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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail in financial modeling, profitability analysis, and pricing strategies. Proficient in synthesizing complex data and collaborating across teams to drive business decision-making and reporting efficiency.
Highest-signal resume keywords
Financial ModelingPricing AnalysisData AnalysisMicrosoft ExcelCollaboration
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 AnalysisProfitability AnalysisRisk AnalysisForecastingData SynthesisPricing ModelsAnalytical ToolsReportingAutomationData Quality
Soft Skills
Problem-SolvingAttention to DetailCommunicationTime ManagementRelationship Building
Tools & Technologies
Reporting ToolsData Visualization ToolsAI-Powered Tools
Industry Keywords
Financial ServicesRetirement ServicesInsuranceInvestmentsAsset ManagementRetirement PlansRecordkeepingInvestment Products
About the role
Key responsibilities & impact- Support pricing activities for new business opportunities, repricing initiatives, and client retention efforts
- Perform financial, profitability, and risk analyses to support pricing recommendations and business decisions
- Analyze pricing scenarios and model outputs to identify key drivers, risks, and opportunities
- Evaluate client and plan profitability and communicate findings to technical and non-technical audiences
- Analyze large and complex datasets using pricing models, reporting tools, and financial analyses
- Develop reporting and analytical insights that support business decision-making
- Support the maintenance, enhancement, and validation of pricing models, assumptions, and analytical tools
- Identify opportunities to improve reporting efficiency, automation, data quality, and business processes
- Collaborate with Sales, Strategic Relationship Management, Finance, Product, Actuarial, and Operations teams
- Participate in projects and initiatives affecting pricing processes, models, tools, and business strategy
- Contribute to documentation, knowledge sharing, best practices, innovation, and continuous learning across the team
Requirements
What you’ll need- Bachelor's degree in Finance, Economics, Mathematics, another quantitative or business-related field, or equivalent analytical experience
- Strong analytical and problem-solving skills
- High level of attention to detail
- Strong Microsoft Excel skills
- Comfort working with large datasets
- Ability to synthesize complex information and communicate findings clearly and effectively
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Ability to collaborate effectively and build strong working relationships across teams
- Experience in financial services, retirement services, insurance, investments, or asset management preferred
- Exposure to pricing, profitability analysis, forecasting, financial modeling, or underwriting preferred
- Knowledge of retirement plans, recordkeeping, or investment products preferred
- Familiarity with reporting and data visualization tools preferred
- Interest in emerging technologies, including AI-powered tools, preferred
Benefits
Comp & perks- Flexible work environment
- Learning and career growth support
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension/401(k) savings plans
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays annually in the U.S.
- 3 personal days annually in the U.S.
- 150 hours of vacation annually in the U.S.
- 40 hours of sick time annually in the U.S., or more where required by law
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance
- Hybrid working arrangement
