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10+ years of experience
Assist in the preparation of the daily NAV of funds held by our clients, including position and pricing verification and reconciliation with oversight of corporate action processing. Responsible for servicing about $22 billion in total assets managed by our clients.
- Interact extensively with portfolio managers, traders, trade support group, counterparties and internal support departments to review pricing methodology and procedures. Provide month end pricing and valuation reports on portfolios to clients.
- Responsible for extracting and verifying manual prices from brokers, clients and vendors.
- Utilize VBA programs to extract data from vendor database for the client’s use.
- Security Master maintenance. Perform various analytical projects for senior management.
- Extensive daily use of Bloomberg systems; experienced in working with multiple asset classes and financial instruments such as Fixed Income securities, Derivatives, and Equities.
0-5 years of experience
- Generated pricing requests from multiple telecommunications carriers
- Created Visio network diagrams to create visual aids for clients to understand network designs
- Accurately completed all pricing requests to assist sales team
- Played an integral role in establishing new clients and expanding existing client networks
- Maintained and controlled accurate records for future use
- Served as subject matter expert (SME) on product portfolios
0-5 years of experience
- Achieved a 18% rise on 24 hour turn around on quotes and special pricing
- Built stronger relationships with distributors for negotiations and biddings/ new business
- Revision and modifications of P.O., price and margins
- Involved in comparing and providing competitive pricing in the market
- Keeping contract pricing aligned with day to day opportunities
0-5 years of experience
- Built and managed dedicated pricing tools to improve pricing analysis and measure performance across products and services, identified possible improvements to current pricing tools, streamlined current processes and participated in the design and development of updated pricing tools, quotes, and scenario pricings for the sales team
- Assisted higher management with a quarterly product performance review and product reports to help influence managerial level decisions, aided in merger and acquisitions, developed in-depth knowledge of [company name] products, and supported marketing and sales functions by providing transactional and competitive elasticity price analysis
- Demonstrated effective communication and teamwork skills by engaging in constant communication within the finance department and researched through banks of data to develop product forecasting for the company
0-5 years of experience
- Analyze and administer pricing requests per pricing process, including additions/changes/deletions of products from existing price lists, new customer price lists, transfer pricing setup and maintenance, intercompany transfers, and price adjustments in SAP for the North American Refinish Business
- Drive the pricing and discount/surcharge process; requesting and documenting all appropriate approvals to ensure compliance
- Manage contract/agreement process by distributing price adjustments and contract renewal notices, price adjustment letter templates, and historical purchase data to the sales team and leadership
- Create and maintain published price lists
- Experience using SAP, Salesforce, Tableau, and Excel
0-5 years of experience
Responsible for managing individual pricing and discount structures for all US customers.
- Maintain current market and promotional pricing events.
- Work closely with District Sales Managers (DSM) and Sales V.P.s to ensure that pricing and retail promotional structures are kept current and valid.
- Verify that prices submitted by DSMs fall within acceptable margins
- Responsible for many facets of system maintenance in our ERP system, JDEdwards.
- Sales reporting using our CRM system, SalesForce.
6-10 years of experience
- Responsible for product management to support worldwide sales teams.
- Built strategic relationships with supplier partners, internal sales teams and field engineers.
- Worked with sales teams and field engineers to identify customer specifications and requirements to successfully secure orders and negotiated target pricing.
- Updated and managed all vendor price lists within my product line to meet sales margins and maximize profits.
- Quoted and processed all sales requisition requests worldwide.
- Cross referenced parts to other manufacturers to secure orders for current and future requests. Maintained cross reference file in the system.
- Created Excel spreadsheets to track current sales quotes to enable efficient follow up action and for credit/customer hold reports to manage fulfillment of sales order pipeline and order release.
- Processed and maintained inventory management for all reserve parts for current and scheduled orders in the system.
- Expedited vendor orders to ensure parts were on schedule.
0-5 years of experience
- Manage relationship with currency traders as the global pricing and currency specialist for cross border solutions
- Partner with CBC, CMC, GNB, eFX, CTS, and FI sales teams and product specialists to develop innovative solutions for clients
- Advise clients of any new currency developments and regulations by updating currency guide and currency broadcast alerts
- Provide governance and spearhead pricing strategy project that ensures client pricing is within the pricing framework
- Collaborate with Product Development on multiple projects simultaneously to enhance the product offering and capabilities
- Perform strategic pricing analyses with financial modeling for sales and management that increases incremental revenues YoY
6-10 years of experience
Ensure merchandise signing, labels, and tickets are priced accurately.
- Arrange and reset store shelves, signs, labels, and merchandise.
- Use excellent planning, organizing, and numerical skills to work quickly and accurately.
- Train new team members. Work as part of a fast, fun, and friendly team culture.
0-5 years of experience
- Manage multiple client specific NASDAQ and mutual funds throughout open market business days and after close hours.
- Price securities to calculate daily Net Asset Values on client’s mutual funds with the Pricing Source Agreement, guaranteeing client fulfillment and claim.
- Analyze and validate daily financial data and maintain required controls, collaborate with internal teams and clients ensuring accurate data and financial reporting.
- Research and escalate inconsistent data, apply proper functions and calculations to financial vendors.
- Maintain diligence and multitask duties while consistently communicating with client operations and internal teams under aggressive deadlines.
0-5 years of experience
- Analyze international pricing of pharmaceutical products to satisfy the requests of various countries’ ministries of health and to serve best interests of Merck’s internal pricing requirements.
- Designed an automated report to generate price certificate statuses and deadlines to increase efficiency of the process and reduce the risk of overlooking action items.
- Fixed issues with pricing templates in order to streamline international pricing approval requests.
0-5 years of experience
- Supported requests for estimates on new business contracts, contract changes, program changes, etc.
- Frequently used the Cognos System, Cost Pricing System (CPS), Travel Estimating System (CTES), Estimating Data Information Systems (EDIS), IFPS, ICHS, and other associated systems
- Knowledgeable of ITAR, EAR, TINA and FAR government compliance requirements
- Served as a Finance team lead intermediary role for Facilities Team renovations to office buildings
- Served as move coordinator & ergonomics focal for the Puget Sound PW Finance organization
- Executed and analyzed Metrics, Estimate at Completions (EACs), Credit Debit proposals, certifications, internal verifications, gate/management reviews, assorted cross functional coordination between departments/organizations and numerous teams
0-5 years of experience
Pricing specialists employ pricing strategies that meet the company’s standards, policies and procedures. Assists the Transportation Manager in general pricing activities, contract pricing compliance, and pricing maintenance functions to maximize the company’s gross margins contributions.
- Manage and administer electronic system files; database maintenance of customer contracts, including pricing, EDI procurement & testing.
- Prioritize contract requests by adhering to established turnaround time to ensure timely resolutions.
- Research pricing by customer and market segments
- Develop strategic pricing models to maximize margins and sales
- Analyze and remediate pricing and margin discrepancies
- Produce bid pricing for national, corporate or strategic customers
- Establish positive and strong operation relations
- Implement customer contract pricing
- Assist Transportation Manager with other projects as needed
0-5 years of experience
- Research daily yield components breaks for daily reporting clients holding funds with complex securities
- Review associates’ work by assessing risk & reasonability of tolerance breaks
- Update accounting software by sourcing to Bloomberg and applying client elections (reviews include checks for cross currency changes, preferred dividends, convertible bond price updates and corporate action postings)
- Maintain spreadsheets to ensure accurate yield calculations based on client elections for funds holding Limited Partnerships and Real Estate Investment Trusts
- Prepare accurate and timely daily/monthly SEC Yield comparison reports sent to clients to evaluate fund performance
- Create training guides and present material to group during weekly team meetings
- Work heavily with State Street software and Excel functions such as pivot tables, v-lookups, and conditional formatting
6-10 years of experience
- Estimated and validated Boeing spare (aftermarket) part sales and quotes incorporating pricing strategies with predetermined analytics and algorithms to capitalize revenue generation.
- Established, maintained, and analyzed various commodities to ensure pricing accuracy and margin analysis to assist with business initiatives.
- Utilized program databases to collect and analyze cost and non-cost data to establish pricing estimates.
- Applied and maintained historical part information to price items appropriately.
- Reviewed customer price discrepancies and communicated results of said findings to customers.
- Developed and revised policies and procedures.
- Facilitated communications with internal work groups regarding statement of work to promote synergy and shared goals.
10+ years of experience
- Setup and maintain customer contract pricing in ERP based on customer distribution agreement and vendor contracts.
- Implement changes to the distribution agreements.
- Explain pricing structures and system functionality to sales associates.
- Research and document pricing methodology to respond to customer audits.
- Assist with training of new cost & pricing associates.
- 2 Thomas J. Stewart awards for performance on difficult customer audit and Premier onboarding.
- Volunteered to represent department in ongoing SSA/FSA cost & pricing alignment initiative.
- Regularly called upon to provide various kinds of reporting to sales including usage, stocking, and vendor information across all branches of FSA.
- Developed Access database tool used by department to track internal audit information including customer costs.
0-5 years of experience
- Enters all request for sale contract entry, provides insight into contract details, applications and reconciliations to support external customers and Finance, Sales, and Trading departments
- Manages rolling, amendments and settlement of all contracts necessary to support both internal and external customers as outlined within the Contract Administration Policy
- Monitors and manages contracts and contract application as it applies to volume position as well as financial position impacts
- Ensures compliance and impact against the Contract Administration Policy through understanding of pricing components within a sale contract
- Ability to read proposed contract terms and extract information as it relates to pricing
- Supports Risk Management Teams as it relates to contract management
- Understands and manages the financial impacts of our processes as related to the P/L
- Collaborate across business functions to identify, create and implement process improvements as they relate to order processing and order fulfillment
- Work with other functional teams to assist with new customer setups, new product roll outs, pricing and special promotions
0-5 years of experience
- Implement all pricing changes in up to 45+ stores in the Midwest utilizing industry specific software such as Retalix and Category Analyzer
- Analyze, research and troubleshoot all pricing related issues within the categories of dairy/frozen, grocery, meat/seafood, and food service
- Provide margin analysis of retails and temporary price reductions
- Review, audit and perform setup and verification of new retail items for existing and new store grand openings, as many as 1,000 items daily on ad pricing
- Building pricing promotions through front end software
- Responsible for the audit of invoices for cost discrepancies and working with direct vendors as issues arise
- Collaborate with merchandising teams to analyze margin issues and pricing strategies
- Facilitate communication between vendors and buyers when cost issues arise
0-5 years of experience
- Compiling and computing freight rates, including other charges for transportation services according to rate tables, applicable regulations and company guidelines and procedures.
- Create new rate tables and update rate tables under the supervision of the director or manager.
- Answers mail or telephone inquiries from sales, shippers, freight brokers or other industry related, regarding rates and billing questions.
- Examine bills of lading and assist in filing claims. Maintain, assist and process files for claims related to over and under charges.
- Assist in compiling analytical information to analyze and interpret trends for revenues and expenses.
- Reviews rates and provide recommendations and solutions to improve accurate customer billing.
- Ensure accuracy of rate changes and accessorial charges by comparing current rates to previous rates.
- Respond to rate quotation requests in a timely manner.
- Maintain up to date information regarding charge-backs and over-payments.
- Maintain and update the weekly, monthly and quarterly fuel surcharge schedule.
0-5 years of experience
- Ensure and maximize gross profit margins on retail and commercial sales
- Monitor, evaluate, analyze and report competitor pricing
- Analyze sales history and competitive pricing trends
- Utilize with Tableau and SQL to analyze sales, pricing and inventory
- Utilize Mozenda web scraping to retrieve competitive pricing data for analysis
- Identify industry trends and deviations
- Adjust retail and commercial level pricing as markets or demand shift
- Research and correct errors detected on exception reports
- Drive pricing process excellence within department
0-5 years of experience
- Pricing Specialist
- Hardlines Sales Associate
- Merchandising
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
