Salary Mid-Point: $0
Location: Chicago IL
Job Type: Permanent

Financial Analyst - Pricing

Job Description:

  • Preparation of moderately complex pricing and profitability analyses supporting New Business and in line with renewal strategy with managerial guidance
  • Analyze revenue, cost, margin and pricing agreements while providing insight and recommendations for timely and effective business decisions with managerial guidance
  • Collaborate with Sales Executives, Account Managers and Field Operations to gather and question all cost assumptions used to prepare a quote
  • Work directly with Sales and Account Management to improve financial status of current and potential clients by analyzing results and variances, identifying trends and recommending appropriate actions
  • Analyze the impact of price changes, recommend adjustments to pricing standards and strategies that will support business objectives and plans without impeding future growth
  • Challenge the conventional pricing methodology to improve the process and develop new approaches
  • Perform moderately complex ad hoc analyses for operational and financial management and to support business needs

Skills & Qualifications:

  • Experience in excel-based financial modeling, including financial planning and analysis, pricing and partnering with non-finance business partners
  • Ability to flex between data/analytics and marketing creativity while thinking outside the box to solve complex problems with limited data sources
  • Comfortable in an environment with changing priorities, and competing demands for time
  • Ability to communicate effectively, verbally and in writing, and to establish and maintain effective working relationships with employees, business partners and company officials
  • Attention to detail
  • Results oriented:
    • Accountable
    • Accurate
    • Problem solver
    • Continuous improvement mindset
  • Excellent customer service and interpersonal communication skills
  • Proficient computer skills including Microsoft Office suite (mainly Excel and PowerPoint)
  • Technical expertise
    • Ability to execute and present analysis with guidance from manager
    • Proficient knowledge of insurance industry
    • Acquire proficient knowledge of proprietary systems/processes
  • Good business acumen


  • Bachelor’s Degree in business related field (Finance or Accounting preferred)
  • 2-3 years of related work experience
  • Prior experience working in insurance is a strong plus
  • Certified Public Accountant (CPA) or Certified Management Accountant (CMA) a plus
  • MBA or related advanced degree a plus

For immediate consideration, please email your resume to: