Finance Analyst

JOSE RODRIGUEZ

**********@*******.***

EXPERIENCE

Florida’s Natural Growers, Lake Wales, FL, May 2023 – March 2025 Finance Analyst

• Analyze international sales data and provide actuals reporting via Excel reporting or Power BI.

• Evaluate sales performance from deductions and invoices by actuals reporting or ad-hoc requests.

• Research and resolve quantity and pricing discrepancies.

• Validate budget, invoices, and sales orders on Oracle, Docu-Base, and Diver.

• Collaborate with weekly and monthly finance meetings to meet sales goals.

• Maintain Trade Promotion Management system.

Travel and Leisure, Orlando, FL, Aug 2022 – Feb 2023 Treasury & Investment Analyst

• Generated investment forecasting model.

• Processed and assisted with P-Card payments, cashflow, forecasting, positive pay exemptions.

• Managed commercial bank accounts and resolve discrepancies.

• Executed or approved local and global ACH, wires, and FX payments via Kyriba, and multiple banking platforms.

• Created financial statements and audited bank accounts.

• Interacted with AP and other departments for payments, check processing, and other requests. ASSURE, Orlando, FL, Mar 2021 – Jun 2022

Senior Treasury Analyst

• Reconciled bank accounts.

• Handled special requests to audit investment documentation

• Managed banking requests and resolved internal inquiries.

• Maintained treasury logs and approved funds systems: Glassboard, Salesforce, and Trello.

• Executed local and global ACH, FX, and wire payments.

• Audited investments.

ASSURE, Salt Lake City, UT, Jul 2020 – Feb 2021

Senior SPV Analyst

• Contacted national and global investors to monitor cash and contractual pipelines.

• Developed new techniques on fund administration and work pipeline.

• Obtained banking and sales documentation.

• Processed and monitored banking and investment information.

• Generated financial reporting.

• Trained global investors on investment software. Goldman Sach’s, Salt Lake City, UT, Dec 2019 – Jun 2020 Confirmation Execution Analyst

• Maintained monthly logs for day gas trade and investment amendments with rate adjustments.

• Managed daily communications with clients to ensure trade confirmations.

• Reconciled financial data and reports on Excel.

• Researched and acted based on the company's guidelines on system: AS 400.

• Supported the team on risk management systems.

• Collaborated on special ad-hoc assignments

Morgan & Morgan Law Firm, Orlando, FL, Aug 2016 – Sep 2019 Senior Legal Assistant

• Analyzed medical data to determine the outcome of a case.

• Developed new processes for seamless case processing.

• Increased fees of approved cases.

• Maintained communication with clients and medical institutions.

• Provided expert advice on sensitive cases.

• Collaborated on special projects for the firm.

EDUCATION

A.G.M. UNIVERSITY

Master’s Degree in Public Affairs and Administration

UNIVERSITY OF PUERTO RICO

Bachelor’s Degree in Social Sciences

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