Analyst Sr Lead, Pricing

Fidelity Investments

Milwaukee, WI

JOB DETAILS
SKILLS
Americans with Disabilities Act (ADA), Analysis Skills, Automation, Benchmarking, Business Intelligence, Capital Markets, Communication Skills, Continuous Improvement, Contract Analysis, Contract Review, Cross-Functional, Customer Relationship Management (CRM), Customer Support/Service, Data Analysis, Data Sets, Decision Support, Detail Oriented, Direct Sourcing, Economic Analysis, Economics, Enterprise Applications, Error Handling, Establish Priorities, Finance, Financial Analysis, Financial Modeling, Information/Data Security (InfoSec), Inside Sales, Leadership, Legal, Matrix Management, Metrics, Multitasking, Negotiation Skills, Operational Audit, Partner Sales, Performance Management, Performance Metrics, Power BI, Presentation/Verbal Skills, Pricing, Privacy Controls, Process Improvement, Project Tracking, Quality Management, Recruiting/Staffing Agency, Reporting Dashboards, Reporting Skills, Sales, Sales Support, Scorecarding, Service Level Agreement (SLA), Software as a Service (SaaS), Support Documentation, Tableau, Team Player, Time Management, Trend Analysis
LOCATION
Milwaukee, WI
POSTED
Today
Pricing Analyst II

The Pricing Analyst II supports commercial pricing, deal structuring, and contract review activities for Capital Markets solutions across new logos and renewals. This role partners with Sales, Product, Finance, Legal, and Delivery to develop pricing analyses, evaluatedeal economics, prepare recommendations, and help maintain pricing governance and consistency across the portfolio. Success in this role requires strong analytical and financial modeling skills, attention to detail, sound commercial judgment, and the ability to translate data into clear, practical recommendations.

Pricing Analysis, Governance Support & Deal Execution
  • Support Sales and internal stakeholders from pricing request through contracting by preparing analyses, tracking status, and helping drive timely approvals.
  • Partner with Solution Management and pricing leadership to apply pricing guardrails, review exceptions, and identify opportunities for improved pricing consistency.
  • Develop pricing analyses across software, services, and managed services offers using standard tools, benchmarks, and approved pricing frameworks.
  • Apply pricing frameworks within regional and deal-specific contexts while maintaining financial discipline and alignment to approved standards.
  • Analyze commercial structures to balance growth, margin, and revenue quality, and flag terms that may require additional review.
  • Support commercial negotiations by preparing data, scenario analyses, and pricing recommendations for Sales and Legal partners.
  • Review contract commercial terms for consistency with approved pricing, including discounts, ramps, payment terms, renewals, and services assumptions.
  • Prepare clear summaries of recommendations, risks, and trade-offs to support pricing and leadership decision-making.
  • Use deal, discounting, and benchmark data to support recommendations on pricing, packaging, and exception handling.
  • Follow pricing execution standards and documentation requirements to support auditability, consistency, and efficient approvals.
Cross-Functional Partnership
  • Partner cross-functionally with Sales, Product, Finance, Legal, Services, and Delivery to gather inputs and align pricing recommendations.
  • Work closely with pricing team members and business partners to manage workloads, share information, and support consistent deal execution.
  • Support sales and renewal review cadences by preparing deal summaries, highlighting issues, and tracking follow-up actions.
Operational Excellence
  • Identify and support process improvement opportunities that improve cycle time, clarity of roles, intake quality, and approval efficiency.
  • Support standardization and automation efforts that enable efficient pricing workflows and appropriate sales self-service.
  • Maintain deal comps, pricing benchmarks, and supporting data sources to improve speed, consistency, and decision quality.
  • Prepare deal scorecards, scenario analyses, and decision summaries to support structured commercial evaluation.
  • Produce reporting and insights on pricing mix, discounting, exceptions, and margin trends to support continuous improvement.
KPIs & OKRs
  • Support tracking of KPIs such as deal cycle time, throughput, and SLA adherence, and help identify actions to improve performance.
  • Track deal iterations, rework, and intake quality to support improvements in first-pass accuracy.
  • Help monitor workload, aging, and throughput metrics to support prioritization and resource planning.
  • Support regular KPI reporting on discounting, exceptions, and margin quality, and assist in highlighting trends and actions.
Required Skills
  • 2–5 years of experience in pricing, commercial finance, deal desk, financial analysis, revenue operations, or a related analytical role; fintech or enterprise software experience preferred.
  • Bachelor's degree in Finance, Economics, Business, Analytics, or related field.
  • Prior experience supporting pricing, quoting, or commercial decision-making in a cross-functional business environment.
  • Strong analytical and financial modeling skills with the ability to evaluate margins, pricing impacts, and commercial trade-offs.
  • Strong business judgment and communication skills, with the ability to present analysis clearly to stakeholders.
  • Able to manage multiple priorities and work effectively across pipeline activity, renewals, and ad hoc analysis.
  • Working knowledge of enterprise deal structures and commercial concepts such as discounts, ramps, payment terms, renewals, and services pricing.
  • Attention to detail and a process-oriented mindset, with the ability to follow governance standards and support continuous improvement.
  • Clear written/verbal communication; able to translate analysis into concise recommendations.
  • Collaborative working style with a strong partnership mindset and willingness to support cross-functional teams.
  • Strong stakeholder management skills and comfort working with global, cross-functional partners.
  • Ability to manage a high volume of deals while maintaining quality and timelines.
  • Advanced Excel skills required; experience with BI/reporting tools such as Power BI or Tableau and CRM data is a plus.
  • High integrity with disciplined, accurate, and well-documented work habits.
Preferred Skills
  • Experience in capital markets, fintech, SaaS, or other technology-enabled services environments.
  • Experience with pricing tools, quote-to-cash processes, or commercial operations in a large, matrixed organization.
  • Experience building dashboards, maintaining pricing data sets, or supporting reporting and process improvement initiatives.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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About the Company

F

Fidelity Investments

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.
COMPANY SIZE
10,000 employees or more
INDUSTRY
Banking
FOUNDED
1946
WEBSITE
https://jobs.fidelity.com/