Julio Rodriguez
- Role
- Senior Director Finance at Lumicell
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Julio Rodriguez
Head of Finance, leading financial operations from clinical stage through to the…
Experience
Senior Director Finance
Sep 2021 — Present
Head of Finance and Accounting/ Executive Leadership Team Member for Oncology Medtech Company - Lead the development of annual and long-range Operating Plans covering: Clinical Trials, Drug Development & Manufacturing, Device R&D & Manufacturing, Operations and Commercialization spend - Developed and implemented company’s monthly/annual financial reporting packages which include: o Department month-end close variance analysis, cash-flow tracking and companywide KPI tracking o Recommendations for cost savings and identification of potential expense overages o Financial reporting packages for the Board of Directors and Audit Committee - Conduct monthly and annual accounting close process - Oversee annual financial audit and tax filings - Developed valuation model for VCs/investors and contributed to pitch decks for fund raising activities - Support Series D&E fundraising activities: equity and convertible notes and manage cap table - Support Commercial Launch Strategy Q1 2024 - Supported 3PL research, selection process and implementation - Lead Drug and Device sales forecasting - Provided support Business Development and due diligence activities - Conducted market research for competitive landscape analysis - Supported Reimbursement research and strategies - Support CEO/CFO with day-to-day financial operations (POs, staffing approvals, ad-hoc analysis, contract/insurance management, 409a valuation & etc.)
Education
Stanford University Graduate School of Business
Emerging CFO: Strategic Financial Leadership Program
Hudson Valley Community College
A.S., Business Admin
The College of Saint Rose
B.S., Finance
Skills
- Financial Analysis
- Finance
- Financial Accounting
- Pmo
- Powerpoint
- Financial Reporting
- Budget Advisor
- Process Improvement
- Project Management
- Blackline
- Policy
- Analysis
- Strategic Planning
- Proposal Writing
- Business Analysis
- Auditing
- Business Strategy
- Budgeting
- Program Management
- Meditech
- Mergers & Acquisitions
- Budgets
- Microsoft Excel
- Change Management
- Business Process Improvement
- Leadership
- Forecasting
- Data Analysis
- Consulting
- Business Planning
- Business Development
- Management Consulting
- Management
- Financial Modeling
- Strategy
- Mergers
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