Olga Rodrigues, Ca-Am, Chba Email & Phone Number

Minneapolis, Minnesota, United States

Bloomington, Mn

RAI Stone Analytics® delivers a predictive financial analytics system that unites small and mid-size business (SMB) customers with financial service providers around business intelligence that drives future sustainable growth and profitability.Artificial Intelligence and an Expert System are packaged into a Software as a Service (SaaS) and delivered to small businesses, community banks, credit unions, insurance providers, wealth managers and, secondarily, economic development organizations so they can decrease the cost and risk of working with, and supporting the growth of the SMB market.- Effectively lead and manage customer and partner growth team and activities, from acquisition to implementation, training, and long-term engagement on SaaS solutions, while closely collaborating with cross-functional teams.- Proficiently ensure the delivery of financial analysis, planning and actionable recommendations to business owners that support their financial, growth and profitability decisions. - Define, execute and report on operational strategy, plans and tactics, which exceeded performance metrics. - Design, maintain, and conduct ongoing reviews to optimize departmental processes and procedures accommodating customer and partner demands and operational effectiveness, including direct interactions, strategic direction, coordination of cross-functional resources and customization of platform to address client’s needs.- Customer and partner advocate identifying strategic business and product opportunities based on customer’s feedback and data analytics.- Lead webinars and meetings for partners and customers to educate on technical and business solutions.

Bath, United Kingdom

Planit is a global leader in the CAD-CAM software industry, delivering advanced software systems for the wood, metal and manufacturing industries worldwide. - Identified, selected and coordinated new European strategic partners, in collaboration with product, marketing and support teams internationally. Developed new structures to recruit and engage strategic partners. - Led analyst team in creating and assessing the profitability of new business cases and initiatives, which included designing market and financial models of ROI and providing recommendations to the Board. Projects included new products or brands, marketing campaigns, new strategic partnerships and M&A. These assessments challenged strategic goals, key business drivers and assumptions and considered the impact on growth and financial viability.- Proactively collaborated and reported progress to participating departments and international teams. - Managed the P&L for the French subsidiary and reported directly to the Board.

Sheffield, United Kingdom

Regional Business Enterprise managing public and private funds to deliver advisory services and support small business growth. The creative and digital sector was part of a unique initiative designed to regenerate the economic region of South Yorkshire.- Consulted with business owners to establish company’s strategy, long-term vision and goals backed by practical financial plans. - Designed change programs to improve business performance and growth. - Created financial forecasts for business clients allowing them to secure institutional funding.

Minneapolis, Usa And Sheffield, Uk

Leader in global market development focusing on creating business opportunities for French companies in the US and UK market.- Created and implemented go-to market strategies for French companies into the US/UK market.- Identified, negotiated and established distribution channels for clients.- Created marketing presentations for companies in various industries, from retail, manufacturing to technology.

Master, International Economics

Mba, Finance Major

Education record