SQL, Tableau, Power BI, Python
Charles Tran
Santa Ana,CA
Summary
Accomplished Analyst with a proven track record at enhancing revenue through strategic pricing models and market trend analysis. Expert in pricing strategy and advanced analytics, coupled with exceptional skills in fostering client relationships. Achieved significant improvements in profitability, demonstrating a keen ability to optimize product pricing and sales analysis.
Overview
8
8
years of professional experience
Work History
Pricing Analyst
JPMorgan Chase
11.2021 - Current
- Monitored competitors' pricing activities to make effective decisions that would improve company revenue.
- Analyze and evaluate market trends, competitor pricing, and customer behavior to determine competitive pricing models.
- Adjusted prices via pre-set schedules, supply management department costs and other factors on regular basis.
- Prepare and present monthly reports on pricing performance, market conditions, and price adjustments to senior management.
Operations Support
UKG
01.2019 - 11.2021
- Managed revenue models, process flows, operations support, and customer engagement strategies.
- Performed administrative duties and prepared operational procedures to assist operations support manager.
- Provided operations support for contractual, administrative and financial aspects of SES Insurance
Underwrtier
SES Insurance
06.2017 - 01.2019
- Determined and documented loan conditions and communicated requirements and decisions.
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
- Evaluated loan applications for affordability and conformance with underwriting guidelines.
- Built strong relationships with lenders, brokers and clients for constructive communications.
Education
Bachelor of Arts - Economics
California State University Fullerton
Fullerton06-2017
Skills
- Pricing strategy
- Pricing tool development
- Sales analysis
- Trends analysis
- Profitability model development
- Price optimization
- Advanced analytics
- Product pricing
Software
Excel (Advanced), Word, PowerPoint
Timeline
Pricing Analyst
JPMorgan Chase
11.2021 - Current
Operations Support
UKG
01.2019 - 11.2021
Underwrtier
SES Insurance
06.2017 - 01.2019
Bachelor of Arts - Economics
California State University Fullerton
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