Kathryn Rothell
Birmingham,AL
Summary
Experienced Senior Legal Financial and Pricing Analyst specializing in driving results through proficient management of financial forecasting, budgeting, and project oversight. Demonstrated success in achieving cost savings through effective budgetary practices. Strong communication and collaboration skills, ensuring effective cross-functional partnerships.
An analytical professional prepared to drive strategic pricing initiatives and maximize revenue opportunities. Extensive experience in conducting detailed market analysis and developing competitive pricing strategies. Known for strong teamwork and adaptability to changing market dynamics. Proficient in data analysis and financial modeling.
Overview
6
6
years of professional experience
Work History
Senior Finance and Pricing Analyst
Bradley Arant Boult Cummings, LLC
12.2021 - Current
- Worked with 3E vendors to assist with the implementation of 3E Cloud.
- Served as subject matter expert for financial systems, including Elite 3E, ensuring data integrity and process optimization.
- Developed and automated financial reports (ALL of them after moving to 3E) and dashboards using SQL, 3E, and Power BI, streamlining month-end and ad hoc reporting processes.
- Supported end-user training and documentation for financial applications, improving firm-wide adoption and efficiency.
- Performed data reconciliation during the implementation of 3E to maintain accurate financial reporting.
- Partnered with Director of Finance to design reporting solutions for budgeting, forecasting, and profitability analysis.
- Prepared pricing presentations and financial summaries for client pitches and RFP responses (to Fortune 100 clients), contributing to successful business wins.
- Prepare detailed and summary financial reports for internal and external use covering specific subject areas.
- Create month-end and year-end presentations and reports for the Board of Directors.
- Modeled the financial impact of rate increases, client-specific discounts, and cost structures across practice areas and offices.
- Analyzed client profitability, matter budgets, and pricing proposals, identifying opportunities to optimize margins and drive revenue growth.
- Partnered with attorneys, practice group leaders, and business development teams to deliver strategic recommendations for new business proposals.
- Supported annual rate-setting processes by analyzing market benchmarks, firm financial targets, and client sensitivities.
Part-Time Legal Project Assistant
Bevill & Bevill
01.2019 - 12.2021
- Developed and maintained complex pricing models and AEAs to support client negotiations and recommendations.
- Oversaw aspects of various projects and implementations to ensure efficiency and smoothness.
- Coordinate and manage interviews, recruitment, and hiring.
- Develop ideas to strengthen local community ties by outreach.
- Initiate virtual educational seminars for the partner to engage the community regarding disability law updates.
Senior International Banking Analyst
ServisFirst
07.2021 - 11.2021
- Supervise the international department to ensure the Operations team meets service level agreements for all products and provides a high level of customer service.
- Implement various new departmental reporting and Excel balancing reports to the general ledger.
- Master Fiserv and JPMorgan Access to process domestic and international inbound and outbound wires and wire transfers.
- Issue, amend, and maintain standby on commercial letters of credit.
- Examine documents present under commercial, standby and export letters of credit.
- Process foreign exchange trade accounting.
- Prevent fraudulent activity by spotting suspicious behavior and identifying problematic transactions.
Account Services Associate
StoneX
06.2019 - 07.2021
- Processed ACAT and non-ACAT customer account transfers.
- Processed residuals on outgoing ACATs.
- Reviewed and monitored mutual fund fails as they relate to account transfers.
- Processed cost basis, tax reporting, and pricing requests.
- Processed foreign withholding and government tax payments to each state.
- Processed escheatment to the state.
Education
Bachelor of Science - Business Administration
University of Alabama At Birmingham
01.2021
Skills
- MS Office (Excel, Word, Outlook, and PowerPoint)
- Elite 3E
- Aderant
- SQL in SSRS, SSMS
- Power BI (Data Insights)
- Pricing strategies
- Advanced analytics
Timeline
Senior Finance and Pricing Analyst
Bradley Arant Boult Cummings, LLC
12.2021 - Current
Senior International Banking Analyst
ServisFirst
07.2021 - 11.2021
Account Services Associate
StoneX
06.2019 - 07.2021
Part-Time Legal Project Assistant
Bevill & Bevill
01.2019 - 12.2021
Bachelor of Science - Business Administration
University of Alabama At Birmingham
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