Robert Rodriguez

Current

• Business Operations Analyst, II at Advent Software

Past

• Legal Assistant at Markun Zusman & Compton LLP
• Legal Secretary at Long & Levit, LLP

Education

• University of California, Berkeley

Recommended

1 person has recommended Robert

Connections

207 connections

Industry

Financial Services

Robert Rodriguez’s Summary

Committed, focused business analyst supporting a Professional Services Operations group at a financial software company. Equally comfortable in financial, legal, and high-tech environments. Provide leadership to my team and seeking to take on greater leadership.

Robert Rodriguez’s Specialties:

- Analysis of business data and operations to identify company performance and trends for executive team
- Revenue and cost tracking and analysis
- Creation of complex Excel dashboards
- Cross-functional partnership for product development and operational analysis
- Computer software UAT (user acceptance testing)

Robert Rodriguez’s Experience

• Business Operations Analyst, II

  Advent Software

  (Public Company; Computer Software industry)

  February 2006 — Present (3 years 6 months)

  • Develop and update written financial policy and procedures
  • Develop weekly forecasts
  • Revenue accounting and reporting for all Professional Services departments
  • Assist with the write-off and credit process on accounts
  • Responsible for expense tracking and reporting to Professional Services team
  • Ability to offer different multiple solution alternatives
  • Review and analyze revenue trends as it relates to month to date and year to date information
  • Prepare a monthly report for management outlining the finds and results of the analysis
  • Point person for project setup, maintenance and support for Professional Services Tracking system (Quickarrow)

• Legal Assistant

  Markun Zusman & Compton LLP

  (Privately Held; 11-50 employees; Law Practice industry)

  April 2003 — February 2006 (2 years 11 months)

  • Manage calendars for attorneys and staff
  • Draft pleading and discovery documents
  • Proofread and file legal documents with California and Federal courts
  • Make travel arrangements for partners
  • Brief clients on status and developments of their matters
  • Manage vendors and oversee payment of invoices
  • Manage client billing
  • Manage 401(k) deposits and distribution
  • Manage enrollment for Medical and Business Insurance
  • Review accounting profit and loss analysis
  • Oversee payroll for San Francisco and Los Angeles offices
  • Recruit and hire administrative staff
  • Conduct exit interviews for departing employees and administer benefit continuation

• Legal Secretary

  Long & Levit, LLP

  (Privately Held; 11-50 employees; Law Practice industry)

  June 2001 — April 2003 (1 year 11 months)

  • Supported the Managing Partner and two senior partners
  • Made travel arrangements for managing partner
  • Created individualized marketing pamphlets distributed to the American Bar Association
  • Created confidential memoranda for distribution at all levels
  • Took lead of secretary department and organized meetings to effectuate procedures and develop a formal universal training
  • Managed client billing
  • Manage calendars for partners
  • Drafted pleadings and correspondences to clients and opposing counsel
  • Reviewed and finalized Professional Liability and Employment Law Updates for internal and external use in the legal community

Robert Rodriguez’s Education

• University of California, Berkeley

  B.A. , Political Science , July 1996 — December 2000

  Activities and Societies:

  Acacia Fraternity

Robert Rodriguez’s Contact Settings

Interested In:

• career opportunities
• new ventures
• job inquiries
• reference requests
• getting back in touch