Daniel Rodriguez, MBA

•Supported the CFO in rebuilding and maintaining the company budget and rolling forecast by updating assumptions, refining line-item detail, and preparing budget vs. actuals summaries •Built recurring reporting for leadership (expense tracking, cash needs, vendor spend, and ad-hoc analysis) to support weekly decision making. •Assisted with import and product costing by tracking overseas Po’s shipments and validating landed cost components (unit cost, freight, duties/fees) for margin visibility. •Managed invoice tracking and documentation by matching vendor invoices to purchasing/shipping support, reconciling discrepancies, and coordinating with AP/operations for accurate coding and payment readiness.

• Conducted financial modeling and valuation analysis for small to mid-cap technology and biotechnology companies, assessing growth potential and risk exposure. • Performed due diligence and market research, synthesizing extensive industry data to identify, evaluate, and present strategic investment opportunities to senior leadership. • Supported capital-raising initiatives by preparing full financial pitch decks, detailed investors presentations, and performance reports that effectively communicated opportunities and results to stakeholders. • Monitored portfolio performance on an ongoing basis, generating detailed financial forecasts and conducting variance analysis to inform investment strategies and support data-driven decision-making.

• Analyzed and managed large student performance datasets using advanced excel functions (PivotTables, VLOOKUP, nested IF), enhancing reporting accuracy, streamlining data organization. • Taught students how to calculate and interpret key financial ratios through structured lessons and applied examples, reinforcing expertise in financial statement analysis. • Assisted in course delivery for Corporate Finance and Financial Analysis, applying academic finance principles to practical problem-solving through case studies and real-world example. • Mentored and provided academic guidance to over 400 students, contributing to a 15% improvement in financial literacy, overall performance metrics, and their ability to apply those financial concepts.

• Performed comprehensive financial analysis of client portfolios, evaluating asset allocation, performance metrics, and market exposure to identify key trends, assess risks and create insight for investment decisions • Created financial models and investment plans to optimize returns and effectively manage risk across diverse asset classes and client-specific objectives to ensure balanced portfolio strategies. • Collaborated with senior advisors to prepare detailed strategic reports and financial forecasts that supported investment decision-making, identified growth opportunities, and guided portfolio managements strategies. • Conducted over 100+ client consultations, leveraging analytical insights and personalized financial strategies to drive a 30% increase in client acquisitions and strengthen portfolio growth.

I achieved my Master of Business Administration (MBA) with a concentration in Finance from the University at Albany, graduating with a stellar GPA of 3.9. Throughout the program, I honed my expertise in financial analysis, strategic management, and business development. My academic journey was marked by numerous accolades, including being on the Dean’s List of Distinguished Students every semester and receiving the Dr. Seth Spellman Jr. Academic Achievement Award. I actively engaged in practical learning experiences, serving as a Teacher Assistant in the Finance Department, where I expertly managed student data and delivered comprehensive financial instruction. This rigorous academic and professional experience has equipped me with a deep understanding of financial concepts and exceptional analytical skills, preparing me to excel in complex business environments.