Robert Rodriguez Email and Phone Number
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Robert Rodriguez personal email
Team Leader | Manager | Implementer | ExecutorOperating CFO / Controller / VP of Finance with 25+ years experience with $0 - $100m companies in private industry specializing in operations, administration, and executive management. Experience in manufacturing, global transactions, apparel, technology, hospitality, travel, real estate, and logistics. An outside the box thinker integrating strategic growth analysis with risk management.Expert in the areas of finance and accounting, management, business transactions, real estate, business valuations, financial modeling and analysis, operational financial management, multi-state sales tax implementation and management (Avalara / Wayfair)Licenses and Certifications include a Certified Public Accountant (CPA) license (inactive), the American Institute of Certified Public Accountants’ (AICPA) Accredited in Business Valuation (ABV), a California Department of Real Estate Salespersons license, Certified Financial Modeling & Valuation Analyst (FMVA) Specialties: Accounting; Finance; Valuations; Mergers & Acquisitions; Business Sales; Consulting; Operations; Web and Mobile App Development; Real Estate; Contracts; Business Strategy; Forensic Accounting; Budget and Forecast Modeling; Expert Witness Testimony & Consulting; Business Development; Global Transactions; C-Level Relationship Management
Rivr Advisors
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Managing DirectorRivr Advisors Jul 2023 - PresentCharleston, South Carolina, UsSpecializing in bookkeeping, financial analysis, financial modeling, business valuations, fractional CFO services, due diligence review-Strategic consulting on business formation, development, financial statement management and analysis, banking, contracts, budgeting, tax planning, operations management, capital structuring, compliance and risk management, SEED investment, capital fundraising, business valuation-CFO/Controller/Compliance Officer for early stage enterprises including real estate development company (CFO), co-working retail, technology operation, restaurant hospitality group (CFO), and manufacturing company (CFO/CCO)-Expert consulting including testimony on general business practices, purchase and sale transactions including contracts, leases, partnership dissolution
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Executive PartnerTranzcip, Llc Jan 2023 - PresentA global independent investment and advisory group delivering strategic and financial services to emerging growth companies, primarily around M&A, equity, capital raising, new business formation, and acquisitions in middle markets. Leveraging deep experience in acquisitions, fundraising and development efforts exceeding $2 billion lifetime transactional value with primary focus on commercialization, funding, and innovation in emerging and growth markets.
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Chief Financial OfficerMonrow Feb 2021 - PresentLos Angeles, Ca, UsOperating CFO responsible for all financial aspects of company, including but not limited to, accounting, administration, financial planning and analysis, legal, human resources, contracts, customers, and vendors. -
DirectorThe Veld Group Aug 2005 - PresentLos Angeles, California, Us-Lead Director and analyst on valuation, assessment, diligence and forensic engagements-Consulting services include exit strategy, contract negotiations, lease negotiations, buy sell disputes, corporate formation, budget and forecast modeling, accounting and reporting-Negotiated and managed the purchase and sale of over 200 small to mid-sized businesses within the hospitality, manufacturing, sports and leisure, service and professional service industries-Performed over 100 formal business valuations and over 1,000 informal valuations-Provide expert witness for testimony, deposition and consulting on issues relating to business sale transactions, liquor license transfers, leases and business valuations-Expert restaurant and ABC liquor license consultant -
Chief Revenue Officer (Cro)Livewild Fest Jul 2023 - Jun 2024
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Managing DirectorIntegrity Valuations Aug 2003 - Dec 2023-Strategic consulting on business formation, development, financial statement management and analysis, banking, contracts, budgeting, tax planning, operations management, capital structuring, compliance and risk management, SEED investment, capital fundraising, business valuation-CFO/Controller/Compliance Officer for early stage enterprises including real estate development company (CFO), co-working retail and technology operation (CFO), cannabis cultivation and manufacturing company (CFO/CCO)-Expert consulting including testimony on general business practices, purchase and sale transactions including contracts, leases, partnership dissolution
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Chief Financial OfficerCapna Systems Sep 2019 - Apr 2021Capna Systems is leading manufacturer of scientific extraction equipment primarily used to extract essential oils from most plant biomasses, with a focus on cannabis and hemp. Capna is the only industry participant that holds multiple patents related to cold ethanol extraction. The company manufactures a complete line of processing solutions, including extraction, distillation and remediation with a strong national presence and growing international presence.As CFO, duties include:-Lead and manage all aspects related to finance, administration, human resources, legal, contracts, vendors and customers-Integrate sales, production and procurement with finance and administration by streamlining financial reporting, metrics management and operating processes-Participate and advise board and executives on all matters-Manage treasury, cash flow, forecast, budgets and new ESOP implementation
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Chief Financial OfficerHappy Bookings Aug 2014 - Dec 2016-Complete financial oversight of accounting, administration, reporting, budgeting, tax, debt/equity finance, operations, information technology, and international corporate strategy -Managed debt and equity fundraising, capital structure, contract and investor management-Directed the development and implementation of the strategic plan and annual budgets-Manage the development of the online travel booking engine, including optimization, supplier integration, as well as call center operations in China-Ensure the preparation and reporting of accurate and timely financial information -Develop international corporate accounting and tax structure, including compliance with FACTA, Subpart F income and CFC's-Develop and manage necessary relationships with banks, financial institutions, auditors and tax practitioners in the U.S. and Hong Kong-Administer corporate contracts, operating agreements, amendments, resolutions, and filings-Direct the development and implementation of the strategic plan and annual budgets-Manage daily accounting activities, monthly close and financial reporting
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Sr. Financial AnalystHousehold International 2000 - 2002Us-Lead analyst for auto finance division $100m portfolio-Managed bad debt provisions, loss forecasting and reserve management -
Commercial Account Manager; Property AcquisitionsNational Retail Partners 2000 - 2001
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Assistant ControllerHoward Publications 1995 - 2001Mergers & Acquisitions; Internal Audit; Accounting
Robert Rodriguez Skills
Robert Rodriguez Education Details
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University Of San DiegoAccounting -
Bishop Gorman High School
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Corporate Finance Institute® (Cfi)Financial Modeling And Valuation Analyst
Frequently Asked Questions about Robert Rodriguez
What company does Robert Rodriguez work for?
Robert Rodriguez works for Rivr Advisors
What is Robert Rodriguez's role at the current company?
Robert Rodriguez's current role is Operating CFO / Corporate Financial / Transaction Consultant / Valuation Specialist / CPA (inactive).
What is Robert Rodriguez's email address?
Robert Rodriguez's email address is rr****@****oup.com
What schools did Robert Rodriguez attend?
Robert Rodriguez attended University Of San Diego, Bishop Gorman High School, Corporate Finance Institute® (Cfi).
What skills is Robert Rodriguez known for?
Robert Rodriguez has skills like Financial Analysis, Mergers And Acquisitions, Real Estate, Strategic Planning, Sales, Marketing Strategy, Management, Marketing, Leadership, Business Development, Customer Service, Social Media.
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