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sandy rodriguez

@sandyrodriguez

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Assistant Controller at Faropoint overseeing financial reporting, close processes, and tax and regulatory filings.

United States

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At Faropoint, I review and prepare quarterly and annual financial statement packages and oversee close processes for management company entities. I also coordinate tax and regulatory filings and oversee audits for compliance with IFRS and US GAAP.

Previously, at Arch Insurance Group Inc., I managed financial reporting close activities, prepared analysis and schedules for 10Q/10K filings, and supported the transition to Workday. Earlier, my work at Deloitte & Touche LLP and Ernst & Young, LLP included audit and international tax reporting.

Experience

Work history, roles, and key accomplishments

Current

Assistant Controller

Current

Faropoint

Jul 2026 - Present (3 months)

Review and prepare quarterly and annual financial statement packages for management company entities. Conduct variance analysis of financial results against budgets, forecasts, and actuals, and oversee team operations for efficient month-end and quarter-end close.

Financial Reporting Variance Analysis Budgeting Forecasting KPIs Team Leadership Process Improvement Technology Implementation Internal Controls Tax Filings Audit Management IFRS US GAAP

Manager Financial Reporting

Arch Insurance Group Inc.

Jan 2025 - Jul 2026 (1 year 6 months)

Managed the team to facilitate an efficient quarterly close to meet reporting deadlines. Collaborated with senior finance leadership on system implementation, prepared 10Q/10K filings, and oversaw SOX compliance and audit processes.

Financial Reporting Team Management Workday 10 Q Filings Process Automation Mentorship Consolidation Inter Company Eliminations Foreign Currency Translation Variance Analysis SOX US GAAP MD&A Board Presentations Project Management

Senior Financial Analyst

Arch Insurance Group Inc.

Mar 2022 - Jan 2025 (2 years 10 months)

Performed fluctuation analysis of the Income Statement for North America results. Coordinated with Worldwide insurance segment teams to produce quarterly reports and management discussion and analysis report (MD&A).

Financial Analysis Variance Analysis MD&A Excel Inter Company Reconciliation Audit Support Process Improvement

Financial Analyst

Arch Insurance Group Inc.

May 2021 - Mar 2022 (10 months)

Assisted management in creating Management Discussion & Analysis reports, incorporating data from various business units. Utilized IBM Planning Analytics via TM1 for reconciliations and prepared quarterly close activities.

Financial Analysis MD&A IBM Planning Analytics TM1 OneStream Excel Data Cleaning Database Management Quarterly Closings

Audit & Assurance Senior Assistant

Deloitte & Touche LLP

May 2020 - May 2021 (1 year)

Designed and executed audit procedures based on understanding of client's business and internal control processes. Tested journal entries, reviewed accounting estimates, and communicated internal control gaps to Partners.

Audit US GAAP US GAAS PCAOB Auditing Standards Internal Controls Journal Entry Testing Customer Relationship Management

Tax Senior 2

Ernst & Young, LLP

Oct 2018 - Apr 2020 (1 year 6 months)

Prepared and reviewed taxable income calculations for international entities, including forms 8865, 8858, 5471, and 8621. Researched international tax issues and coordinated with US and India teams.

International Tax Tax Compliance 8865 Form 8858 IRS Form 5471 Form 8621 Check the Box Elections Section 965 ACI 318 Form 987 IRC Section 163(j)GILTI Foreign Tax Credit Client Communication Team Coordination

Tax Staff

Ernst & Young, LLP

Jan 2017 - Oct 2018 (1 year 9 months)

Researched tax technical concepts in the Internal Revenue Code and applied them to client needs. Examined and responded to IRS, state, and local tax notices for domestic and international entities.

Tax Research Internal Revenue Code Tax Notices State And Local Tax Client Services

Education

Degrees, certifications, and relevant coursework

Rutgers, The State University of New Jersey

Bachelor of Science, Accounting

Grade: 3.84

Earned a Bachelor of Science in Accounting and a Bachelor of Science in Business Management from Rutgers Business School in May 2016, with a GPA of 3.84.