Revenue and Pricing Analyst

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $74.4k - $111.6k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Pricing Analyst

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SWBC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1976

💸 Finance

🏠 Real Estate

Finance • Insurance • Real Estate

SWBC is a diversified financial services company offering a wide array of products and services to individuals, businesses, and financial institutions. Products include various types of insurance, such as life, property, and vehicle insurance, as well as commercial insurance solutions. The company also provides extensive investment services, wealth management, and retirement planning. Additionally, SWBC offers lending services, including mortgage loans, and operates within the real estate sector providing commercial property development and insurance solutions. They emphasize client-first strategies and have initiatives for employee benefits and outsourced HR services.

📋 Description

• Lead development and implementation of advanced pricing models for SaaS and card processing services. • Drive strategic revenue analysis, including portfolio performance, client profitability, and market trend evaluation. • Oversee revenue forecasting processes and provide input for multi-year financial planning and budgeting. • Provide expert guidance on interchange fee management and compliance. • Deliver pricing recommendations for high-value clients and lead periodic pricing reviews for existing accounts. • Identify and champion opportunities for pricing innovation and margin optimization, take’s ownership to ensure resolutions are thoroughly executed. • Prepare and present complex financial analyses and executive-level reports to senior management. • Collaborate cross-functionally with Sales, Customer Success, Finance, and Product teams to align pricing strategies with business objectives. • Mentor and provide guidance to junior analysts, fostering skill development and best practices. • Collaborate with Data Analytics team to bridge knowledge silos by providing business expertise, enabling the creation of reporting dashboards to improve visibility and help cross-functional teams achieve strategic goals. • Perform all other duties as assigned.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or advanced degree preferred. • Minimum of four (4) years of experience in financial analysis, pricing strategy, or revenue management. • Proven experience in Payment or SaaS industry is strongly preferred. • Advanced knowledge of payment interchange programs, pricing models, revenue optimization techniques, and applicable laws/regulations. • Strong leadership and mentoring capabilities. • Expert-level analytical, problem-solving, and data interpretation skills. • Ability to manage complex projects and influence stakeholders at all levels. • Advanced proficiency in Microsoft Excel and financial modeling; experience with BI tools (e.g., Tableau, Power BI) preferred. • Working knowledge of Salesforce and ERP systems. • Excellent verbal and written communication skills, including executive presentation capabilities. • Ability to travel as needed and manage multiple priorities under tight deadlines.

🏖️ Benefits

• Competitive overall compensation package • Work/Life balance • Employee engagement activities and recognition awards • Years of Service awards • Career enhancement and growth opportunities • Emerging Professionals and Mentor Program • Continuing education and career certifications • Variety of healthcare coverage options • Traditional and Roth 401(k) retirement plans • Lucrative Wellness Program