Pricing Analyst Resume

OBJECTIVE:

Seeking a position capitalizing on my financial knowledge and background

SUMMARY:

Accurate, precise and highly ethical in all work related assignments with strong comprehension of financial industry elements including assets, liabilities, time value of money, cash flow, risk analysisbudgeting, margin/leverage, investment strategies, diversification, and money & capital markets.
Innovative, highly analytical, dedicated and driven to learn and apply new ideas.
Equally effective working on self - managed projects or as a team member.
Strengths include strong presentation skillsexcellent customer focus and the ability to adapt quickly to new challenges or a changing environment
Ability to understand and work with financial statements and financial ratios
Strong focus on compliance and integrity
Ability to create and analyze future cash flow models; including sensitivity and scenario analysis
Strong analytical skills; skilled in financial analysis, risk analysis, and investment analysis
Ability to rebuild and reconcile accounts; ability to research and report on various topics
Understanding of economic and opportunity costs associated with business decisions
Ability to grasp complex concepts quickly and to educate others
Detail oriented; high standards, self-motivated and excellent work ethic Good time management skills; able to balance multiple projects and meet deadlines
Excellent communication, follow-through and problem solving skills Ability to work effectively in a fast paced, regulated, and/or virtual environment
Excellent understanding of Excel, PowerPoint and various financial and scenario analysis software

PROFESSIONAL EXPERIENCE:

Confidential

Pricing Analyst

Responsibilities:

Formulate pricing strategies and pricing models ensuring adequate ROE, ROI and NI Monthly reporting to track pricing performance Support Sales, Risk and other internal departments Monitor compliance of pricing guidelines and procedures

Senior Market Analyst

Confidential

Responsibilities:

Market analysis of restaurant and hotel industries; market indicators and customer trend interpretation
Worked with key operating functions (e.g., Risk, Sales) and external customers to design customized financial models
Performed in-depth detailed analysis (e.g., SWOT) on concepts/industries Ad hoc research, editing and writing for Marketing, Risk, Sales, Executive staff and external customers
Researched and compiled white papers for use throughout business "Voice of the Customer" based initiatives

Confidential

Business Analyst

Responsibilities:

Support procurement program through project support Work with business unit leaders to create, track and monitor projects Build monthly and ad hoc chart presentations; responsible for data analysis and reporting

Confidential

Certified Financial Planner & Presenter

Responsibilities:

Assisted clients with portfolio analysis, risk analysis and proper diversification of assets
Created future projecting cash flow models
Created and evaluated various scenarios using time path and monte-carlo analysis
Educated on and assisted with implementation of new portfolios
Conducted presentations covering various financial planning and asset allocation topics to institutional and 401(k) participants nationwide

Confidential

Investment Portfolio Manager & Certified Financial Planner

Responsibilities:

Created financial planning models using excel spreadsheets, monte-carlo, scenario analysis and other financial planning tools and software Portfolio management and risk analysis; assisted with trading and end of quarter reporting
Conducted quarterly asset research & analysis and reported to investment team; active member of investment team
Conducted research and prepared presentations for corporate consulting clients

Confidential

Team Leader

Responsibilities:

Responsible for all Senior Representative duties Trained new members to department team; responsible for team of 3 direct reports Handled escalated trading/margin issues and escalated customer phone calls Responsible for analyzing risk to the firm

Senior Representative

Confidential

Responsibilities:

Risk analysis of account equity levels and proper trading rules and regulations
Responsible for making client contact in regard to margin calls, Confidential calls, improper trading, day trading violations, etc
Rebuilt accounts for intraday buying power and equity ownership calls
Responsible for all daily Confidential and Confidential reporting Rebuilt and reconciled accounts in order to adjust for cancel/rebill trades, interest adjustments, asset transfers, account errors

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