Summary:
This position plays a key role at Reliant, driving the organization’s day-to-day customer pricing and quoting processes. This individual will be responsible for preparing complex and standard pricing quotations and proposals in a timely and accurate fashion, while simultaneously playing a finance gatekeeper role to protect profitability. It will include traditional pricing for new and existing business lines, as well as supporting creative approaches to new business models. The analyst will maintain a high standard of communication to Business Development (Sales) and key stakeholders on status of bids and underlying assumptions to drive an efficient approval process.
ResponsibilitiesEssential Duties and Responsibilities:
Develop pricing and proforma P&L for new skilled-nursing clients. Individual will partner with Sales to ensure pricing is based on accurate mix of client’s census, as well as benchmark against customer-specific industry KPIs.Develop Budgetary Quotes for Sales RPFs and bids.Maintain Quote Sheet rates by region.Update pricing for existing clients, which includes liaising with Operations, Sales, and Finance for latest customer trends on profitability and collections.Support development, implementation, and execution of pricing for new and growing business lines.Lead quote & bid approval process prior to Sales presenting pricing to client.Key Salesforce stakeholder, loading pricing and tracking approval through the CRM application.Partner with Legal team to ensure that final approved pricing rates are captured correctly in customer contract.Support post-mortem analysis on new business actuals vs. proforma to track and measure bid accuracy on volume, mix, and profitability.Manage pricing templates and models and updates them accordingly based on industry & regulatory changes.Drive continuous improvement across pricing cycle, pricing models, quoting processes, and related applications.Manage up to two direct reports.Attends all mandatory meetings, trainings, and assignments as delegated.Must conduct self in an ethical, legal, and responsible manner at all times.Must adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct.Performs other duties and responsibilities as assigned.Qualifications
Competency:
To perform the job successfully, an individual should demonstrate the following competencies:
Ability to take independent ownership of processes and initiatives.Capable of explaining and effectively defending reasoning and outcome of analysis with Senior Executives.Highest standards of accuracy and precision; highly organized.Strong analytical acumen and intellectual curiosity to perform “what-if” sensitivities.Articulate with excellent verbal and written communication skills (across all levels of organization).Demonstrated ability to work with team members in a hands-on management capacity.Ability to build strong relationships with a diverse population.Ability to work in a fast-paced, productive work environment.Capable of managing, coaching, and mentoring team members.Education/Experience:
Bachelor’s Degree in Finance or appropriate field.Minimum of 1-year previous management experience.5-7 years of previous experience in Pricing or Financial Analyst roles.Experience in the healthcare industry and ancillary services preferred.
Computer Skills:
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