Manager, Planning & Analysis

Job Classification:
Finance & Accounting - Finance & Accounting

Company Overview:

Prudential Financial (NYSE: PRU), an industry leader in financial services for more than 140 years, offers customers world-wide a variety of innovative solutions for growing and protecting wealth. With over $1.6 trillion assets under management and office presence in 20 countries across 5 continents, Prudential strives to service customers and create long-term value for stakeholders through strong ethics and business fundamentals. We provide a wide array of financial products and services, ranging from individual life insurance, retirement and annuities to asset management.

Our Businessor Function:

The new Management Reporting COE will centralize P&A responsibilities for the U.S. Businesses, namely, Retirement, Annuities, Group Insurance, Individual Life and PGIM. The COE will be responsible for all forecasting, budgeting, driver analysis, GAAP and Stat financial analysis as well as the production of management reporting materials and analytics. The purpose of the COE is to provide insight into each business’ financial performance and support business decision making, at the Business Unit as well as Corporate level.

COE associates will get "best of both worlds" i.e. close integration with Business Units as well asbest practices + shared infrastructure from a state-of-the-art FP&A organization. Associates will be co-located with the Business Unit Finance teams. At the same time, they will be able to collaborate with their COE peers in dedicated COE collaboration space. Associates should expect to develop expertise in FP&A, data analytics, financial statement analysis, and learn business strategy, product and channel fundamentals of each Prudential business.


The role will support the Annuities business. Your role on this team willbe tosupport senior management and other business partners in measuring and evaluating the financial performance of the business, forecastingincome statement and balance sheet undervarious scenarios, data analytics, analysis of key business drivers, assessing the potential impact of opportunities and risks, management reporting of financial results, and evaluating strategic initiatives.

You are a highly motivated,team-orientedfinance professional who will thrive in a fast paced environment and relish opportunities that play key roles in varied assignments, shifting priorities as necessary to meet the organization’s needs. Youare able toclearly and concisely communicate with finance and business colleagues at all levels. You are eager to bring new ideas that improve various FP&A processes, add to best practices, and challenge the status quo.You will build high performing, diverse, and inclusive functional teams to increase engagement and productivity for the organization.You are committedto personal growth, eager to learn, and strive to make continuous improvements.

You will report to the Annuities Director, Planning & Analysiswithin the COE.Role is based in Newark, NJ, but there is flexibilityon your geographical location; there is an abilityto work hybrid (few daysa week from the office) or fully remote.

Your Impact:
  • Leading a team offinance professionals with a strong focus on talent development
  • Forecasting multi-year financial results on a GAAP andstatutory basis and producing insightful analytics
  • Partnering withcapitalmanagement team for forecasting of multi-year Required Capital
  • Developingprofitability, source of earningsanalysis by productsand distribution channels
  • Creatingand presenting actual and forecasted financial results tobusiness unitand Corporate leaders, highlighting pertinent trends and key business drivers
  • Develop enhancements and efficiencies to key processes and workflows
  • Understanding key business drivers and their impact to the forecast process.
  • Supportingsegment /product line income and capital allocations
  • Support assessmentof strategic initiativesand other ad-hoc projects
  • Partner with internal business and corporate areas including but not limited to actuarial, pricing, sales, Corporate Reporting, GAAP &statutoryreporting andCapital Management

Your Required Skills:
  • Bachelor’s degree in Finance or Accounting
  • 8+ years of experience infinancial 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 emergingtechnologies 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 seniormanagement while maintaining a strong executive presence
  • Ability to understand business fundamentals and business strategy

Your Desired Skills:
  • GAAP reporting and analysis experience in the insurance industry
  • Advanced degree and/or relevant certification (MBA, CPA, or CFA is a plus)
  • Experience with data visualization tools such as Tableau and Power BI
  • Coding skills (e.g. Python, R, Excel, SQL, VBA)

Our Culture:

Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference·we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.


Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.

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.

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.

If you need an accommodation to complete the application process, which may include an assessment, please call (800) 433-8960, prompt 4 or email accommodation.h&

Please note that the above number and email are solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email to request assistance.

Newark, New Jersey, United States of America