$4.8B
VP Controller — Commercial Bank
Owning the close, regulatory reporting, and the board package for a $4.8B balance sheet — today.
Numbers your board can bet on.
For 20+ years I've built the reporting, controls, and teams that boards, regulators, and auditors rely on — at institutions from $1B to $18B+ in assets.
01 / 06
Roderick Arevalo — in numbers
20+
years leading FI accounting & regulatory reporting
$18B+
largest institution supported
$4.8B
balance sheet I help steer today as VP Controller
2
charters mastered — commercial banks & credit unions
02 / 06
Career wins
Results boards remember.
Two decades of taking financial institutions' numbers from good enough to bulletproof.
Change Maker
Financial Institution Executive
Led credit union finance teams through major strategic change — and the reporting never missed a beat.
Stress Tested
ALM & Risk Programs
Capital, liquidity, and rate-risk programs that stand up to examiners — at institutions from $1B to $18B+.
ALCO
Board-Level Reporting
Financial reporting boards actually use — trustworthy, repeatable, and built for decisions.
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Expertise
One executive. The full finance stack.
01
Regulatory reporting
Call reports, stress testing, and examiner-ready filings — on time, every cycle.
02
GAAP & audit readiness
A close that's clean, documented, and repeatable. Auditors sign off; nobody sweats.
03
ALM & stress testing
Rate risk, liquidity, and capital modeled before they become surprises.
04
Board & ALCO communication
Packages that turn raw numbers into decisions — built for directors, not accountants.
05
Data, AI & automation
Python, analytics, and AI applied to finance ops — operational solutions for today's problems.
04 / 06
Projects
Proof, in dollars and code.
#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 →$2MM+Reserves eliminated — one-time adjustment
$1MM+Ongoing savings — annually, in perpetuity
$6MM+Revenue leak plugged — over four years
#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.
StackPython · Schwab API
TypeSelf-hosted reporting system
DeliversBenchmarked returns · Options income to the dollar · One consolidated view
Explore the project →
#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.
FocusBudgeting · Credit · Saving & investing
AudienceAges 14–25, and the partners who back them
StatusBuilding now — talking with early partners
Explore the project →I also write — about careers, leadership, and how AI is reshaping work.
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Skills
What you get when I take the seat.
01Numbers people trust
Financial reporting isn't producing numbers — it's building the processes and teams that make those numbers trustworthy, repeatable, and useful for the people making decisions with them.
02Both sides of the industry
Commercial banks and credit unions — I've led finance in both worlds and know them from the inside: the shareholder side and the cooperative side.
03Examiner-ready by default
GAAP compliance, stress testing, regulatory reporting — I build the financial infrastructure that regulators and auditors sign off on, not scramble-season workarounds.
04Old-school discipline, new-school tooling
Traditional finance rigor paired with data analytics and AI — finding operational solutions for today's problems is the whole point.
05Performance driven
Finance that pays for itself — I run the department as a profit contributor, not overhead.
- Automation that cuts hours from every close and reporting cycle
- Vendor and contract scrutiny that surfaces real, recurring savings
- Balance-sheet strategy: pricing, investment yield, and funding mix that add income
- Forecasting that catches cost creep before it compounds
06 / 06
Contact
Have a seat to fill? Let's talk.
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