Ron Rodriguez Email & Phone Number

Costa Mesa, California, United States

Irvine, California

*Works directly with executive leadership and business leaders to review effectiveness and usability of sales reporting tools, processes and methodologies.*Provides sales analytics and intelligence, custom reports, and interpretive studies to advance sales efforts, support business operations, and drive decision making.*Supports the development, modeling and execution of the organization’s strategic growth plan.*Engages outside sales teams with enabling technologies, and evaluates the sales organization’s compliance with required standards for preserving CRM data integrity.*Plays key role as Salesforce SME, communicating in a technical and non-technical manner with peers, business analyst, key stakeholders and executive leadership.*Develops Salesforce reports, dashboards and processes that continuously monitor data quality and integrity, and assists users with report design and content management.*Develops and maintains monthly Excel dashboards, revenue projections and analysis to quantify growth, performance and viability of the company’s strategic large accounts.*Proactively identifies and creates opportunities for process improvement, streamlining, and automation.*Collaborate with senior leadership to develop, administer and track sales incentive compensation and awards programs & sales promotions.*Advances client and partner relations by building cohesive relationships across all levels and service lines including Sales, Finance, Accounting, Marketing, Purchasing, Information Technology, branch operations, external data vendors and executive management.

Irvine, California

Irvine, Ca

Irvine, Ca

A national provider of real estate franchising & relocation services to corporations and government agencies)Accomplished business analytics manager with over 10 years experience in analysis and interpretation of data resources, business intelligence, marketplace analysis, strategic management, and project planning & design. Particularly skilled at executing short & long term project plans through the development and delivery of company business solutions. Focused leader with proven success providing senior management with information that enhances strategic decision making.Business intelligence, project management, client & partner relations, team leadership & mentoring, systems management, process improvement, marketplace analysis and strategic planning.• Managed business intelligence and data analytic activities to support company initiatives, growth opportunities, sales decisions and affiliate consulting.• Provided recommendations for design and usability of reports. • Managed large scale enterprise level projects and programs including Operations Review and Market Data reports.• Executed short and long term project plans to improve systems & processes, and develop new products & services.• Directed all aspects of internal & external data collection, quality control, report generation, and statistical analysis within relational databases.• Developed and maintained well integrated service relationships with both internal & external customers. • Hired, supervised, mentored and coached team of Market Analysts responsible interpreting customer needs and conducting research for the purpose of performing customized analytical studies and comparative market reports, using both internal and external data resources.• Position fundamentals performed conjointly with all previous Project Manager responsibilities.

• Managed the process of gathering and analyzing affiliate financial & transactional productivity data, for the purpose of tracking, measuring and assimilating meaningful conclusions.• Generated diagnostic assessments of affiliate financial statements and agent productivity data to improve operational performance. • Managed the Impact Dynamics control center and relational databases which contains all data collected and reports generated as a result of the Impact Dynamics System.• Managed the Operations Review processing team and the production of customized reports used in the affiliate consultative process.• Responsible for the validity and quality of research findings of data collected and reports generated. Managed/lead special projects in support of organizational initiatives.

Managed daily operations of the audit, broker monitoring and compliance groups. Managed the affiliate audit selection process and established frequency criterion. Certified final audit reports performed by outside CPA firms and resolved high level affiliate disputes. Negotiated audit contact services. Interpreted affiliate franchise agreements to ensure compliance. Managed support staff to recover delinquent accounts and negotiate repayment terms. Collected, reviewed and interpreted affiliate P&L’s to verify accuracy and identify financial risk. Compiled reports for senior management.

Prepared financial statement summaries for analysis. Calculated financial ratios for the purpose of evaluating affiliate financial condition. Performed gross commission income reconciliations. Reviewed affiliate transactional reporting to identify unreported sales and transmission errors. Prepared net present value calculations and “true-up” differentials. Prepared promissory note schedules and legal requests.