Rick Russell, Mba Email & Phone Number

Los Angeles Metropolitan Area

Los Angeles Metropolitan Area

• As the Reporting & Pricing Manager I:
• Developed and implemented pricing strategies for a variety of alternative fee arrangements (AFAs). Worked closely with attorneys and the marketing department in the preparation of RFPs and client pitches.
• Conducted in-depth analysis of competing pricing strategies to evaluate and update legal pricing to maximize contribution margin.
• Managed a team responsible for financial reporting and analysis, providing guidance and training to team members on pricing, reporting, and data analytics.
• Led the conversion of the firm's accounting system as the firm's project manager. Managed the rebuilding of the financial reporting system from the ground up utilizing SSRS, SQL, PowerBI, and Excel reporting.
• Built customized client performance reports and dashboards for internal monitoring and analysis.

• As a Summer Associate at Analysis Group I:
• Direct and supervised a team of 11 analysts in two different offices to complete over 100 hours of document review
• Researched differing types of 401k investment plans and created a memo on GAC’s (Group Annuity Contracts) and their place in 401k plans for insurance companies
• Directed the development of an exposure analysis for an ERISA case for a large retirement plan and supervised four analysts in the analysis estimating Plaintiff’s damages claims

Greater Los Angeles Area

• As a Business Analyst at Loeb & Loeb I:
• Developed cost/price proposals for new clients while assisting with the negotiation of rate/price increases with existing clients to ensure maximum value and minimum risk to the firm.
• Rebuilt annual reporting using SQL and Microsoft Excel VBA to automatically print customized individual memos for stakeholders.
• Constructed and maintained financial models to forecast the year-end collections and built reports to measure progress against the predictions.
• Provided ad hoc analysis and statistical reports to Chief-level executives enabling well-informed strategic decisions, in direct support of executive leadership.
• Implemented business intelligence strategy by rebuilding entire reporting infrastructure for ease of use and report automation.

Greater Los Angeles Area

• As an Independent Financial Consultant I:
• Designed and implemented dynamic custom financial model for Workers Compensation law firm showing industry standard and custom performance metrics. The firm utilized my financial dashboard to sign two Fortune 500.
• Collaborated directly with the firm’s partners and delivered updates and progress reports.

Los Angeles, California

• As a Financial Analyst at Latham & Watkins I:
• Summarized large volumes of data in executive summary schedules and reports, developed financial models, and provided billing, accounts receivable, bankruptcy, statistical, and analytical support to both internal and.
• Managed a team of eight colleagues as lead analyst to create a globally distributed Project Management guide with best practices that resulted in a large reduction of write offs for excessive time per year and better.
• Supported ten global partners on Business and Human Capital Management as the sole on-site representative of the financial analysis department in yearly weeklong meetings. Presented clear and concise reports from.
• Built a six-page custom financial dashboard in Microsoft Excel for one of the firm’s largest clients to help monitor the client relationship and matter performance.
• Built and maintained budget to actual reporting for effective project management.

Los Angeles, CA

• Fulcrum Inquiry is an accounting and economics consulting firm that performs economic damages analysis involving commercial litigation, financial investigations, business valuations, and forensic accounting.As a.
• Contributed to the performance of forensic accounting, fraud audits, lost profits analyses, and business valuations within tight deadlines while working on multiple cases at one time.
• Communicated the results of complex litigation matters to attorneys and peers at all levels.
• Summarized data into useful information displayed via graphics and charts in Microsoft Excel to be viewed by a non-financial audience.
• Researched financial metrics for business valuations using the 10k’s of multiple public companies and wrote business valuation guides, two of which have been published on the company website.
• Collaborated with large and small teams of senior and junior colleagues.

University Of California Santa Barbara

• Presented workshops to groups ranging from 5 to 100 people utilizing the latest research on health and wellness, gaining a comfort with presentations and public speaking
• Taught effective verbal communication and active listening life skills to community and peers developing my interpersonal skills and my ability to work in groups
• Organized workshops and events for the campus community as the head of the presentations committee, and created and maintained working relationships with campus organizations for presentations, marketing, and.
• Lead team to create new informational packets on effective communication and distributed them to community members, reaching over 500 people in one day, 35% more than previous campaigns

Santa Barbara, California

• Studied Applied Statistics and SociologySpecific areas of study include:
• Research Methods. Both Qualitative and Quantitative
• Mathematics: Calculus
• Statistics: Non-Parametric Methods, Linear Regression
• Programming: SAS, Python, and R
• English: Research and Writing

Master Of Business Administration - Mba (Stem Designation), Finance, Accounting, And Statistics, 3.9

Activities and Societies: Beta Gamma Sigma Member; Dean's List Honoree; Board Member of Marshall Data Analytics Club and Marshall Finance.

Accounting And Business/Management

Bachelor Of Arts (B.A.), Statistics And Sociology, 3.57

Activities and Societies: Health and Wellness Peer Health Academic InternshipGraduated with Honors

Graduate Certificate In Financial Analysis And Valuation, Accounting And Finance, 3.9