ALEX RODRIGUEZ
Asperwood Circle Coconut Creek, FL 33073 (954) 803-2347 alex@arprotrader.com
Skills and Attributes
A highly creative, goal oriented professional with strong financial, accounting and analytical experience –
Demonstrated experience in financial analysis, financial modeling, forecasting, strategic planning,
budgeting, direct management of assets and hands on accounting compilation and reporting – Extremely
task and detail oriented – Highly organized with the ability to manage multiple projects and deadlines –
Strong work ethic and commitment to excellence in all projects undertaken – A team player working
effectively with all levels of staff and management – Exemplary communication and interpersonal skills –
Computer proficient – Bilingual – Listed and a Member of the Who‟s Who of Professionals 2001.
Professional Employment History
AR Financial Services, Inc. – AR Accounting & Tax Services, Inc.
President
January 2001 to February 2011 - SOLD Business
Consulting work for a variety of different enterprises, including but not limited to Accounting Services,
Tax work, Real Estate, Investing, Manufacturing, Production, Services, CPA Firms, etc. Dealt with
company executives advising on company policies, procedures, and structural layout of both
finance/accounting functions, as well as, the overall direction of the company. Acted as the Controller for
most cases while revising the departments and establishing proper procedures to adhere. Work extensively
with CPA firms in the preparation of Individual and Corporate tax returns, (1040, 1120, 1120S, 1041, 990)
as well and compilation, and write up work.
POMTOC, LLC.
CFO – Chief Financial Officer
October 99 to December 2001
Direct the organization‟s financial planning and accounting practices as well as its relationship with lending
institutions, and shareholders. In charge of over 30 Million in gross revenue. Oversee and direct treasury,
budgeting, audit, tax, accounting, purchasing, long range forecasting, and insurance activities for the
organization. Direct the controller in providing and directing procedures and computer applications
systems necessary to maintain proper records and afford adequate accounting controls and services.
Appraise the financial position and issue periodic financial statements reporting the financial stability,
liquidity and growth. Analyze and consolidate all accounting procedures together with other statistical and
routine reports. Oversee and direct the preparation and issuance of the corporation‟s annual report. Analyze
studies of general economic, business, and financial conditions and their impact on the organization‟s
policies and operations. Established and maintain contact with stockholders, financial institutions, and all
related parties. Key member of a financial study of land renovations and development. Successfully
converted to a new, advanced accounting system. Incorporated policies and internal controls to maximize
cash flow and reduce receivables by 25%. Directed the implementation of a company wide computer
network system; enabling the satellite office to have “live” connection to pertinent data. Streamlined and
reduced financial reporting cycle by 50%. Completed and put into operation the 2000 Budget ahead of
schedule. Directly involved in analyzing acquisitions and implementation of new business practices. Direct
and oversee the global financial operations, as well as having my finger on the pulse of all micro activities.
Report directly to the Board of Directors.
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National Real Estate Management, Inc., PLC Investments, Ltd., 420 Lincoln Road Associates, Ltd.,
Sherwood West, Ltd., Kendall Cove, Ltd., 666 Biscayne Blvd., Ltd. The Vernon Group.
May 97 to October 99
Controller
Responsible for reporting on over 150 million in assets. Report directly to the President and Chairman.
Manage financial and administrative operations. Analyze and account for all commercial leases. Direct the
work of six functional entities. Active in formulating and implementing organizational and fiscal policies.
Plan, develop and evaluate all systems and functions accurately within established deadlines. Improved
month-end financial close 65%. Initiated and completed the 1999 Budgets ahead of schedule. Developed
monthly budget variance reports, revenue analysis and over twelve schedules decimating the fiscal
activities. Reduced receivables by 33%. Improved department productivity via streamlined task
implementation. Responsible for monthly Financial Statement preparation and integrity, Cost Analysis,
Cash Flow projections, Payroll, Budget preparation and maintenance, Performa projection on investments,
Real Estate and Securities. Manage accounting and administrative staff of over 30. Oversee all accounting
functions for accuracy and integrity, Stock Market recommendations, portfolio analysis and reconciliation.
Streamline operations for maximum profitability. Approve all payments and transactions. Due diligence
work on all potential property acquisitions, hiring survey experts, etc. Oversee all renovations, meeting
ADA compliance. Financially analyzing methods to minimize the load factor. Responsible for the overall
macro accounting and financial operations, reporting and control while hands on the micro daily
operations. Manage financial operations for Real Estate development, Country Club operations, and lot
sales. Maintain an efficient production level while properly allocating costs. Responsible for the full
financial cycle through Financial Statements. Financial forecasting and budgeting. Property development
financial analysis and due diligence.
Morrison, Brown, Argiz & Company, CPA’s
April 95 to May 97
Senior Accountant
One of the top ten CPA firms in FL. Responsible for monthly accounting compilations of over 45 clients,
along with payroll and tax returns. Full Financial Statement preparation and reporting. Financial analysis,
including stocks and options. Strategic planning and forecasting on various investments including Short
Against the Box, Covered Calls and Shorting Puts. Responsible for recommendations and reconciling of
different portfolios.
Scheckner & Berezin CPA’s
October 91 to April 95
Accounting Manager
Responsible for accounts supervision and overall financial management of the company. Reported directly
to the Partners. Monthly compilation work for over 30 clients. Individual and Corporate tax returns.
Computer systems management. Aided in several IRS audits. Forensic accounting support to the partners.
Supervised accounting staff.
Florida International University
September 88 to July 91
Financial Analyst / Accountant
Created the 1991 Fiscal Budget for the Campus Recreation department. Created and maintained the
accounting books for the department while reconciling to the budget. Created and computerized all
management reports. In charge of all accounts payables and revenue analysis. Reported to the Director.
Education
BS Business Administration – Accounting ‟91
MBA – Management/Finance „92
MST – Taxation „95
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