Ricardo Rodriguez

About Ricardo Rodriguez

I recently earned my MBA from California State University, Long Beach, graduating with a 3.85 GPA and ranking in the top 1% of all graduate students. Before that, I completed my Bachelor of Science in Finance (also at CSULB) where I built a strong foundation in financial management, capital markets, and analysis.Throughout my academic and professional journey, I’ve developed a passion for using financial insights to solve real world problems, drive business decisions, and support operational efficiency. I’ve had the opportunity to apply these skills in roles across healthcare and legal industries, gaining experience in budgeting, forecasting, data reconciliation, and cross-functional collaboration.Now, I’m actively seeking an opportunity with a company where I can continue to learn, grow, and contribute. I’m eager to be part of a team that values innovation, precision, and a strong work ethic. I’m ready to bring that energy into everything I do!Let’s connect!

Experience

1. Accountant

   Sagent Management

   Oct 2025 — Present

   Manage financial operations for 10+ clients, overseeing month-end and year-end close processes to deliver timely, decision-ready financial reporting.• Analyze financial statements, cash flow activity, and expense trends to provide actionable insights to business owners and executive teams.• Oversee AP, AR, payroll, and expense management functions, strengthening internal controls and optimizing working capital efficiency.• Partner with client leadership to support budgeting discussions, cost monitoring, and performance evaluation initiatives.• Prepare detailed financial workpapers and management reports used to inform operational and strategic decisions.• Leverage enterprise systems including QuickBooks (Online & Desktop), SAP, NetSuite, Ramp, Brex, TriNet, and Salesforce to streamline reporting and improve financial visibility.• Utilize advanced Excel modeling (pivot tables, XLOOKUP, variance analysis) to enhance forecasting accuracy and identify cost-control opportunities.• Support multi-entity environments by ensuring financial accuracy, scalability, and process optimization across growing organizations.

Education

• California State University, Long Beach

  Bachelor's degree, Finance

  2017 — 2021

• California State University, Long Beach

  Master of Business Administration - MBA