Luis Roa Email & Phone Number

Philadelphia, Pa, Us

• Analyze and respond to complex, ambiguous Requests for Proposals (RFPs), strategically developing mutually beneficial pricing arrangements outlined in Engagement Letters for multi-million-dollar deals• Generate financial and statistical models to enhance reporting for partners and associates, enabling more informed decision-making on individual matters and ad-hoc requests, utilizing data visualization & business intelligence (BI) tools• Collaborate with 130+ partners YoY to generate new business by preparing in-depth financial analyses of client relationships, providing actionable recommendations to improve profitability, contributing to $400M+ in revenue with a CAGR of ~7.2%• Develop comprehensive financial presentations for firm management meetings and deliver detailed analyses on utilization trends; KPIs; and write-off impacts to the partnership revenue, ensuring clarity and advising on strategic objectives• Deconstruct financial performance and work with Practice Group leadership to develop the annual budget, factoring in group sensitivities, the nature of legal work, and internal/external variables impacting operations• Consolidates, analyzes and reports monthly, quarterly and annual financial results and compares against key performance indicators; budget; historical results; and other specified benchmarks, while providing associated variance explanations; risks; and opportunities analysis

Philadelphia, Pa, Us

• Develop and survey client operations tracking instruments via Excel, by consolidating substantial multivariate data sets• Compose formal memoranda for pre-trial hearing conferences involving 15+ case matters• Introduce and develop independent ad hoc projects for the extension of services provided to existing clients• Serve as the sole liaison of the firm for the development of external discovery projects for transferred case matters• Coordinate hearing logistics for the successful execution and attendance of international remote arbitration participants• Prepare and perform supplemental arbitration submissions necessary for the successful fulfillment of requirements imposed within procedural orders issued by the Arbitration Institute of the Stockholm Chamber of Commerce (SCC)• Prepare and coordinate the distribution of 200+ legal hold notices, client data requests, and vendor data analysis requests, for the initiation of fact discovery processes• Categorize and code database consisting of over 9,000 documents for the facilitation of key document retrieval, resulting in the prevention of medical radioactive material spread, and leading to the appropriate containment of a nuclear spill• Facilitate 10+ training sessions pertaining to; legal requests for preservation and extraction of discovery documentation, excel data management skills, various other software techniques for optimization of task completion time

Philadelphia, Pa, Us

• Directed and coordinated the efforts of 30+ staff roles and multiple vendors to ensure flawless execution of over 160 private events, each hosting up to 300 guests• Conduct product demonstrations and create customized product packages for prospective clients, achieving a 92% escalation rate and contributing to an annual average sales closing of over $1.5M.

Bachelor Of Science In Business Administration (Bsba), Finance And International Business

Associate Of Science In Business Administration (Asba), Business Administration And Management, General