Leitasha Rodriguez
Midland,TX
Summary
Detail-oriented operations and compliance professional with experience in a Financial Industry Regulatory Authority-regulated environment, supporting over $6 billion in client assets. Strong background in correspondence review, document management, reporting, and workflow improvement to increase efficiency and accuracy. Valued for providing strategic insight and forward-thinking solutions to enhance workflow efficiency and operational performance. Actively building advanced skills in Excel, Power BI, and data analytics.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
K2 Teacher
Trinity School of Midland
Midland, TX
2025 - Current
- Managed classroom operations, schedules, and communication
- Developed and implemented lesson plans tailored to individual student learning styles.
- Coordinated with parents and guardians to discuss student progress and address concerns.
- Maintained accurate records of student attendance, behavior, and academic progress.
- Promoted critical thinking through problem-solving tasks and collaborative group work.
- Built positive relationships with students and families for safe, trusted learning support.
Registered Client Associate (Compliance & Operations Focus)
RBC Wealth Management
Midland, TX
01.2023 - 01.2025
- Ensured compliance with FINRA regulations, including correspondence review and document retention
- Supported advisors managing $6B+ in client assets through reporting and operational support
- Developed dashboards improving timeliness of client advisory reviews
- Monitored account activity and resolved discrepancies to maintain accuracy
- Streamlined systems by organizing inactive accounts and improving efficiency
K2 Teacher
Trinity School of Midland
Midland, TX
01.2021 - 01.2023
- Managed classroom operations, schedules, and communication
- Developed and implemented lesson plans tailored to individual student learning styles.
- Coordinated with parents and guardians to discuss student progress and address concerns.
- Maintained accurate records of student attendance, behavior, and academic progress.
- Promoted critical thinking through problem-solving tasks and collaborative group work.
- Built positive relationships with students and families for safe, trusted learning support.
Payroll & Benefits Manager/AR Accountant
MD Cowan
Odessa, TX
01.2015 - 01.2019
- Managed payroll and accounts receivable processes and maintained financial records
- Assisted in preparing monthly financial reports for management review and decision-making.
- Recorded payments and reconciled accounts to ensure accurate financial reporting.
- Collaborated with team members to resolve billing inquiries and payment discrepancies.
- Monitored aging accounts receivable reports to identify collection opportunities and risks.
- Implemented filing systems for financial documents, ensuring compliance with internal protocols.
- Enhanced cash flow by ensuring timely invoicing, payment application, and account reconciliation.
- Processed payroll submissions accurately and timely, ensuring employee satisfaction and compliance.
- Maintained comprehensive records of payroll transactions and employee benefit elections.
- Maintained compliance with federal, state, and local payroll tax regulations consistently.
Education
BBA - Accounting
University of Texas of The Permian Basin
Odessa, TX08-2025
Skills
- Regulatory Compliance
- Finance and accounting
- FINRA Regulations
- Accounting report creation
- Correspondence Review
- Document Retention
- Financial Reporting
- Data Analysis
- Dashboard Development
- Workflow Optimization
- Client Account Management
- Salesforce
- Quickbooks
- Excel
- Power BI
- Generally accepted accounting principles (GAAP)
Certification
- Series 7 (Previously Held – Eligible for Reinstatement)
- Series 66 (Previously Held – Eligible for Reinstatement)
Timeline
Registered Client Associate (Compliance & Operations Focus)
RBC Wealth Management
01.2023 - 01.2025
K2 Teacher
Trinity School of Midland
01.2021 - 01.2023
Payroll & Benefits Manager/AR Accountant
MD Cowan
01.2015 - 01.2019
K2 Teacher
Trinity School of Midland
2025 - Current
BBA - Accounting
University of Texas of The Permian Basin