Pricing Associate Resume Samples

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ML
M Lowe
Myrtie
Lowe
81724 Madisyn Springs
Los Angeles
CA
+1 (555) 644 6304
81724 Madisyn Springs
Los Angeles
CA
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
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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15 Pricing Associate resume templates

1

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
2

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
3

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
4

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
5

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
6

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
7

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
8

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
9

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
10

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%)
11

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
12

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
13

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
14

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
15

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
16

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
17

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
18

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
19

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
20

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
21

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
22

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
23

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
24

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
25

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
26

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