Roderick Arevalo — Projects
Proof, in dollars and code.
Reviews, tools, and programs that found real money — finance discipline and AI applied to real problems.
#COST SAVINGS #REVENUE #CARD PORTFOLIO
Cost Savings
Surfaced $8MM+ for one institution — as measured by a $2MM+ reserve release, $1MM+ in annual recurring savings, and a $6MM+ revenue leak recovered over four years — by rebuilding a card rewards reserve from real cardholder behavior and reconciling interchange income line by line against contract terms.
Explore the project →#M&A #DUE DILIGENCE #INTEGRATION
Acquisition & Integration
Took an acquisition from diligence to a clean set of books — as measured by a 300+ agent brokerage moving $1.7B+ a year in sales volume, folded onto our reporting calendar and into the consolidated statements, and office-level performance metrics built on top — by running the on-site due diligence and owning the accounting integration after close.
Explore the project →#AI #AUTOMATION #FINANCE
Investment Performance Dashboard
Delivered institution-grade portfolio reporting no brokerage provides — as measured by monthly returns benchmarked against SPY and QQQ, options income tracked to the dollar, and four account types consolidated into one view — by building a self-hosted Python system on the Schwab API.
#EDUCATION #FINANCE #LITERACY
Learn Money. Earn a Future.
Turning financial literacy into real savings for ages 14–25 — measured in actual dollars earned toward a college fund, vocational training, or a head start on retirement — by building a gamified platform where challenges, streaks, and milestones pay out real money. Not badges. Not gift cards.