Rod is a Director with more than two decades of financial advisory, lending, and operational experience with companies ranging from small startups to large multinational corporations. This experience spans companies not only in the U.S., but also overseas in China. Rod specializes in structuring and analyzing large amounts of data to help business leaders execute accretive transactions, set KPIs, track performance, assess their cash position and drive change within their organizations.
Since joining Accordion, Rod has partnered with the management of private equity-backed companies to establish key business metrics, build annual budgets, improve stakeholder reporting and manage liquidity to ensure covenant compliance. Specifically, he has built 13-week cash forecast models, managed liquidity and covenant compliance for a company with operations in the US, Canada, the UK and Europe, and streamlined the data aggregation process to reduce the time required to prepare stakeholder reporting.
Prior to Accordion, Rod was the Director of Finance at a digital media startup based in Shanghai, China. As the most senior member of the finance team, he led the company’s stakeholder reporting process, managed cash flow and Treasury, drove the financial aspects of capital raising, developed product and services pricing models, and oversaw the annual audit process. Rod and the Founder raised over $10 million in funding from angel, VC and strategic investors.
Before to moving to China, Rod was based in New York City and spent one year as the Finance & Planning Manager at CIFC Asset Management, a private equity backed $3 billion loan asset manager. He maintained the company’s long range financial forecast model, built loan portfolio cash flow analyses, and managed financial reporting to the firm’s lenders.
Prior to switching to the operational side, Rod had a decade of financial advisory, M&A and lending experience at firms such as Morgan Stanley and Citigroup. His clients ranged from large Fortune 500 companies to small and medium-sized enterprises across a variety of industries. Rod specialized in analyzing key business drivers to build long-term forecasts for valuation purposes and to assess cash flow viability for lending purposes.
Rod graduated from the University of North Carolina at Chapel Hill with a B.S. in Business Administration and from Columbia University with an M.B.A in Finance. He was awarded an M.B.A. fellowship from the Robert Toigo Foundation.
“The journey of a thousand miles begins with one step.”