Alex Rodriguez

Alex Rodriguez

Managing Director, TAS Analytics & Innovation Leader

CPA, CFA

BDO Orange County Office

714-338-2474

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Executive Summary

Alex Rodriguez leads the analytics team for the Transaction Advisory Services (TAS) practice. In this role, he works closely with TAS professionals in creating and delivering analytics to clients on buy-side and sell-side transactions. The analytics are used both pre-deal and post-deal to help clients assess the earnings power of target companies as well as other key operating metrics.

Prior to joining BDO, Alex founded and led the Advisory Service’s Data Analytics group at a global professional services firm. His team assisted delivery units across the firm with the analysis and presentation of large, complex data sets, including working with the Transaction Services, Performance Improvement, Valuation, Forensics, Machine Learning, Audit and Internal Audit teams. While there, Alex was co-chair of the firm-wide data analytics committee and a member of the data governance council.

Prior to that, Alex was an investment research analyst at several large alternative asset management firms, including Oaktree Capital Management and Neuberger Berman (formerly Lehman Brothers Asset Management), that specialize in investing across the capital structure of target companies. He has extensive experience performing fundamental analysis including modeling cash flows, assessing liquidity, evaluating covenants, and analyzing sector and company trends. Alex began his career in the Audit and Advisory Services group at a Big Four firm.

Education

M.B.A., Finance/Accounting, University of Chicago
B.A., Economics/Accounting, Claremont McKenna College