John S. Rodriguez

Investor Advisor @Pareto Ai

San Francisco, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2022 — Present

Investor Advisor @Pareto Ai

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San Francisco, CA, US

EDUCATION

N/A

University of Notre Dame

Master's degree

N/A

Harvard Business School Online

CORe Credential of Readiness

N/A

University of California, Berkeley

Bachelor of Science

N/A

University of Notre Dame - Mendoza College of Business

Master of Science

N/A

University of California, Berkeley, Haas School of Business

Bachelor of Science

SKILLS

Revenue RecognitionFinancial StatementsFinancial ModelingIfrsUs GaapFinanceTaxCorporate FinanceGenerally Accepted Accounting Principles (Gaap)External AuditChartered Financial AnalystDue DiligenceConsolidationManagementGaapFinancial AnalysisValuationCpaBig 4U.s. Sec FilingsMicrosoft ExcelSec FilingsFinancial AccountingSarbanes-Oxley ActFinancial AuditsInternational Financial Reporting Standards (Ifrs)Internal ControlsAccountingAssuranceAuditingU.s. Generally Accepted Accounting Principles (Gaap)Financial ReportingInternal Audit

ABOUT JOHN S. RODRIGUEZ

17+ years accounting and finance experience• 7+ years Big Four public accounting: audit, M&A advisory, and technical accounting advisory (public and private clients)• 4+ years public company experience managing accounting at a large multi-national corporation (both technical and operational)• 6+ years start-up experience in hyper growth tech (SaaS, software, insurtech, and metadata) • Direct strategic advisor to CEO and CFO, built Finance functions from the ground up, FP & A, financial modeling, forecasting, budgeting, investment management, M&A, funding rounds, contract negotiations, procurement, treasury, tax, US GAAP financial restatements, internal controls and systems implementation, and first year audit preparation/execution • IPO experience drafting S-1 and S-11s, financial pro-formas and schedules, non-GAAP metrics, and addressing SEC comments • Extensive technical accounting implementation (US GAAP and IFRS), documentation, and analysis (incl. ASC 606 and ASC 842)• Managed up to 12 direct reports and Controller of 30+ employee accounting organizations• Experience with NetSuite, Oracle, SAP, Quickbooks, Workday, FloQast, Salesforce, ADP, Concur, Avalara, Anrok, and others • Certified Public Accountant (CPA)- Active• Chartered Financial Analyst (CFA)- Level 2 candidate• University of Notre Dame - Mendoza College of Business, Master of Science in Accountancy • University of California, Berkeley - Haas School of Business, Bachelor of Science in Business Administration • Harvard Business School Online - CORe Program Certificate• Columbia Business School - Effective Leadership: People, Teams, and Culture Certificate

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John S. Rodriguez — Investor Advisor at Pareto Ai in San Francisco, CA, US | Unifers