A boutique accounting and consulting firm dedicated to serving our clients and cultivating the next generation of high-caliber professionals.

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Roberto Rodríguez

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Roberto Rodríguez is a finance and accounting professional with over 14 years of experience in financial operations, compliance, and strategic analysis. His career spans roles in the healthcare, technology, and retail industries, where he has led financial reporting, process optimization, and cross-functional collaboration initiatives. He has an accounting bachelor from the University of Puerto Rico at Rio Piedras.

Previously, he served as Financial Operations Manager and Global Head of Sales at Sexy Brand in California, overseeing budgeting, forecasting, compliance, and strategic planning. He also worked at Abarca Health as a Finance Operations Analyst, supporting billing, reconciliations, and compliance functions for major healthcare clients. 

Education & Degrees

  • B.B.A. in Accounting - University of Puerto Rico, Río Piedras

Certifications & Skills

  • IBM Certified Developer – Cognos TM1 10.1

  • Advanced Microsoft Office (Excel, Word, PowerPoint)

  • Proficient in QuickBooks, Hyperion, PHMS, and Changepoint

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Meet the Team

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Picture of Gretell Báez

José Sierra

Gretell Báez

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Picture of Pedro Esparra

Juan Berríos

Pedro Esparra

Ambar Cordero

Tiffany Albaladejo

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Roberto Rodríguez

Boutique Firm - Local Expertise - Global Standards

Services

Audit Support and Finance
Department Scaling

  • Serve as liaison with external auditors, regulators, actuaries and other specialists

  • Perform complex analyses, accounting guidance and support

  • Preparation of business plan, financial forecasts, budgets, and cash flows

  • Finance Staff Augmentation

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Risk Management and
C-Suite Day to Day Support

  • Provide expertise and resources for Enterprise Risk Management/Credit and Operational Risks

  • Compliance/Technology - Pre-Implementation Readiness and Post-Implementation Check-In

  • Project Deployment including Change Management PMO

  • Virtual C-Suite

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Corporate
Governance

Advise in Corporate Governance Structures and the design and implementation of finance/accounting policies and procedures. and internal controls.

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We are providers of sophisticated accounting and consulting services from Puerto Rico.