Pricing Associate Resume Samples

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M Lowe

Myrtie

Lowe

81724 Madisyn Springs

Los Angeles

+1 (555) 644 6304

81724 Madisyn Springs

Los Angeles

Phone

p +1 (555) 644 6304

Experience Experience

Dallas, TX

Pricing Associate

Dallas, TX

Beer, Treutel and Torp

Dallas, TX

Pricing Associate

Daily price change review across universe of holdings as well as providing these reports to the portfolio management teams
Supports World Class Operations Management Initiatives for pricing process improvements
Constantly evaluate processes and procedures for inefficiencies, and make recommendations for improvement
Build a network of contacts throughout the business, especially within account teams and the Global Pricing & Commercial Management team
Promotes an environment where each employee makes safety their first priority
Executes order verification activities
Understand the commercial drivers of account and engagement performance

Philadelphia, PA

Asset Pricing Associate

Philadelphia, PA

Kshlerin Inc

Philadelphia, PA

Asset Pricing Associate

Ad-hoc project work as directed
Provide subject matter expertise support to downstream teams and clients
Perform daily pricing and validation of all investment assets
Contribute to ongoing developments of the pricing control process
Liaise with pricing vendors, brokers and clients to resolve issues and minimize risk
Understand the effect that changes in prices and other data elements have on the market value of an account and be sensitive to these changes
Participate in client meetings

present

Boston, MA

Transfer Pricing Associate

Boston, MA

Cummerata-Denesik

present

Boston, MA

Transfer Pricing Associate

present

Assist in managing transfer pricing engagements and business development initiatives
Assist in developing recommendations and implementation plans
Assist in draftin transfer pricing policies and global core documentation
Working on the global documentation review project
Working closely with other team members
Work with other parts of business to document all active transaction flows
Analyse information, apply economic and financial knowledge to client situations, and develop effective approaches to clients' financial circumstances

Education Education

Bachelor’s Degree in Finance Discipline

Virginia Commonwealth University

Bachelor’s Degree in Finance Discipline

Skills Skills

Exposure to a strong control environment and awareness of good financial controls is desirable
Strong analytical skills and attention to detail
Strong skills in communicating with a global, diverse group of colleagues
A high level of personal commitment, and is self-motivated, innovative, flexible, a team player, and able to work under pressure to meet deadlines
Ability to multi-task in fast paced environment
Act as a primary contact point for queries from colleagues in the controllers group and the VAT and tax teams, respond to ad-hoc queries efficiently and effectively
Excellent interpersonal and presentation skills
Continually seek opportunities to streamline and enhance the business-as-usual deliverables
Excellent excel skills are essential
Support the team with a substantial project to transition many manual processes onto an automated IT solution, including documentation, testing, development and controls

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Pricing Associate Resume Examples & Samples

Daily support of the trading process as it relates to pricing
Daily quality control and validation of time series data including security pricing, analytical and corporate action data
Liaise with market data vendors and market dealers
Interact with internal and external clients to serve as a financial services helpdesk, managing expectations of service delivery, and providing superior customer service
Perform testing of in-house valuation software and external vendor products
Run and review various pricing controls and resolve exceptions as needed
Candidate must possess and demonstrate a working knowledge of fixed income, equity and derivative instruments as well as the skills and ability to work in an entrepreneurial and team oriented environment
Candidate would ideally have up to five years’ experience in a fund administration or similar valuation role in financial services
Candidate must have enthusiasm for, and comfort with, working in a fast pace environment while maintaining attention to detail
A college/university degree in Finance, Computer Science, or a related field is preferred
Candidate must have the ability to quickly learn the intricacies of complex financial instruments
Candidate must possess excellent communication skills, both written and oral, to enable effective interaction with internal and external clients
Working knowledge of Bloomberg, Reuters, Interactive Data and MS Office Suite as well as SQL, Unix commands, PERL, etc. is an advantage

Transfer Pricing Associate Resume Examples & Samples

Working on the global documentation review project
Working closely with other team members
Work with other parts of business to document all active transaction flows
Assist in draftin transfer pricing policies and global core documentation
Relevant Transfer Pricing Experience within FS sector
Ideally CTA qualified or equivalent
Strong communciations skills
Ability to prioritise and make risk based decisions

Pricing Associate Manager Analyst Resume Examples & Samples

Identifying opportunities to adjust cross functional processes to improve profitability
Gaining alignment of management and peers using information gleaned from analysis
Manage any process required and implement the necessary changes in effected teams

Pricing Associate Resume Examples & Samples

Daily price change review across universe of holdings as well as providing these reports to the portfolio management teams
Daily override checks for performance team to ensure accurate reporting
Daily reconciliations of both the risk management system and the accounting system, making certain both systems are in sync, and updating when an override is necessary
Daily client derivative reporting, as required by client agreements
Daily collaboration with fund custodian to calculate and supply pricing not readily recorded by pricing vendors
Daily communication with pricing vendors on pricing challenges and querying their universe
Monthly collection of vendor and dealer prices and aggregation in the pricing database
Monthly participation in portfolio valuation process
Timely response to queries affecting both the risk management system and the accounting system
Manage special projects within Pricing Team
Undergraduate degree with 5+ years of fixed income and/or middle office experience
Understanding of fixed income securities
Proficiency in VBA and SQL programming is a plus
Organized, detail oriented and extremely thorough while having the confidence and communication skills to ensure work processes are completed accurately and appropriately
Excellent time management and ability to multitask
Proficiency in all Microsoft products required with a particular emphasis on Excel
Limited travel is required

Pricing Associate Resume Examples & Samples

Support new rate card approval decisions and processes. Prepare analysis and Executive Summaries for Leadership of our largest accounts
Provide robust margin modelling in support of our biggest and most complex pursuits under the guidance of the Pricing Executive. Analyse engagement margin drivers, provide advice and collaborate to optimise pricing decisions
Build a network of contacts throughout the business, especially within account teams and the Global Pricing & Commercial Management team
Understand the commercial drivers of account and engagement performance
Support/oversee/maintain pricing databases and control lists
Support/oversee/maintain/create pricing reports and processes
Identify areas for improvement in terms of financial, pricing and reporting processes. Help to support the margin initiative
Ensure that the information / reports / analysis provided to the business are relevant, timely, and accurate to enable senior management to run the business. Identify and help to resolve issues arising from financial reports
Provide cover for other members of the Global Accounts Finance team as appropriate
Perform ad-hoc analysis and reporting as appropriate
Support the roll out of new initiatives, systems and processes
Be proactive in continuing own professional development

Transfer Pricing Associate Resume Examples & Samples

Assistance with the preparation of transfer pricing policy and preparation of transfer pricing planning reports
Preparation of transfer pricing documentation to substantiate transfer pricing positions taken
Assistance with transfer pricing aspects of tax authority queries or formal audits
Acting as the preferred advisor to multinational companies, addressing ad hoc transfer pricing queries
Assist in developing recommendations and implementation plans
Develop and deliver transfer pricing and economic ideas with timely, responsive services and work products, and identify opportunities for transfer pricing and other services
Assist in managing transfer pricing engagements and business development initiatives
Assist in managing engagement economics by organizing staffing, tracking fees and communicating issues to project leaders
Build strong internal relationships within the transfer pricing team and across other service
Fluent in both written and spoken Japanese and English (mandatory)
Strong leadship, organizational, project management and analytical skills

Market Access & Pricing Associate Resume Examples & Samples

Implements local pricing strategies for Merck Biopharma in line with global and regional pricing strategies and policies
Implementation of local pricing strategies of all products and all channels
Timely anticipation of opportunities to increase price or the need to decrease price
Develops business cases for profit optimization assuring cross-function alignment
Support of Market Access Manager in business case development
Alignment with franchise and finance about the business case
Manages Pricing Tools in the country (data input, consultation of available info for self and other team members)
Full understanding of the Pricing Governance rules and workflows, including throughput times
Full understanding of Global Pricing Online tool and the applicable procedures
Timely submission of price approval requests
Completion of the price approval process on the online Global Pricing Tool
Periodic validation of local prices on the online Global Pricing Tool and keeping them up to date
Provide administrative support to the Market Access, Pricing and Policy Department
Ensure HCP, Meeting and other compliance requirements are met
Organising of Funder and other stakeholder meetings
Tracking of events and / or projects
Mapping of local MAP / GAP stakeholders
Previous pricing experience would be advantageous

Pricing Associate Analyst Resume Examples & Samples

Coordinates and assists with marketing activities of pricing programs
Monitors and maintains terms and conditions of pricing programs to Channel partners, and liaises between Sales Organization and Channel Partner. Identifies deviations and recommends action
Consults with District Account Executives and Channel Managers to ensure competitiveness in requested support situations in order to acquire additional sales and increased market share for Canon U.S.A., Inc
Manages bid activity with regard to day-to-day activity through proper documentation and reports. Analyzes data and reports to upper management trends in a clear, well-organized manner, in short periods of time in order to accomplish Function 1 effectively
Runs detailed reports, assists users when needed, maintains system, and generates and test new enhancements
Maintain all existing contract pricing
Will gather information, perform basic analysis and provides reports on pricing program performance
Administers and prepares communications, spreadsheets and system data for price agreements to Channel Partners
The position requires a Bachelor's degree or equivalent experience
A minimum of 2 years of relevant experience is required
Strong MSoffice skills are required
Excellent communication skills are also required

Transfer Pricing, Associate Resume Examples & Samples

Bachelor of Science or Bachelor of Arts degree in Accounting/Finance/Economics or related field; Advanced degree preferred
3-5 years of transfer pricing experience in industry, public accounting or consulting
Ability to understand complex business structures and implement practical and effective transfer pricing solution
Strong analytical and PC skills (Word, Excel, PowerPoint, etc.)
Outstanding verbal and written communication skills and experience working across multiple levels, functions and regions
Self-motivated and the ability to work both independently and as an effective team member
Strong organizational skills, including the ability to coordinate, prioritize and manage multiple projects

Transfer Pricing Associate Resume Examples & Samples

Prepare and deliver transfer pricing studies
Participate in functional analysis interviews
Value intangible assets
Bachelor’s or Master’s degree from an accredited college or university in economics, finance, business, accounting or statistics required
Excellent written and verbal communication skills, solid research skills, and the ability to work in a team environment and/or independently
Understanding of basic economic and business principles
Proficient in MS Office tools specifically Word, PowerPoint and Excel
Ability to travel in the U.S. and potentially to foreign locations (up to 10%)

Pricing Associate, Senior Resume Examples & Samples

Education: Bachelor’s degree required, preferably in Economics, Finance, Social Science, Statistics or Communications (Negotiation)
Negotiation and storytelling skills
Assertive with the ability to resolve conflict
Analytical inquisitiveness / demonstrated curiosity
Calm temperament and resilience under pressure
Attention to detail and quality
Good listener and excellent verbal communication
Problem (puzzle/game) solving ability

Pricing Associate Resume Examples & Samples

Prepares FMV for specific product(s) in compliance with customer & INCO Terms guidelines
Maintains pricelists for assigned markets/products: Updates all electronic systems such as SAP, KMS, PQR, SharePoint; Updates Quote books and reviews for obsolete pricing
Completes Price Adjustment Formulas (PAFs) template and reviews with supervisor to determine general price increases and product pricing updates
Executes Order Verification activities: Validates/audits order entry price against quote; Verifies pricing in electronic systems; Releases orders for production
Supports the Customer Bid Process: Creates and reviews pricing with supervisor; Completes bid sheets
Completes, audits, and conducts basic analysis on various reports monthly
Investigates price discrepancies; determines potential cause and resolution
Generates basic costs within electronic systems
Supports World Class Operations Management Initiatives for pricing process improvements
Demonstrates and fosters the Bemis Core Values
Promotes an environment where each employee makes safety their first priority
Education - Bachelors degree in Business Administration with a strong emphasis on Finance, Cost Accounting, Marketing or Statistical Analysis preferred
Experience - 1 to 2 years of price administration experience
Strong knowledge of Microsoft Office with emphasis on Excel, Word, and PowerPoint

Pricing Associate Resume Examples & Samples

Move product to different areas within the Warehouse using basic Warehouse equipment
Sorts, counts, and tags product accurately by utilizing the LLCR Pricing Standards; Labels completed boxes for storage within the Warehouse
Prepares orders for tagging by using the Retail Inventory System
Prepares stickers for Retail Stores when needed; Prepares and ships stickers to vendors
Provides verification and double checks on Warehouse orders and Receivers
Ensures excellent Customer Service
Ensures a Safe working environment

Pricing Associate Resume Examples & Samples

Process requests for parts pricing received from dealers, field parts sales, or internal customer support departments in a timely manner. Update customers with status when information is not immediately available. Follow up with suppliers, purchasing, and procurement when information not immediately available. Raise unresolved issues to supervisor for resolution as required
Utilize comparative parts, part function, technical analysis of part based on blueprint design for proprietary parts, and vendor pricing strategy to determine price class and price strategy for part
Understand supplier cost base levels including marketing unit PDC cost, Direct Ship Program cost and supplier independent aftermarket costs. Establish price quote based on product strategy and cost
Review inquiries from dealers and field sales to validate published prices. Update parts pricing systems with new part information for PDC distributed items. Analyze new part add reports and calculate parts pricing for systems update. Assign parts to proper price group and validity codes based on product strategy
Develop quotes based on bill of materials and manufacturing costs. Coordinate cost information with manufacturing facilities and packagers to maintain current cost information
Coordinate with Pricing Strategy Analysts on pricing or process recommendations as needed
Associate’s Degree in Business Administration, Finance, or Accounting or equivalent 3-4 years’ experience in Parts Marketing, Planning, or Parts Sales Administration, Bachelor’s Degree preferred
Strong communication skills in English and Spanish (spoken/written) preferred
Advanced level in Microsoft Excel
3-4 years’ experience in Parts Marketing, Planning, or Parts Sales Administration, Bachelor’s Degree preferred

Transfer Pricing Associate Resume Examples & Samples

Update, run and analyse numerous transfer pricing revenue and cost allocation models on a monthly basis
Support the team with a substantial project to transition many manual processes onto an automated IT solution, including documentation, testing, development and controls
Act as a primary contact point for queries from colleagues in the controllers group and the VAT and tax teams, respond to ad-hoc queries efficiently and effectively
Prepare clear and comprehensive variance analysis for entities on a monthly basis
Ensure compliance with key SOX controls
Support the implementation of new models in transfer pricing
Be able to provide comprehensive training and information to numerous stakeholders as required
Support the TP policy team with reviews of existing models and analysis for new models
Continually seek opportunities to streamline and enhance the business-as-usual deliverables
Excellent excel skills are essential
Relevant accounting qualification in progress or completed (ACA, ACCA, CIMA etc)
Exposure to a strong control environment and awareness of good financial controls is desirable
Knowledge of Oracle, Hyperion Financial Management, Essbase and/or Cognos BI would be advantageous but is not required
Experience in financial services would be advantageous but is not required

Wealth Management Pricing Associate Resume Examples & Samples

Liaise with fund administrators, operational teams, investment teams, and funds for pricing
Update the alternatives pricing spreadsheets on a timely basis
Compare data from vendor sources to mainframe system
Ability to analyze, research, and resolve root cause of pricing issues
Ability to proactively identify trends, recurring problems and risk; suggest and implement resolutions
Ensure accurate and timely resolution of internal client inquiries
Escalate appropriate pricing team issues to management when necessary
Act as a role model by consistently demonstrating and projecting professionalism, confidence, conviction, optimism, and authenticity
Capacity to navigate through high e-mail volumes
Identify opportunities for process improvement
Communicate with business partners on a frequent basis
Act as department resource, both to team members and business partners
Work with project and technology teams to develop and implement strategic pricing tool
Knowledge of alternative investments
Knowledge of securities industry and terminology
Understanding of alternatives pricing methodologies/NAV a plus
Strong PC skills (Windows, Excel, Word, Outlook)
Strong analytical/problem solving ability
Ability to organize and prioritize work assignments; handle multiple tasks/projects/people
Flexible - willing to assist where needed and work overtime when required
Overtime during month-end is required

Asset Pricing Associate Resume Examples & Samples

Review of price confirmation collection within department
Liaise with pricing vendors, brokers and clients to resolve issues and minimize risk
Resolve client queries promptly and professionally
Escalate all issues promptly and effectively to supervisor
Contribute to ongoing developments of the pricing control process
1 to 3 years asset pricing or fund accounting experience
Knowledge of industry activities, particularly corporate actions, index tracking and stock markets
Self motivated and proactive with the proven ability to work accurately and under pressure to meet deadlines
Demonstrate an understanding and interest in stocks, bonds, options, and financial markets and products
Mathematical mindset demonstrating strong numerical skills
Strong analytical/problem solving skills and attention to detail
Demonstrate customer focus and follow-up skills
Ability to work independently and multi-task in a fast paced environment
Bachelor degree with preference in Finance, Accounting, or Economics

Asset Pricing Associate Resume Examples & Samples

Responsible for daily price capture & validation
Responsible for producing and analyzing valuation movements within client portfolios on a daily basis
Perform daily pricing and validation of all investment assets
Liaise with pricing vendors and brokers to resolve issues and minimize risk

Pricing Associate, MAP Resume Examples & Samples

Manage MAP pricing lifecycle for all brands
Work with vendor community to ensure timely collection and data entry of MAP policies and pricing
Analyze competitor pricing in the marketplace as it relates to MAP
Create, maintain and distribute a MAP calendar
Research and respond to all MAP pricing related inquiries
Run variance reports to ensure integrity of system data
Periodically review and decipher brand MAP policy specifics
1-2+ years of related e-commerce/retail experience
Proactive and self-motivated work style
Proficiency in Excel/Word/PowerPoint
Flexibility, and are able to adjust quickly to change
Detail oriented, with the ability to coordinate across multiple groups internally and externally
Experience with SQL a plus

Transfer Pricing Associate Resume Examples & Samples

Responsible for producing the annual transfer pricing reporting including collecting/updating/analyzing data and monitoring timeline in various countries
Responsible for local country TP documentation including collecting/updating information and producing reports as well as monitoring the timeline in various countries
Assisting with global business unit (BU) TP coverage and preparation of supporting global TP documentation
Responsible for year-end TP calculations review and maintaining intercompany agreements
Support of year-end TP reserve analysis
Support of TP audits including collecting/updating information and reporting
Part or newly qualified accountant
Experience in an accounting firm, corporate finance or tax department
Ability and desire to improve and create processes to increase efficiencies and completeness in the TP documentation
Excellent interpersonal and presentation skills
Strong skills in communicating with a global, diverse group of colleagues
A high level of personal commitment, and is self-motivated, innovative, flexible, a team player, and able to work under pressure to meet deadlines

Pricing Associate Resume Examples & Samples

Participate in the fee schedule change process which requires reviewing and analyzing customer fee schedule agreements. Ensure all necessary work and system changes are in place and communicated to support teams for invoice generation
Assist in the documentation process to ensure consistency with the fee schedules
Assist in identifying issues with current billing systems and participate in writing requirements; correspond with technology support teams
Follow-up on unresolved issues by reviewing and answering emails and proposing and leading meetings with senior stakeholder to find compromises on outstanding issues
Create and maintain procedure and process flow documentation
Represent department at relevant internal meetings and assist with departmental analysis and reporting
Undergraduate degree in Finance discipline. 1-3 years of relevant job experience. Proficient in Microsoft Access, Excel and Powerpoint
Candidate should have strong analytical, problem solving, and communication (both verbal and written) skills. Attention to details, and ability to maintain multiple on-going tasks

Group Intercompany Unit-transfer Pricing Associate Resume Examples & Samples

Oversee accurate processing of GTO and Allocations related transactions such as accounts payables/receivables, general ledger and reconciliations, implementation and maintenance of allocation keys
Perform QA processes in line with define procedures and policies
Run sense checks of process outputs to detect errors and variances
Participate and deliver regular tax and requirements
Manage month-end and year-end closing activities
Collaborate with stakeholders and other teams in driving efficient end-to-end operations

Pricing Associate Resume Examples & Samples

Bachelor’s degree in Business Administration; or any combination of experience, education, and training which would provide the level of knowledge, skill, and ability required
Proficiency in Database Management
Ability to communicate both orally and in writing with a wide range of people
Ability to maintain good working relationships with co-workers, supervisors, and management

RMS & Pricing Associate Resume Examples & Samples

High school diploma or equivalent. University degree preferred
Some background in Procurement, Risk management and Sourcing, or Supply Chain
Proficient in English
Basic understanding of Animal Nutrition industry

Cao-asset Pricing Associate Resume Examples & Samples

Daily price capture & validation of all investment types
Produce and analyze valuation movements within client portfolios on a daily basis
Analyze price movements against market expectations
Provide subject matter expertise support to downstream teams and clients
Complete all daily, monthly, and ad-hoc tasks and reporting as required accurately and to deadline
Participate in client meetings
Ad-hoc project work as directed
5+ years asset pricing or fund accounting experience
Pricing vendor knowledge, i.e. Bloomberg, Reuters
Understand the effect that changes in prices and other data elements have on the market value of an account and be sensitive to these changes
Intermediate to Advanced MS Excel skills, including pivot tables and v-look ups
Demonstrate ability to effectively communicate within a team environment and interact across departments
The role holder will be required to operate flexible working hours to cover early starts and/or late finishes as demanded by the business

Transfer Pricing Associate Resume Examples & Samples

Performs and drafts economic analyses that includes the necessary financial information by applying basic accounting principles, financial/transactional data concepts, and standard data sources
Prepares client research, meeting agendas and key discussion topics for client interviews
Prepares basic transfer pricing documentation based on relevant economic and accounting principles and their interplay with Transfer Pricing (TP) rules

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