Pricing & Packaging Strategy Leader
Resume:
GORDON NG, CPA, CFE Glen Ridge, NJ linkedin.com/in/nggordon
646-***-**** *********@*****.***
Leader in pricing and packaging strategy with 15+ years of experience driving revenue optimization, margin expansion, and product monetization across technology, insurance, and financial services. Proven ability to translate financial insights into go-to-market pricing frameworks and scalable packaging models.. EXPERIENCE
PRICING & PRODUCT CONTROLLER
ExtensisHR Jul 2023 – Present
● Develop and refine pricing models to optimize customer lifetime value (LTV) and margin contribution.
● Serve as business partner to Sales, Risk Management, and Accounting, leading pricing governance and deal desk strategy to ensure consistency and profitability across offerings.
● Lead ad-hoc financial analyses identifying revenue opportunities, briefing the executive team on promotion, bundling, and forecast-impacting strategies to generate $2M incremental annual revenue on a ~$30M book.
● Partner with Risk Management and Accounting on recurring internal reviews of the insurance book, tying pricing decisions back to financial statement impact.
BUSINESS PROCESS & STRATEGY CONSULTANT
Freelance Consultant Aug 2022 – Dec 2024
● Advised clients on pricing strategy using consumer surveys and conjoint analysis, translating market data into financial models and forecast assumptions.
● Rationalized rate cards and designed promotional offers across multiple product lines to support revenue planning.
● Provided finance and change-management staff augmentation for ERP implementations and CRM migrations. PORTFOLIO PRICING LEAD
Dell Technologies New York, NY Apr 2021 – Jul 2022
● Built pricing strategies and revenue price curves supporting the forecast for new infrastructure-as-a-service subscription offers.
● Conducted market research and competitive benchmarking to inform pricing and revenue assumptions.
● Supported financial modeling for bids and proposals on deals exceeding $200K.
● Led the financial transition of hardware offers to consumption-based rate card structures. STRATEGIC SOURCING & PARTNERSHIPS DIRECTOR
Wolters Kluwer May 2019 – Apr 2021
● Led negotiation and financial structuring of multiyear vendor contracts exceeding $100M across infrastructure, software, and professional services, managing budget impact through the full contract lifecycle. PRICING, BUSINESS PERFORMANCE & ANALYTICS MANAGER
Wolters Kluwer Mar 2017 – May 2019
● Built predictive pricing and customer segmentation models (regression, cluster analysis, price elasticity) feeding into revenue forecasts.
● Designed and implemented rate card increases generating a $15M revenue lift; partnered with Product on a software/services bundle adding $4M in revenue.
● Managed a remote deal desk and analytics team of 8. VICE PRESIDENT, CORPORATE FINANCE TRANSFORMATION
JPMorgan Chase & Co. Aug 2015 – Mar 2017
● Led data management initiatives for internal and external financial reporting, strengthening forecasting and analytics capabilities firmwide.
● Built the governance framework for external financial reports, ensuring accountability across the production process.
● Provided CFO support for Finance & Risk, preparing monthly P&Ls for corporate staff functions.
● Developed KPIs tracking margin expansion initiatives, including offshoring and relocation strategy. TREASURY MANAGER
American Express Jun 2014 – Jul 2015
● Drafted 10-K, 10-Q, and Pillar 3 capital disclosures; led Basel III Advanced Approaches implementation and ICAAP economic capital forecasting improvements.
FINANCE MANAGER, FP&A
American Express Apr 2012 – Jun 2014
● Led the investment forecast process for a $4B portfolio across issuer, merchant, and network businesses; modeled minimum funding scenarios for growth objectives and ran ad-hoc analyses supporting P&L-driven investment decisions. INTERNAL AUDIT MANAGER
American Express May 2010 – Apr 2012
● Owned the audit portfolio for Global Network & Merchant Services; built the annual audit plan and managed an international team of consultants and audit staff. ADVISORY, FORENSIC SERVICES SENIOR ASSOCIATE/ASSOCIATE PricewaterhouseCoopers Aug 2006 – May 2010
● Supported Fortune 500 clients on fraud investigations, litigation, and control gap assessments; contributed financial analysis to the NYC Economic Development Corporation's waste-hauling price regulation study. EDUCATION
B.S., ACCOUNTING AND FINANCE
New York University — Leonard N. Stern School of Business CERTIFICATIONS
● Certified Public Accountant (CPA), New York
● Certified Fraud Examiner (CFE)
● CFI Financial Analysis and Modeling Professional Certificate
● Negotiation Professional Certificate, American Negotiation Institute SKILLS
● Pricing Strategy & Optimization
● Packaging Design & Monetization
● Competitive Benchmarking
● Value-Based Pricing
● SaaS Pricing Models, Consumption Usage Models
● Pricing Execution & Operations
● Deal Desk Leadership
● Financial Modeling for Pricing Decisions
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