Senior Pricing And Value Specialist resume example with 14+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
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.

  • 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
InvescoCity, 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
CitigroupCity, 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
CitigroupCity, 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.
Bachelor of Science: Business Administration, Finance, Expected in 05/2006
University At Buffalo, State University of NY - Buffalo, NY,

Legal Pricing and LPM Academy - True Value Partnering Institute - June 2020

Legal Pricing Masterclass - Positive Pricing - March 2020

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Resume Overview

School Attended

  • University At Buffalo, State University of NY

Job Titles Held:

  • Senior Pricing and Value Specialist
  • RFP Specialist
  • Assistant Vice President, Vendor Relationship Manager
  • Transaction Services Rep, Team Leader


  • Bachelor of Science

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