Director, Planning

1 week ago


Newark, United States Prudential Annuities Distributors (PAD) Full time

* Lead global budgeting, forecasting, and expense management/controllership for PGIM’s Institutional Client Group (ICG)* Key advisor to ICG senior leadership, translating financial insights into actionable strategies that drive PGIM’s growth.* Develop dashboards/presentations and produce KPI metrics reporting for executive stakeholders and monthly committee updates.* Collaborate with the Product and Marketing teams on new product development, prioritization, launch, and post-launch lookback.* Conduct ICG distribution profitability analytics.* Liaise with Investment Capabilities (IC) teams regarding pipeline and business-at-risk to determine flow forecasts.* Produce consolidated flow reporting and share Investment Capabilities-specific reports with IC Finance leads.* Prepare and maintain the ICG income statement for cross-platform capability.* Manage headcount/compensation planning and complete incentive plan/bonus roll forward and scenario modeling.* Manage/implement strategic initiatives and drive efficiencies, process improvements, and enhancements across the team.* Deliver functional and ad hoc reporting/analytics and respond to special requests for cross-platform capability.* Participate in various analysis and special projects.* Provide support for M&A activities.* Participate in industry surveys (e.g., McKinsey Survey)* Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.* 10+ years of experience in financial planning & analysis* Strong analytical skills and experience with Excel, Power BI, PowerPoint, and Anaplan* Proven ability to communicate insights through executive-ready presentations.* Ability to thrive in a fast-paced, evolving environment with a focus on process improvement and automation.* Detail-oriented with strong time-management and problem-solving abilities.* Strong interpersonal, communication, and partnering skills.* High learning agility and ability to quickly adapt to new systems and technologies.* High degree of professionalism, excellent work ethic, and solutions-oriented mindset* Self-motivated team player who takes pride in their work* Enthusiasm, initiative, curiosity, and eagerness to learn.* Experience in asset management or financial services with a strong understanding of financial markets and investment products* Ability to work with confidential information and maintain high ethical standards.**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. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.**Our Commitment to an Inclusive Workplace**Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are 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.PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.**Our Commitment to an Inclusive Workplace**Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are 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.
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