Job Classification:

Finance & Accounting - Finance & Accounting

At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions! 

In the Global Finance Community, the U.S. Businesses Finance team has planning and analysis (P&A) and strategic finance responsibilities for Prudential’s U.S. Businesses and Functions. The U.S. Businesses Finance team has responsibility for consolidating the quarterly financial and forecasting results for Prudential’s U.S. Businesses: Retirement Strategies, Group Insurance, and Individual Life.  This includes partnering with the business finance teams and Corporate Functions and developing presentations and analysis primarily for the CEO and the CFO of the U.S. businesses with significant interaction and exposure to them and other senior leaders. In addition, the team provides financial support to the U.S. COO for Prudential’s quarterly earnings calls, which includes partnering with Investor Relations and staying current on key industry topics and competitors. Additionally, the team leads cross-business initiatives and strategic projects, supporting the CFO and CEO of the U.S.

If you are looking for an exciting opportunity to help shape the future of Finance here at Prudential, please consider applying to become a member of the team! 

The Planning & Analysis Specialist is a key position that works closely with the various U.S. Businesses and the Global Finance Community in multiple capacities.  This individual will provide value-added, insightful and actionable analytics for the U.S. Businesses to help inform Senior Management to drive strategic decision making.  The role will serve as a liaison between the COO and CFO of the U.S. Businesses with the individual businesses and the rest of the Global Finance Community.  The candidate will develop a deep knowledge of Prudential’s U.S. Businesses strategy along with an understanding of each business.

We are looking for a highly motivated, team-oriented finance 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. The ideal candidate should be able to communicate with finance and business colleagues clearly and concisely at all levels.  We want someone who is eager and is encouraged to bring new ideas that improve various FP&A processes, add to best practices, and challenge the status quo. You are committed to personal growth, eager to learn, and strive to make continuous improvements.

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:  

• Consolidation of the P&A financial reporting and forecasting process for the U.S. Businesses
• Support of extensive sets of analysis, presentations, and adhoc requests for Senior Management
• Business Knowledge and Strategy- in-depth understanding of the underlying performance and health of each of the U.S. Businesses, including key business drivers/metrics and financial results, while also supporting the overall U.S. Businesses strategy. 
• Financial knowledge- understanding of U.S. GAAP and Stat financial results, capital, and cash flows.
• Drive continuous automation and improvement of processes and output of the team.

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
• Proficiency in Microsoft Excel

It’d be a plus if you had:  

• Advance degrees and/or relevant professional certifications/designations- MBA, CPA, and/or CFA)
• Strong analytical skills and financial modeling experience

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’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:  

• 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  

• Retirement plans:  

• 401(k) plan with company match (up to 4%)  

• Company-funded pension plan  

• Wellness Programs to help you achieve your wellbeing goals, 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.  

• Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations.  

• 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. 

To find out more about our Total Reward package, see our Total Rewards Brochure. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.  

Note: 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 $71,100.00 to $105,900.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. 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. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.