Rodrigo Velasquez

About Rodrigo Velasquez

Strategic financial leader specializing in transforming financial data into actionable growth strategies for ambitious businesses ($1M-10M revenue). As Chief Financial Strategist at Tailwinds Finance, I partner with growth-focused SMBs to provide next-generation financial leadership and strategic guidance.I help growing businesses transform financial chaos into strategic clarity through- Strategic Financial Planning & Analysis - Operating Budget Development & Management- Long-range Planning & Forecasting- Cash Flow Management & Optimization- KPI Dashboard Development & Monitoring- Financial Operations Enhancement- Growth Strategy Implementation- Tech Stack OptimizationFrom optimizing multi-million dollar cloud investments to now transforming how growing businesses approach financial strategy, my journey represents the evolution of modern financial leadership. At Tailwinds Finance, I combine my experience in high-growth technology environments with strategic financial advisory to help businesses scale intelligently.I work with founders and business owners who are-> Growing revenue between $1M-10M-> Looking to scale their business strategically-> Needing clear financial visibility and KPIs-> Ready to optimize their financial operationsMy approach focuses on: Bold Strategy Dynamic Transparency Next-Gen Finance SolutionsTypical client outcomes include- 25-40% improvement in cash flow management efficiency- 15-20% reduction in operational costs through process optimization- Implementation of 12-18 month rolling forecasts- 30% reduction in monthly closing time- Development of 15+ key performance indicators for data-driven decisions- 20-30% improvement in budget accuracy- Creation of 3-5 year strategic financial roadmaps- Streamlined financial tech stack reducing manual processes by 40%Apart from the world of Strategic Finance, I remain a part-time DJ, a foodie at heart, and a passionate soccer fan. I am always looking to connect with growth-minded business leaders - let\'s discuss how strategic financial leadership can help scale your business.Book a consultation:

Experience

1. Founder Chief Financial Strategist

   Tailwinds Finance

   Jan 2025 — Present · Cleveland, OH, US

   Providing strategic financial leadership to growth-stage businesses ($1M-10M revenue), with focus on technology, SaaS, and professional services companies- Strategic Financial Leadership & Growth Planning- 3-5 year roadmaps, KPI dashboards, cash flow optimization- 30% reduction in monthly close cycles- Rolling 12-18 month forecasts- Financial Operations Enhancement & Growth Strategy- Tech stack optimization & automated reporting- Pricing strategy & unit economics optimization- Data-driven decision supportSpecialized in helping ambitious businesses scale through modern financial leadership, combining enterprise expertise with hands-on guidance.

Education

• King University

  Bachelor of Arts (B.A.), Business Administration & Economics

• University of Maryland - Robert H. Smith School of Business

  Master of Business Administration (M.B.A.), Finance, General

Skills

• Marketing Strategy
• Dcf Valuation
• Management
• Financial Analysis
• Solar Energy
• Leadership
• Demand Supply Planning
• Compensation Structures
• Data Analysis
• Budget Monitoring
• Contract Negotiation
• Spanish-Speaking
• Strategic Planning
• Project Management
• Pricing Strategy
• Startup Development
• Microsoft Office
• Project Finance
• Market Research
• Financial Modeling
• Renewable Energy
• Ims Data
• Entrepreneurship
• Budgets
• Finance
• Financial Forecasting
• Business Strategy
• As400 Administration
• Microsoft Excel
• Financial Operations
• Strategic Financial Planning
• Software as a Service (Saas)
• Business Development
• Pharmaceutical Industry
• Strategy
• Ac Nielsen