Anthony A. Rodriguez





About Me.

Hi, I'm Tony.

I was born and raised in Miami, FL and I currently live in Portland, OR. I attended Florida International University and Florida State University where I earned a Bachelor of Arts, a Master of Business Administration, and a Master of Science in Finance. I'm employed as a Senior Business Intelligence Analyst at Blue Harbor Senior Living where I work at the intersection of technology, data, and finance.

I love technology.

Not only do I use technology (SQL, SSRS, SSIS, SSMS, VBA, Visual Studio, Git) in my daily workflow as a Sr. Business Intelligence Analyst, but I also use it in my spare time as a hobby. I continuously strive to expand my skillset and I'm always looking for cool projects to sink my teeth into. Most recently, I coded an HTML5 Space Shooting game using Javascript and a library called Phaser.js. Check it out!

I'm a lifelong learner.

I have a passion for learning new things. It could be something as small as a new Excel formula or something as big as a new programming language. Currently, I'm studying for the MCSA: SQL 2016 Database Development certification through Microsoft and I'm reading a book called 'Visualizing Data' by Ben Fry, both of which will help develop my skillset in sourcing, cleansing, and analyzing data.


Sr. Business Intelligence Analyst
Blue Harbor Sr. Living
Aug. 2016 - Present

• Gather & define user requirements to understand data needs of internal stakeholders.
• Develop SQL queries to source, clean, and prepare data for analysis.
• Create complex analyses that lead to actionable insights using Excel and SSRS.
• Develop, test, and deploy database applications using SQL, SSRS, and SSIS.
• Create reports in SSRS and Microsoft Excel using financial and operational data.
• Plan, document, and implement ETL (Extract, Transform, Load) packages using SSIS.
• Promote sound data governance and policy as the company's primary data steward.
• Work with general ledger data to create monthly variance reporting and key performance indicator tracking.

• Mapped the data relationships of our ERP’s data model without a data dictionary, which led to the acquisition of new data and insightful analytical opportunities for the entire company.
• Created complex SQL queries, using joins, subqueries, views, derived tables, and other complex methods, that enabled the creation of automated reporting.
• Developed an automated report using SQL and SSRS to track the occupancy of twenty six senior living facilities, which saved 10+ hours a week of manual work and significantly eliminated errors.
• Created an automated daily dashboard for internal and external stakeholders that tracked key performance indicators and allowed for consistent monitoring of the business.
• Developed an automated commissions report using SQL and SSRS that fully replaced a manual process, saved over 20+ hours a month, and eliminated financial errors.
• Currently leading a project to convert our company’s CRM system by sourcing and converting our lead data to match the data model of the target system.

Environment: Visual Studio, MS SQL Server 2016, SQL Server Management Studio (SSMS), SQL Server Reporting Services (SSRS), SQL Server Integration Services (SSIS), Microsoft Excel, VBA

Sr. Investment Associate
Northern Trust Corporation
Oct. 2014 - Aug. 2016

• Developed custom reporting solutions using Excel, VBA, and internal business intelligence tools.
• Analyzed client financial data using quantitative and statistical formulas in Excel.
• Created custom VBA scripts to organize, clean, and automate the reporting process.
• Verified investment returns and correct any discrepancies affecting performance reporting.
• Developed custom dashboards in Excel to monitor investment performance.
• Created ad-hoc cash flow and balance sheet analyses to support key business decisions.
• Extracted and analyzed data sets of client financial data to find and correct errors.
• Created custom client presentations using PowerPoint, Adobe Pro, and Business Objects.

Investment Associate
SunTrust Investment Services
Aug. 2008 - May 2012

• Managed the investment relationships of international and domestic clients.
• Formulated asset allocations strategies and long term financial plans.
• Managed the daily cash flow needs of all clients.
• Responsible for keeping accurate and organized compliance records.
• Formulation of asset allocation strategies and long term financial planning and analyses.
• Coordination of monthly investment seminars.
• Awarded the 2009 Investment Associate of the Year award.
• Selected by central management to be the Investment Associate training officer for new hires.

Projects and Skills.

Personal Health Dashboard: A Tableau Personal Health Dashboard I created by extracting data from my Fitbit.

Sales Analysis Dashboard: I designed a dummy sales dashboard for a fake corporation.

Fantasy Football Analysis: Using fantasy football data form the internet, I created a visualization in Tableau of fantasy football points scored between 1999-2013.

Analyze NYC Subway Trends: Used Python, Pandas, SQL, and matplotlib to source, clean, organize, and analyze the trends of NYC subway riders.

Enron Fraud Analysis: Used Python and Scikit-learn machine learning algorithms to predict who was involved in the Enron fraud.

Personal Website: Source code to the website you are currently browsing. I used HTML, CSS, Python, Linux, jQuery, and d3 to create it.

Space Game: Source code to the space shooter game I developed using Phaser.js, HTML, and CSS.

Education and Awards.

Florida State University
Master of Science in Finance

Master of Business Administration

Florida International University
Bachelor of Arts

• Fluent in Spanish
• Udacity: Intro to Programming Nanodegree
• Udacity: Data Analyst Nanodegree
• 2016 Northern Trust Building the Business Award
• 2013 Florida Intercollegiate Case Competition participant
• 2012 Florida State University Certificate in Ethical Leadership
• 2009 SunTrust Investment Associate of the Year