Senior Pricing And Value Specialist resume example with 14+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
resumesample@example.com
Links
www.linkedin.com/in/kelli-Claire-7a006412b
Professional Summary
Legal pricing professional with years of experience in the legal and finance industry, client and vendor negotiations, project management, financial analysis and budgeting, and client retention and development. Strong communication skills with the ability to present to and influence all levels of an organization including executive level management. Committed to offering value and superior service internally and externally through collaboration, problem-solving, and effective decision making.
Skills
Legal Pricing
Budgeting
Financial Analysis
Presentation
Leadership
People Management
Project Management
Communication
Negotiation
Procurement
Fixed Income
Excel
Work History
Senior Pricing and Value Specialist, 06/2017 to Current Epiq Systems, Inc. – Tulsa, OK,
Support partners, business development, and RFP teams by providing advice, analysis, strategy, budgets, alternative fee arrangements (AFAs), and presentations for RFP responses and other fee proposals
Present all recent fee and rate proposals, highlight notable proposals, and status updates to the executive committee and finance partners during quarterly finance partner meetings
Provide analysis and strategic planning to partners and make recommendations, develop pricing structures and communication plans to facilitate the pricing, client service and client retention process
Work with attorneys to develop matter budgets and track actual against budgets once awarded
Utilize client, industry and peer survey data to make recommendations and engage in the firm’s annual rate setting process, resulting in increased effective rates and collections year over year
Analyze potential lateral hires and lateral teams using LPQs and calculating profitability and months to break-even. Created a template that auto calculates all formulas by only entering data into one tab
Created secondment policy for the firm and analyze and help partners come up with creative secondment arrangements
Provide profitability, new hire, and alternative compensation structure analysis to human resources and professional development on quarterly and ad-hoc basis
Created templates in excel to run margin analysis for various AFA and rate structures which will adjust and auto-calculate all necessary fields and figures in all tabs
RFP Specialist, 09/2015 to 06/2017 Invesco – City, STATE,
Managed all Requests for Proposals according to deadlines for Fixed Income Strategies and Funds
Collaborate with product managers, sales, and portfolio managers to ensure that all performance data and fund information is accurate
Draft sample Request for Proposals and continuously update all language and data to ensure that any sample sent to a prospective client is up to date and will highlight all required information
Participate in meetings with sales and portfolio managers to decide the approach to with a Request for Proposal and to address any possible recent changes to the fund or strategy
Assist international Request for Proposal teams in drafting all strategy and fund level information in Requests for Proposals for international clients.
Assistant Vice President, Vendor Relationship Manager, 09/2010 to 09/2015 Citigroup – City, STATE,
Negotiated fees, business requirements, terms and conditions, and redistribution rights for market data/information services, software, and technical services for any new and renewing license agreements
Managed the vendor contract process from start to finish and coordinate with senior management, vendors, legal, and corporate procurement to secure agreements for any new market data and functionality that is required or requested by customers
Led projects and coordinated with account managers, developers, vendors, procurement, and marketing to test functionality and ensure all required work may be done on time to successfully release a new software functionality, model, or index.
Managed expenses and analyzed monthly expenses to ensure that all charges are accurate, and have any inaccuracies corrected by working with the corporate expense management team and vendors.
Evaluated the cost of any requests by researching alternate providers, and confirm if there is a possibility for a cost savings while ensuring quality is not compromised
Transaction Services Rep, Team Leader, 08/2006 to 09/2010 Citigroup – City, STATE,
Managed a team locally and remotely for daily DTCC/CLS derivative settlements, Credit Default Swap and CMBS/ABS settlements
Supervised and coached a team on proper guidelines regarding client communications, daily processes, and internal communication
Completed 20 hours of leadership training focused on people management, and develop skills in situational leadership, goal setting, measuring performance, delegating tasks, and coaching and feedback
Implemented daily work flow schedule for Derivative Interest Claims, resulting in a timelier recovery period
Trained members of the team during a merge of teams and created procedure manuals
Automated daily reports for derivatives department using Microsoft Access and Excel, saving the team extra hours every week and preventing manual errors
Participated in creating new claims tracking system and system testing to ensure the system was working properly before releasing to production.
Education
Bachelor of Science: Business Administration, Finance, Expected in 05/2006 University At Buffalo, State University of NY - Buffalo, NY, GPA:
Certifications
Legal Pricing and LPM Academy - True Value Partnering Institute - June 2020
Legal Pricing Masterclass - Positive Pricing - March 2020
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