Manager, Financial Planning

7 days ago

New York, New York, United States Prudential Financial, Inc. Full time
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
  • Are you a highly motivated, team-oriented finance professional who will thrive in a fast-paced environment?
  • Do you enjoy sharing unique ideas that will improve various FP&A processes?
The purpose of the Individual Life Finance (ILI) team is to provide insightful analysis supporting Individual Life's financial performance to help drive business strategy. The team is responsible for forecasting, managing and optimizing capital, budgeting, driver analysis, GAAP and STAT financial analysis, the production of management reporting materials as well as the analytics.

The ILI Finance team currently has an opening for a Financial Planning & Analysis Manager. This role will support senior management and other business partners in measuring and evaluating the financial performance of the business, forecasting under various scenarios, data analytics, analysis of key business drivers, assessing the potential impact of opportunities and risks, and management reporting of financial results. The role will require effective communication and partnership across various areas including Actuarial, ALM, Tax, Treasury and Corporate Planning and Analysis.

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:
  • Build out the source of earnings analysis for actuals, forecasts, key initiatives on a GAAP and Statutory basis, highlighting pertinent trends within key business drivers including sales, underwriting results, investment results, expenses, and taxes.
  • Understand, analyze, challenge, and explain financial results and business drivers.
  • Design enhancements and efficiencies to key processes and workflows. Drive continuous improvement processes.
  • Support business and corporate partners in strategic initiatives, transactions, and other ad-hoc projects.
  • Support claims and mortality reporting and analysis.
  • Support business partners such as Investor Relations and Communications on the quarterly earnings' narrative.
  • Ability to work overtime during peak periods.
What you'll need:
  • Bachelor's degree in finance and/or accounting.
  • Minimum of 5 years of experience in financial planning & analysis, financial reporting, expense management, or related experience.
  • Agile and organized with the ability to prioritize and handle multiple demands while collaborating across different teams to drive execution.
  • Excellent ability to analyze data and the underlying drivers of financial results.
  • Problem-solving skills.
  • Excellent verbal and written communication skills.
  • Ability to see opportunities that better leverage existing and emerging technologies to complete tasks more efficiently and effectively.
  • Excellent skills using Microsoft products such as Excel and PowerPoint.
It'd be a plus if you had:
  • GAAP and Statutory 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.
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:

Take charge of your career. People who have been successful with developing their skills in this role have gone on to be promoted within ILI Finance team or have moved into a role within the larger finance organization.

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:
  • 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 $115,800.00 to $172, 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.

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.

PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please email

Please note that the above email is 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.

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