ben rodriguez resume coo cfob
TRANSCRIPT
Ben Rodriguez [email protected] ∙ (646) 342 4416
Expertise in finance and operations, with demonstrated success in improving organizational systems to increase operational efficiency and long-term financial stability. Experienced in aligning resources to meet
strategic objectives. Develop innovative solutions to challenging issues facing mission driven organizations.
AREAS OF EXPERTISE
Strategic Planning Team & Project Leadership Systems Analysis Stakeholder Engagement Cross-Functional Collaboration
Leveraging Technology Budget Management Financial Planning Strategic Execution
Internal Controls
Coaching & Mentoring Talent Acquisition Change Management Compensation Planning Board Relations
PROFESSIONAL EXPERIENCE
CJFY, Inc., Brooklyn, NY, 2016 – Present Principal Advisory and consulting services to non-profits and small businesses in areas related to financial management, operational efficiency, strategy development, administrative oversight, and real estate asset development and management.
• CFO for human services organization providing mental health services and child care, supported with multiple state and local grants • Advisor to Executive Directors and Chief Financial Officers • Provide asset management services for affordable housing portfolio of over 3,000 units • Assist in development of strategic plans for non-profits and small business • Develop tools, including dashboards, to track key performance indicators and monitor performance • Advise on the development of systems, and manage projects to enhance financial, operational, and HR processes • Create analytical tools to oversee property management operations • Deliver trainings on financial management, budgeting, HR operations • Adjunct Professor at Baruch College teaching Principles of Finance New Visions for Public Schools, New York, NY, 2015 – 2016 Chief Operating Officer/Chief Financial Officer Largest educational reform organization dedicated to improving the quality of education for 45,000 high school students in NYC’s public schools.
• Developed strategic direction with President and senior management team to prepare business plans for new and/or reengineered initiatives • Oversaw Finance, Accounting, HR, Technology, Facilities, and Legal functions with a direct staff of 40 • Managed $80M operating budgets (parent organization and 7 charter affiliates) and reserve fund of over $22M • Collaborated with fundraising and program managers to prepare proposals and budgets, and provided periodic status reports to funders • Identified and negotiated 30K square foot new headquarters, including $2.3M in renovation allowance and $1.8M in free rent • Negotiated new UFT contract resulting in strong school economics and ability to recruit and retain teachers • Enhanced financial reporting to senior management and Charter School Board of Directors • Implemented new performance management and recruitment system to support 500+ staff Network for Teaching Entrepreneurship, New York, NY, 2009 – 2014 Chief Operating Officer/Chief Financial Officer Education organization serving 19,000 students domestically and 50,000 internationally.
• Managed annual budget of $16M and administered $10M endowment fund • Developed strategic direction, created performance metrics, and built significant partnerships • Appointed Co-President to help lead organization through senior leadership transition • Oversaw Finance, Accounting, HR, Technology, Facilities, and Legal functions with a direct staff of 15 • Improved financial reporting and oversight leading to an increase in revenue by 29% and net assets by 8% • Implemented key systems to provide operational efficiency, including new performance management system, expense tracking system, and organizational intranet • Managed directly 2 field offices and supported operations and financial functions of 9 geographically dispersed field offices • Negotiated 15-year office lease, managed entire relocation project including renovations, lease/purchase
Ben Rodríguez ∙ (646) 342 4416 ∙ [email protected] Page 2
CJFY, Inc., Brooklyn, NY, 2007 – 2009 Principal Advisory and consulting services to non-profits and small businesses in areas related to financial management, operational efficiency, strategy development, administrative oversight, and real estate asset development and management.
• Provided asset management services for affordable housing portfolio of over 1,100 units • Assisted in development of strategic plan for small business leading to expansion and 20% increase in revenues • Developed and delivered pre-testing fiscal audit preparation service leading to successful agency-wide audit and unqualified opinion • Created analytical tools, including dashboard, to oversee property management operations
VIP Community Services, Bronx, NY, 2000 – 2007 Senior Vice President (2004 – 2007) Vice President, Finance & Administration (2000 – 2004) Non-profit partner to Bronx community providing social services and real estate development, responsible for $70M in assets and annual operating budgets of $29M (parent organizations and 15 affiliates)
• Assisted President in guiding organization’s strategic initiatives providing vision, leadership, and direction • Oversaw Finance, HR, Real Estate, Facilities Management and Article 28 clinic • Stewarded additional $5M in assets, increasing total assets to $27M • Turned around health clinic operations and improved annual revenues by 38% • Negotiated 4 new real estate projects and secured over $500K in developer fees • Implemented budget review process for improved oversight • Developed asset management tools and protocols to strengthen owner oversight of real estate portfolio consisting of 12 entities with over 700 units • Transitioned portfolio to new property Management Company • Led effort to purchase 70K square foot commercial building using IDA bonds
National Equity Fund, New York, NY, 1995 – 2000 Vice President, Portfolio Management Operations (1996 – 2000) Regional Director, North East Region (1995 – 1996) Nation-wide asset management operations for leading syndicator of housing tax credits.
• Managed a $3 billion real estate portfolio consisting of investments in 900 properties in 40 funds and directed 42 asset management professionals • Exceeded benchmark investment returns on 38 out of 40 funds • Decreased number of troubled projects in portfolio by 13% • Maintained compliance infractions under 1% • Improved cash flow position for overall portfolio by 14% • Created analytical reports for General Partners increasing “customer satisfaction”
Youth Services Bureau, New York, NY, 1994 – 1995 Assistant Commissioner, Chief Information Officer & Financial Management Agency responsible for 3 bureaus that managed 800 contract accounts valued at $45M planning, coordinating, and supplementing activities devoted to the welfare and protection of youth
Housing Preservation & Development, New York, NY, 1988 – 1994 Director of Operations, Planning & Systems Development (1992 – 1994) Director, Financial & Management Analysis (1988 – 1992) Real estate organization responsible for foreclosing properties delinquent in real estate taxes with a portfolio of 5,000 buildings.
EDUCATION
Pace University, MBA, Financial Management Fordham University, BS, Corporate Finance
PROFESSIONAL AFFILIATIONS & COMMUNITY INVOLVMENT
Served on several non-profit boards as Chair of Finance Committee and Chair of Merger Committee Provide finance and budget training to parents at public schools. Taproot volunteer.