Planning & Analysis Specialist - Retirement Strategies COPM (Hybrid) (Finance)
Job Classification:
Finance & Accounting - Finance & AccountingPrudential's Retirement Strategies organization, which is comprised of Retirement and Annuities businesses, is seeking a highly motivated, process improvement oriented, and results driven Financial Planning & Analysis Specialist to support the cost management process. Our Cost Optimization & Performance Measurement (COPM) team is responsible for planning, forecasting, reporting, and strategic initiative support for the business's expenses.
This position is responsible for the analysis of results and forecasts for Operating expenses, as well as the support of management reporting / forecasting activities and quarterly external reporting and analysis.
Responsibilities include analysis of quarterly results, executive presentations, business partner support, and coordination across the COPM organization to understand financial drivers with attention to sharing information at the appropriate level with various Retirement Strategies and Corporate teams.
Additionally, this role will have visibility into improvements related to the overall enterprise expense transformation where we are integrating Anaplan based modeling and using new tools such as HERMES for reporting and presentations.
The current EWA for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site.
What you can expect:
- Assist in the consolidation of expense data and development of business driver analysis for multiple stakeholders
- Produce actionable, insightful analytics to facilitate transparency, as well as assist with executive presentations to communicate business unit results
- Identify and support the impact of shared/empowered and indirect expenses on the business
- Support of the expense allocation and DAC processes
- Maintain and champion the control environment for the team, including supporting key controls processes, Internal Audit requests, EUCS (end user computing solutions), Model Risk Management, and other necessary controls
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Understand how business drivers impact models, incorporate this understanding into forward looking output and analysis
What you'll need:
- Undergraduate business degree in Finance, Accounting or related business fields
- 3+ years of experience in forecasting, planning and analysis, and financial reporting experience
- Experience working in Financial Services industry, particularly with Life Insurance, Annuities, Retirement and Asset Management
- Ability to understand business fundamentals and business strategy
- Ability to interpret financial results extracting trends to provide valuable insights to the businesses and Senior Management
- Strong and concise communication and presentation skills and ability to present to Senior Management with a strong executive presence
- Ability to build relationships and collaborate extensively with key business partners and stakeholders to drive execution
- Agile and organized with ability to prioritize and manage multiple demands
- Ability to identify opportunities to better leverage existing and emerging technologies to complete tasks more efficiently and effectively
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Proficiency in Microsoft Excel
It'd be a plus is you had:
- Experience using any of our software & systems: MS Office Suite, Oracle, Essbase & Anaplan
Prudential welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
At Prudential, you can:
We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward.
We're a global organization, full of outstandingly dedicated people who aren't afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose.
What we offer you:
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $72,900.00 to $108,600.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and 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. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.
