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Title:  Pricing Analyst

Job ID:  1861
Location: 

Palo Alto, CA, US

Category:  Finance and Accounting
Description: 

Donnelley Financial Solutions (DFIN) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globe. We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter. 

Summary

The Pricing Analyst is responsible for working with our sales and billing teams to provide timely and accurate invoices to our clients. In addition, the Pricing Analyst creates ad hoc reports for forecasting, accruals, etc. as requested by sales or billing management. Responsibilities include: applying client specific pricing to invoices, resolving questions on invoices, ad hoc reports as needed, and providing excellent customer service. This position will report to the Senior Pricing Manager.

Responsibilities

•    Provide preliminary invoices to sales daily.
•    Work with sales to finalize invoices.
•    Create cumulative cost analysis files for ongoing deals.
•    Develop strong working knowledge of regional customer base and company organizational structure
•    Be responsible for invoice adjustments.
•    Update and apply customer specific pricing to projects.
•    Create and update rate templates for clients.
•    Work with operations and sales to provide monthly forecast and accrual reports.
•    Work with internal departments (Customer Service, Billing, Sales) to research issues, and provide support in obtaining additional information
•    Ensure appropriate approvals and documentation is received.
•    Support training and process improvement effort
•    Achieve Awaiting Sales Approval, DSO, and any other pricing-related goals


Critical competencies required
•    Excellent customer communication skills with high proficiency in speaking and writing
•    Excellent problem solving, and customer service skills
•    Excel data skills
•    Ability to familiarize and learn proprietary invoicing system quickly.
•    Functional knowledge of the accounts receivable and collections processes
•    Highly organized with strong follow-up, documentation, and multitasking skills
•    Results driven with a dynamic personality
•    Ability to handle stressful situations and meet strict deadlines
•    Adaptable to new ideas and ways of accomplishing tasks
•    Ability to work in a team environment

Qualifications

•    Bachelor’s degree in accounting/finance or equivalent work experience strongly preferred
•    4+ years of successful experience in accounts payable or financial print industry
•    Proficient in using Microsoft Office suite 

 

 

 

It is the policy of Donnelley Financial Solutions to select, place and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran's status, actual or perceived sexual orientation, genetic information or any other protected status. 

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