies.Luis received his MBA in Finance from Tulane University in 2010 and a B.A. in Financial Management from ITESM in 2007. At Tulane, Luis became member of the International Honor Society Beta Gamma Sigma and acted as an equity analyst at the Darwin Fenner Student Managed Fund course where he co-managed nearly $3.5 million by developing quantitative models for stock selection. During his undergraduate studies, he was an active member of the student-led organizations SALAF and IMEF Universitario, he was an honors student at the Burkenroad Reports Program for LATAM and, upon graduation, he received the ITESM Honor and Excellence Award for Academic Achievement and the ITESM Diploma in Student Leadership.Luis is a Certified Management Accountant (CMA) and holds several finance certifications such as the Chartered Financial Analyst (CFA) credential, the Chartered Alternative Investment Analyst (CAIA) designation, and the Financial Risk Manager (FRM) charter; he is fluent in English and Spanish and is currently learning Portuguese.
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Manager Of Business IntelligenceWebpt Jun 2023 - Mar 2024Phoenix, Az, Us• Led WebPT’s offshore BI teams in India and Bolivia, overseeing the creation, development, and maintenance of WebPT’s standard and premium analytics platforms, employing the Scaled Agile Framework (SAFe).• Administered WebPT’s Tableau Server, facilitating insights into content, usage, and users; within two months on the role, successfully reduced stale content, improved server performance oversight, streamlined role recognition, and enhanced permissions administration via Tableau groups.• Led negotiations for contract renewals and software upgrades with BI vendors Salesforce (Tableau), InsightSoftware (Logi Info), and Microsoft (Power BI); successfully generated over $150K in savings during the 2024 renewal of WebPT’s contract with Tableau.• Supervised the transition of responsibilities from an external BI vendor to WebPT’s in-house Analytics team, anticipating estimated monthly savings of $30 to $40k.• Led the design and development of innovative analytic solutions, with the goal of providing WebPT customers a centralized platform for key financial and operational metrics, including Time-of-Service Payment Collection Rate, Benefits Verification, and Initial Evaluation Arrival Rates.• Oversaw multiple projects focused on improving WebPT’s premium analytics offering powered by Tableau; key enhancements include the addition of goal setting capabilities, additional methods for filtering and parsing underlying data, and the ability to facilitate historical comparisons. -
Sr. Project Manager, AnalyticsStamford Health May 2018 - Jun 2023Stamford, Ct, Us• Engaged in technology development by building internal analytical tools with data from disparate sources, including billing, EMR, and CMS systems; this effort aimed to deliver better patient care and maximize efficiency. Software developed includes:a) A centralized “COVID Dashboard” with over +100 operational, financial, clinical, and quality metrics that played a key role in Stamford Health’s response to COVID-19.b) A “Daily Operating Summary” report providing real-time key operational and financial data for dissemination to various levels of leadership at Stamford Health.• Partnered with Revenue Cycle department on the implementation of executive and service line level dashboards, aimed at monitoring and optimizing KPIs including denial rates, days in A/R, and cash collection rates for both the hospital and the Medical Group.• Led and coached a team of four incoming business intelligence analysts in developing analytics solutions and business proformas to assess the financial feasibility of new programs, expansion of existing services through additional personnel or equipment, and the acquisition of existing medical practices in the community. -
Project Manager, AnalyticsStamford Health Aug 2017 - May 2018Stamford, Ct, Us• Actively engaged in cost reduction strategies by designing and automating over 70 clinical and financial dashboards/KPI reports using data analytics tools such as Tableau Desktop, IBM Cognos, and SQL Server Management Studio; major deployments included:a) Cost analysis for major surgical services with the automation of physician-level costs to identify high “utilizer” surgeons.b) A centralized Tableau dashboard intended to uncover, manage, and prevent insurance payment denials.c) Multiple physician productivity reports that contributed to the generation of nearly US$1.5 million in savings and helped reduce reporting time from 30 days to 1 day.• Assisted in the development and execution of Stamford Health’s 5-year corporate strategy proving counsel and expertise in business analytics, performance improvement, project valuation, capital planning, and project management.• Engaged in cost reduction strategies by designing and automating dashboards/KPI reports using BI tools such as Tableau Desktop and Tableau Prep; this involved combining clinical and financial data from healthcare applications such as Meditech and eClinicalWorks (eCW).
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Business Intelligence AnalystStamford Health Oct 2015 - Aug 2017Stamford, Ct, Us• Designed and deployed over 100 interactive Tableau dashboards that replaced numerous static reports built in MS Excel and SSRS.• Developed more than 50 business proformas that assessed the financial feasibility of the system’s growth strategy and program expansion initiatives in Connecticut.• Partnered with the Data Warehouse team on the development of self-service tools in Tableau to monitor the growth and productivity of multiple outpatient locations offering a wide range of services, including primary care, rehab services, radiology services, lab services, oncology, and ambulatory surgery.• Facilitated and enabled interdisciplinary performance improvement activities by serving as an analytical resource to leadership and other stakeholders; conducted ad-hoc analysis and participated in strategic meetings for the development of Stamford Health’s services in the community.• Obtained Stamford Health’s ‘Employee of the Month’ recognition in April 2017, an award given to employees who live and embrace the hospital’s values of respect and teamwork, among others; recognized as “master Tableau and Excel user” by colleagues and management.
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Investment Banking Analyst (Economist / Financial Analyst)Hencorp Becstone Financial Services Sep 2012 - Jun 2015• Led the research efforts of Hencorp’s Trade Finance team by conducting financial and cash flow analyses of a +US$150MM credit loan portfolio for mid-sized Latin American companies seeking finance advisory and lending services, with the support of the U.S. EXIM Bank.• Screened, analyzed, and evaluated over 100 companies from various industries through financial modeling, risk analysis, in-depth industry research, negotiation of term sheets, and management interviews; prepared teasers/executive summaries, investment reports, and credit memorandums, providing detailed qualitative and quantitative assessments of existing clients and prospects.• Assisted senior loan officers in originating and closing more than 30 deals (average transaction size: US$5MM) by conducting on-site visits to clients’ offices in Mexico and Central America, assessing opportunities to improve profitability on existing deals.• Served as the primary contact between Hencorp and EXIM Bank’s credit underwriters, seeking an understanding of borrowers’ business strategies, mitigants to offset repayment risks, and clarification on differences between foreign accounting standards and U.S. GAAP.
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Relationship Manager/EconomistLloyds Tsb Private Banking Mar 2012 - Aug 2012London, Uk, Gb• Offered portfolio counseling services and financial advice to a client base of high-net-worth individuals in Latin America (with +US$70M in AUM), proactively building and maintaining relationships with existing clients and prospects.• Acted as a subject matter expert on global economic views, market trends, asset allocation strategies, and a diverse array of investment products, including equities, bonds, mutual funds, ETFs, structured products, and discretionary investment portfolios. -
Investment AnalystLloyds Banking Group Feb 2011 - Dec 2011London, Uk, Gb• Built risk management tools and financial models using Bloomberg, MS Excel, and VBA; developed methods for processing economic data to advise private bankers in relation to Lloyds TSB investment advisory services.• Assisted investment product specialists and traders on the development, marketing, and execution of investment ideas; coached and trained a team of incoming interns and actively participated in strategic meetings for the development of the bank’s private banking business.
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Assistant Research AnalystTulane University Aug 2008 - Dec 2010New Orleans, La, Us• Modeled financial projections, prepared budgets, and assessed opportunities to create synergies among new and existing dual degree programs between Tulane University and top business schools in Latin America.• Analyzed profitability and operating efficiency of Tulane’s Department of International Business Programs by developing financial indicators and sensitivity analysis reports.• Prepared financial reports to senior management and generated proposals for the development of the Freeman School academic programs in Latin America, Europe, and Asia. -
Equity AnalystTulane University Jan 2010 - May 2010New Orleans, La, Us• Equity Analyst (buy side) at Darwin Fenner Student Managed Fund, honors seminar in which students actively manage an investment portfolio of U.S. large- and mid-cap stocks by developing quantitative models for stock selection based on academic research papers in equity investment theory using research and electronic databases such as Bloomberg, Reuters 3000 Xtra, ThomsonOne.com, Standard and Poor's Net Advantage, and Wharton Research Data Services (WRDS) (http://www.freeman.tulane.edu/fenner/).
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Intern - Investment Advisory GroupLloyds Tsb Private Banking Jan 2008 - Jul 2008London, Uk, Gb• Assisted private bankers with business in Latin America by conducting investment portfolio reviews, preparing market outlook write-ups in English and Spanish, and presenting updates on product performance.
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Intern - Front OfficeLloyds Tsb Private Banking Jan 2007 - Jul 2007London, Uk, Gb• Served as primary contact and support for private bankers with business in South America and provided administrative support for account opening; resolved routine and complex client inquiries and service issues including wire outs and internal transfer requests.
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Intern - Credit DepartmentTernium Jun 2006 - Jul 2006Monterrey, Nuevo León, Mx• Assisted credit staff on the implementation of Sarbanes–Oxley (SOX) standards in TERNIUM’s lending policy; prepared credit reports and provided recommendations.
Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp Skills
Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp Education Details
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Tulane University - A.B. Freeman School Of BusinessMajor: Finance. Minor: International Business. Specialization: Energy -
Tecnológico De MonterreyFinancial Management
Frequently Asked Questions about Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp
What is Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp's role at the current company?
Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp's current role is Strategic Data Analytics Leader | Finance Expert | Tableau Whisperer.
What is Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp's email address?
Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp's email address is lu****@****ail.com
What schools did Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp attend?
Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp attended Tulane University - A.b. Freeman School Of Business, Tecnológico De Monterrey.
What skills is Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp known for?
Luis C. Rodríguez, Cfa, Caia, Cma, Frm, Pmp has skills like Bloomberg, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Investment Banking, Equity Research, Portfolio Management, Valuation, Microsoft Office, Microsoft Excel, Vba.
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