Revenue and Pricing Analyst
SWIVEL · San Antonio, TX · 1 wk ago
On-siteMarketingFull-time
Essential Duties
- 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, taking 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.
Qualifications
- 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.