Experienced Pricing and Analytics Professional with a strong background in strategy, price sensitivity, competitive dynamics, economic conditions, operations, and financial planning. Demonstrated expertise in finance, publishing, and pharmaceutical industries. Seeking to leverage skills and experience in a new organization as a Strategy Lead to drive immediate and substantial improvements in efficiency and profitability.
Overview
15
15
years of professional experience
Work History
Senior Specialist, Pricing & Analytics
BNY Wealth
New York
01.2016 - Current
Support overall Banking growth to deliver $267MM of WM Revenue ($401MM N.A. Bank NIR) by managing pricing and developing a robust pricing strategy
Engage with the Banking team in developing and executing creative pricing strategies during market instability: manage pricing realignment and aid in new product launch, relationship pricing programs to exploit opportunities of the volatile market conditions
Manage the process around setting interest rates and granting concessions on loans and deposit products, identifying significant areas of potential risk, integrating competitive outlook and benchmark rates into decision making
Prepare interest rate and competitive analysis material and serve at the Secretary to the N.A Bank Rate Committee
Perform modeling and margin analysis for cross-selling opportunities: run return on capital model for blended private equity, investment credit line, mortgage and deposit deals
Work in collaboration with the Corporate Treasury to ensure quality and accuracy of the benchmarks and fund transfer pricing calculations
Provide an oversight of the LIBOR transition process: present Alternative Reference Rate recommendations and analytical support
Facilitate the Corporate Treasury and the Finance teams in monthly & annual forecast and planning processes
Assist the Compliance team in Federal agencies reporting and audit material preparations
Senior Pricing Analyst
Wolters Kluwer Health Medical Research
New York
08.2011 - 01.2016
Worked in partnership with the Sales team to develop new business cost and renewal proposals designed to drive sales and profitability growth by maximizing EBITA
Negotiated the lowest cost base with publishers; ensured execution of the varying agreement requirements set by large number of publishers whose content is sold on the Ovid platform
Crafted pricing around multi-site sales, sales to consortia (buying entities for collections of institutions), and fulfilled large government proposals often requiring negotiation with third-party content providers
Examined transactions that do not comply with the original proposal and approved or terminated proposals that are non-compliant or insufficiently profitable
Contributed to strategic and value-based pricing arrangements with the Product Management and Marketing teams to ensure optimal pricing strategies are implemented during new product introduction
Designed effective pricing discount programs based on the product popularity and sensitive financial needs of regions throughout the world, such as developing and non-English speaking countries
Pricing/Financial Analyst
Promotech, inVentiv Health Company
New Jersey
04.2010 - 08.2011
Designed compelling pricing propositions for a broad range of services provided by inVentiv Commercial
Actively managed contract related activities including supervising presale, preparing and reviewing P&L calculations and obtaining commercial approval
Oversaw post sale activities such as cost verification, review vendor invoices and client billing sheets
Provided pricing and consultative support to the inVentiv Commercial business development team during RFP processes
Ensured that pricing strategies meet the financial goals of inVentiv Commercial, while regarding the budget restrictions of the customer
Consulted and engaged with business development, account managers, warehouse personnel and IS group to continuously improve pricing models
Education
Master of Business Administration - Finance
St. John's University
Jamaica, NY
Bachelor of Science in Business Administration - Management
St. John's University
Jamaica, NY
Skills
Advanced Microsoft Excel skills
Tableau
Bloomberg
Salesforce Engage
NEXEN
Oracle PeopleSoft
Orion Platform
LANGUAGES
Ukrainian
Russian
Swedish
Timeline
Senior Specialist, Pricing & Analytics
BNY Wealth
01.2016 - Current
Senior Pricing Analyst
Wolters Kluwer Health Medical Research
08.2011 - 01.2016
Pricing/Financial Analyst
Promotech, inVentiv Health Company
04.2010 - 08.2011
Master of Business Administration - Finance
St. John's University
Bachelor of Science in Business Administration - Management