Manager of Planning & Analysis for PGIM Finance providing financial insights and collaborating across departments. Leading budgeting processes and supporting business initiatives within a hybrid work environment.
Responsibilities
Lead and support the annual budgeting and quarterly forecasting processes
Develop multi-year financial plans in partnership with business leaders
Coordinate with Human Resources on headcount planning and compensation modeling
Maintain and enhance models for long-term incentive compensation and investment professional bonuses
Own forecast assumptions and manage inputs into Anaplan (forecasting tool)
Prepare and analyze monthly and quarterly financial results, identifying trends and variances
Create and deliver executive-level presentations and business review materials
Identify and implement process improvements within the expense management function
Support the consolidation and analysis of financial results across business units
Contribute to benchmarking studies and competitive analysis
Participate in strategic initiatives and special projects
Provide mentorship and guidance to junior team members
Ensure a high level of accuracy and attention to detail in all deliverables
Requirements
Bachelor’s degree in accounting, finance, economics, or a related field
5–7 years of experience in financial planning, analysis, or reporting
Strong analytical skills with the ability to interpret complex data and deliver actionable insights
Excellent communication skills, with the ability to present financial information clearly to non-financial audiences
Proven ability to manage multiple priorities in a dynamic, fast-paced environment
Strategic thinker with a problem-solving mindset and a high level of initiative
Collaborative, team-oriented approach with a focus on driving results
High level of discretion and professionalism when handling confidential information
Proficiency in Microsoft Office Suite, especially Excel and PowerPoint; experience with Anaplan is a plus
Benefits
Medical, dental, vision, life insurance, disability insurance
Paid Time Off (PTO)
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
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