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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, pricing models, and data management, with strong capabilities in Excel, Power BI, and SQL for reporting and automation. Proficient in analyzing large datasets to support pricing strategies and improve financial decision-making.
Highest-signal resume keywords
Financial AnalysisPricing ModelsData VisualizationExcel ProficiencyPower BI Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingData AnalysisVariance AnalysisBudgetingForecastingData ValidationSensitivity AnalysisScenario AnalysisAutomationReporting
Soft Skills
Attention to DetailClear CommunicationOrganizational SkillsCollaborationProblem-Solving
Tools & Technologies
Power BITableauPower QuerySQLExcelAI Tools
Industry Keywords
Financial ServicesProfessional ServicesTechnology ServicesManaged ServicesProject-Based Pricing
Tech Stack
Tools & technologiesPythonSQLTableauVBA
About the role
Key responsibilities & impact- Support preparation of pricing models, quotations, rate cards, and client proposals
- Gather, organize, and validate pricing inputs including headcount, compensation, utilization, expenses, volumes, and delivery locations
- Assist with Time and Materials, Fixed Price, and volume-based commercial models
- Perform scenario and sensitivity analyses
- Review pricing submissions for accuracy, completeness, and approval alignment
- Maintain documentation of pricing assumptions, approvals, and model changes
- Prepare pricing materials and summaries for internal stakeholder discussions
- Prepare pricing, revenue, cost, and margin analyses from large datasets
- Clean, consolidate, validate, and reconcile data
- Analyze historical pricing and financial data to identify trends and improvement areas
- Support revenue, cost of goods sold, headcount, expense, and gross-margin reporting
- Assist with variance analysis against budgets, forecasts, and pricing assumptions
- Develop and track pricing and financial KPIs
- Prepare analytical summaries for management and stakeholders
- Build, maintain, and improve dashboards and reports using Power BI, Tableau, or similar tools
- Automate recurring reports and manual data processing using Power Query, Excel, SQL, or approved solutions
- Develop standardized scorecards, reporting templates, and executive summaries
- Identify opportunities to simplify reporting and reduce manual work
- Translate stakeholder reporting requirements into dashboards and analytical outputs
- Perform quality checks on automated reports and dashboards
- Use approved AI tools to support research, summarization, process documentation, and workflow improvement
- Validate AI-generated outputs before use in financial models, reports, or decisions
- Follow confidentiality, data security, responsible AI, and client-information requirements
- Support continuous improvement across pricing models, reporting, data management, and team processes
- Collaborate with Sales, Finance, Solution Design, Delivery, and HR
- Communicate data requirements, assumptions, timelines, and outstanding items
- Respond to routine reporting and analytical requests
- Escalate data inconsistencies, missing information, and pricing risks
- Participate in pricing reviews and stakeholder meetings
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field
- One to three years of experience in financial analysis, pricing, business intelligence, reporting, data analysis, or a related area
- Relevant internships or graduate experience may also be considered
- Strong Excel skills, including pivot tables, lookup formulas, conditional formulas, data validation, and basic financial modeling
- Experience working with large datasets and combining information from multiple sources
- Practical experience with Power BI, Tableau, or another data-visualization platform
- Familiarity with Power Query, SQL, or similar data-transformation and querying tools
- Strong attention to detail and ability to identify data inconsistencies
- Basic understanding of revenue, costs, margins, budgeting, forecasting, and variance analysis
- Ability to organize work effectively and manage multiple deadlines
- Clear written and verbal communication skills
- Willingness to learn pricing methodologies, commercial models, financial modeling, and reporting automation
- Preferred: experience building automated dashboards or recurring management reports
- Preferred: familiarity with Claude, Microsoft Copilot, or ChatGPT
- Preferred: experience using AI or automation tools to improve analytical and reporting workflows
- Preferred: basic knowledge of Python, DAX, VBA, or other automation technologies
- Preferred: exposure to professional services, technology services, managed services, outsourcing, or project-based pricing