Leah Rodriguez

Provide executive and operational coordination across accounting, finance, acquisitions, and capital events functions. Collaborate closely with the Chief Financial Officer, Controller, Senior Vice President of Acquisitions, Director of Finance, Director of Capital Events, and periodically the President.

Executive & Financial Operations Support

• Manage operational and financial documentation supporting executive leadership across accounting, finance, and acquisitions functions.
• Compile and organize investor documentation and tax reporting materials, including K-1 distributions and supporting financial records.
• Prepare executive meetings by organizing documentation, communicating logistics, and preparing materials for leadership discussions.
• Collaborate with external CPA firms and accounting teams to compile documentation required for tax filings and financial reporting.

Corporate Entity & Compliance Coordination

• Maintain documentation supporting ~1,500 corporate entities, including EIN tracking, registered agent documentation, annual reporting, and corporate recordkeeping.
• Assist leadership and external partners in confirming entity structures and compliance documentation supporting tax reporting and corporate governance.

Project & Financial Administration

• Oversee financial administration of corporate projects including contract execution, purchase orders, payment facilitation, and vendor documentation.
• Monitor project financial activity to ensure alignment with contract payment terms and internal approval processes.
• Process and track 100+ financial transactions and project payments regularly, maintaining accurate documentation and compliance with internal controls.
• Audit project payments and financial records to ensure accuracy and completeness of supporting documentation.

Executive Communications & Investor Materials

• Coordinate executive meetings and corporate events by organizing meeting logistics, preparing documentation, greeting visitors, and communicating professionally with internal and external stakeholders.
• Assemble and distribute executive documentation packages including investor books, reports, and supporting materials used by senior leadership.
• Manage large-scale investor communications and document distribution using mail merge, coordinating mailings to 170+ recipients per distribution.

Process Improvement & Operational Support

• Design and implement Smartsheet trackers and workflow tools to improve visibility into projects, documentation tracking, and financial coordination activities.
• Organize documentation systems supporting corporate entity records, tax documentation, and compliance materials.
• Assist teams in adopting improved tracking systems and documentation workflows.

• Supported corporate headquarters operations for an organization with 100+ employees, managing administrative coordination across departments.
• Managed high-volume incoming calls and internal requests.
• Processed invoices and payment submissions within internal accounting systems.
• Coordinated corporate mail, shipping, and office logistics.
• Earlier Administrative Experience

• Provided administrative, scheduling, HR coordination, and operational support within healthcare and staffing organizations.