Responsible for evaluation and generating profitability models for fixed fee and alternative fee arrangements for legal matter cases. Preparation and evaluation of financial reports for time worked, billed time and realization on firm client matters. Performed historical fees and profitability analysis with benchmarking for previous legal matters in support of new fee arrangements. Responsible for the creation of monthly reporting on financial metrics for firm business units. Assisted with… Show more Responsible for evaluation and generating profitability models for fixed fee and alternative fee arrangements for legal matter cases. Preparation and evaluation of financial reports for time worked, billed time and realization on firm client matters. Performed historical fees and profitability analysis with benchmarking for previous legal matters in support of new fee arrangements. Responsible for the creation of monthly reporting on financial metrics for firm business units. Assisted with the Request for Proposal (RFP) responses and provided pricing support for new contract terms Show less

Supported the Inforce book of business and produced financial reporting for Retirement sector. Maintained profitability metrics for clients, engaged in proprietary conversations, and provided market analyses and strategies to support retirement objectives. Collaborated with Pricing Officer and internal pricing teams to create daily pricing strategies for Inforce clients with assets >$250M. Collaborated and consulted with Relationship Management teams on repricing and client retention… Show more Supported the Inforce book of business and produced financial reporting for Retirement sector. Maintained profitability metrics for clients, engaged in proprietary conversations, and provided market analyses and strategies to support retirement objectives. Collaborated with Pricing Officer and internal pricing teams to create daily pricing strategies for Inforce clients with assets >$250M. Collaborated and consulted with Relationship Management teams on repricing and client retention efforts across all retirement products. Show less

Supported Corporate, Government and Tax-Exempt Retirement business objectives ($200B+ Assets Under Management (AUM)). Managed and mentored 4 finance professionals, two of whom were chosen to be members of elite developmental programs solving challenges within the Retirement Organization. Key contributor to increasing new sales 25% and customer retention 97% through cross-functional leadership of New Sales, Customer Retention, and Institutional Sales teams. Balanced client persistency, economic… Show more Supported Corporate, Government and Tax-Exempt Retirement business objectives ($200B+ Assets Under Management (AUM)). Managed and mentored 4 finance professionals, two of whom were chosen to be members of elite developmental programs solving challenges within the Retirement Organization. Key contributor to increasing new sales 25% and customer retention 97% through cross-functional leadership of New Sales, Customer Retention, and Institutional Sales teams. Balanced client persistency, economic concessions, and business trade-offs within $12M budget. Focused impact on New Business opportunities in collaboration with Institutional Sales Directors and high-profile cases of $1B+. Served as technical expert for all pricing processes, procedures, and considerations as well as Subject Matter Expert for New Business Opportunities >$500M in assets. Provided detailed pricing analysis on new and existing Defined Benefit(DB) and Defined Contribution (DC) retirement plans for Prudential Retirement’s business development and client retention area. Managed multiple pricing scenarios for distribution, executives and participates in formulating pricing strategy through financial guidance, review and approval to ensure pricing meets Prudential Financial’s ROE requirements and strategic goals. Worked with multiple stakeholders to identify key levers that could provide variation in the forecasted ROE of each business opportunity and recommends hedging strategies to mitigate any potential risk. Worked with Prudential Retirement’s distribution, transition and relationship management teams to ensure an efficient and successful on-boarding of new clients. Review and analyze market and benchmarking data for the retirement service industry to ensure accurate and competitive quoting and pricing strategies. Coordinate educational meetings called “Finance Speaker Series” with department heads throughout the Retirement Organization. Subject Matter Expert (“SME”) for DB business opportunities Show less

Performed steps in FAS 87, FAS 106, and ERISA valuation processesParticipated in funding and financing strategies for retirement plansWorked directly with client and auditors to effectively resolve questionsTrained and supervise staff within DB Actuarial Management/Consulting DepartmentCoordinated with client and staff to file IRS Form 5500Calculated qualified and non -qualified benefits for individual participants