Manager of Retirement Strategies Planning & Analysis at Prudential focusing on financial performance, data analytics, and process enhancements in a hybrid role.
Responsibilities
Lead amongst a team of finance professionals with a strong focus on talent development
Developing profitability, source of earnings analysis by products and distribution channels
Creating and presenting actual and forecasted financial results to business unit and Corporate leaders, highlighting pertinent trends and key business drivers
Understanding key business drivers and their impact to financial results
Working with business and finance leaders to identify financial trends and profitable growth opportunities
Develop enhancements and efficiencies to key processes and workflows and be a key partner with enterprise transformation initiatives
Support assessment of strategic initiatives and other ad-hoc projects
Forecasting multi-year financial results on a GAAP and statutory basis and producing insightful analytics
Partner with internal business and corporate areas including but not limited to actuarial, pricing, sales, Corporate Reporting, GAAP & statutory reporting and Capital Management
Requirements
Bachelor’s degree in Finance or Accounting
5+ years of experience in financial planning & analysis, financial reporting, expense management, or related experience
Advanced excel knowledge with proven ability to manipulate large data sets and create financial models
Proven ability to analyze data and the underlying drivers of financial results
Ability to work across teams and collaborate with others to drive execution
Ability to identify opportunities to better leverage existing and emerging technologies to complete tasks more efficiently and effectively
Leadership and managerial skills
Agile and organized with the ability to prioritize and manage multiple demands
Excellent verbal and written communication skills with desire and ability to present to senior management while maintaining a strong executive presence
Ability to understand business fundamentals and business strategy
GAAP reporting and analysis experience in the insurance industry (it would be a plus)
Advanced degree and/or relevant certification (MBA, CPA, or CFA is a plus) (it would be a plus)
Experience with data visualization tools such as Tableau and Power BI (it would be a plus)
Coding skills (e.g. Python, R, Excel, SQL, VBA) (it would be a plus)
Benefits
Medical, dental, vision, life insurance, disability insurance
Paid Time Off (PTO)
Leave of absences, such as parental and military leave
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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