ben rodriguez resume coo cfob

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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

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Page 1: Ben Rodriguez Resume COO CFOb

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

Page 2: Ben Rodriguez Resume COO CFOb

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.