Financial Planning and Analysis

• Conduct in-depth analysis of historical projects, including realization rates, rate per hour, and client attributes that impact pricing.
• Evaluate pricing performance, highlight trends, and share actionable insights with business leaders.
• Partner with pricing teams to assess deals, optimize commercial terms, and evaluate profitability outcomes.
• Perform cohort analysis to understand client performance, retention, and long-term profitability trends.
• Develop and maintain standardized templates for pricing models to support scenario planning and strategic decision-making.
• Translate complex datasets into clear, actionable insights and recommendations for senior leadership.
• Partner with the data and analytics team to design and automate reporting dashboards, improving visibility into KPIs such as sales pipeline conversion, pricing effectiveness, client profitability, and service line performance.
• Work independently to manage multiple priorities while ensuring accuracy, timeliness, and high-quality deliverables.

Senior Pricing Financial Analyst

Financial Aid Advisor – Higher Education

Financial Center Manager

Senior Quantitative Finance Analyst

Senior Managing Director, Transaction Financial Due Diligence

Manager, FP&A