Rodrigo S. Email & Phone Number

Los Angeles, CA, US

Los Angeles, California, United States

• Coordinate client interviews to collect vital information for federal and state credits and incentives, and draft claim-supporting technical memoranda based on the information gathered
• Accelerate multiple client engagements simultaneously, acting as the point of contact for document requests and ensuring smooth communication with both client personnel and internal teams while preparing credit.
• Develop and implement Alteryx workflows to streamline tax credit calculation models, saving an estimated 5-10 hours of associate-level work for future annual engagements, enhancing efficiency and allowing for.
• Analyze large general ledger financial datasets and HR data to identify eligible expenditures for credits
• Acquire quarterly continuing professional education (CPE) to maintain excellence in business tax regulations and professional ethics

Los Angeles, California, United States

New York, New York, United States

• Supported the month-end GL close process by meticulously reviewing journal entry support documentation, enhancing accuracy and compliance within reporting timelines
• Transitioned the staff benefit journal entry process from manual calculations to pivot tables in Excel, significantly improving accuracy and streamlining updates for monthly entries
• Improved efficiency of daily financial operations by supporting management with ad hoc requests and analyses, contributing to overall operational effectiveness

New York, New York, United States

• Assisted in department budgeting and financial reporting processes, ensuring accuracy and compliance while enhancing the effectiveness of financial documentation and decision-making
• Conducted accounts payable bookkeeping, focusing on fund accounting for nonprofit organizations, which required meticulous attention to detail and strong analytical skills
• Executed bank reconciliations and generated ad hoc reports, contributing to transparency in financial records and effective communication with stakeholders regarding financial status

New York, New York, United States

• Supported three financial advisor teams by preparing documents for account openings and conducting Source of Wealth (SOW) and Know Your Client (KYC) research, enhancing operational efficiency and compliance
• Produced daily and weekly reports for upcoming maturities and corporate actions, ensuring seamless account management for ultra-high-net-worth clients
• Researched and presented investment opportunities found through in-house Chief Investment Office tools, facilitating informed decision-making during weekly internal sales meetings
• Accelerated training processes for future new hires by developing a Standard Operating Procedures (SOP) file for new client associates, improving on-boarding efficiency
• Assisted with various ad hoc assignments and projects to support the wealth management team goals

New York, New York, United States

• Analyzed 4,000+ monthly client support requests by designing data queries and utilizing pivot tables to synthesize data into actionable business intelligence insights, enhancing decision-making for stakeholders
• Developed and presented comprehensive reports with visualizations to stakeholders on a quarterly basis, influencing operational strategies and improving resource efficiency
• Streamlined internal processes to reduce time-to-ticket-resolution by creating automated workflows in ConnectWise, contributing to enhanced team productivity
• Produced ticket audit trail reports in compliance with clients’ annual SOX reviews, ensuring adherence to internal controls and regulatory standards
• Liaised with 150+ clients and 15+ third-party service providers to ensure efficient and timely help desk ticket resolutions, demonstrating strong communication and interpersonal skills

Master Of Business Taxation (Mbt), Business Taxation (Emphasis: Data & Analytics)

Activities and Societies: Business of Entertainment Association

Bachelor Of Business Administration (Bba), Accounting (Minor: Mathematics)

Associate Of Science (As), Accounting And Finance

Activities and Societies: Dean's List; President, LaGuardia Finance Club; Ambassador, President's Society; Teammate, New York College Fed.

Mechanical Engineering

Activities and Societies: VP for Treasury, Alpha Epsilon Pi Fraternity; VP for Finance Administration, Greek Life Interfraternity Council

Education record

Master Of Business Taxation (Mbt), Business Taxation (Emphasis: Data & Analytics)

Bachelor Of Business Administration (Bba), Accounting (Minor: Mathematics)