Manager, Planning

Job Classification:

Finance & Accounting - Finance & Accounting

Prudential Advisors (PA) is the retail distribution arm of Prudential Financial, serving about 4 million clients through 3,000+ financial professionals and its 22 firm offices nationwide. It offers holistic financial advice across investments, retirement, and protection solutions. The recent strategic relationship agreement with LPL Financial is contributing to accelerated profitable growth for Prudential Advisors which is a key distribution strength and differentiator for the overall enterprise.

We currently have an exciting opportunity to fill an open Manager role on the PA Finance team. The PA Finance team reports into the Prudential Advisors business unit President and is part of an Empowered team model. The PA Finance team drives financial excellence and strategic growth for Prudential Advisors through:

• Planning and Analysis,

• Management Reporting

• Managing all aspects of expense planning

• Strategic Initiatives and Enablement

• Business Partnership

• Continuous Improvement

• Enterprise Support

• Talent Development

The manager will frequently interact with business leaders and cross-functional teams to drive both financial and strategic outcomes, collaborating closely with business leaders and providing financial analysis to support the ongoing execution of growth strategy and other business case/transformation initiatives. The manager will also serve as the primary finance point of contact and subject matter expert for the LPL (external broker-dealer platform) Conversion Day 2 Compensation Project, collaborating with cross-functional teams to provide guidance related to accounting and reporting changes. This role is a great opportunity for you to learn and be a part of a growing business at Prudential Financial.

The current employee work arrangement for this position is Hybrid in Newark, NJ 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:

• Lead quarter- and year-end financial reporting for Pru Advisors including presenting financial results, preparation of board meeting materials and supporting internal or external audit requests.

• Partner with LPL's (external broker-dealer platform) finance and operations teams to manage and reconcile monthly Alteryx-based statement reviews, including revenue and cash reconciliations, ensuring data integrity across internal partners.

• Oversee Prudential Advisors' multi-line sales forecasting and planning process through collaboration.

• Lead FFB submission for P/L forecast for corporate forecast consolidation.

• Oversee quarterly production of Firm Economics of PA's 22 firms to help measure and improve each firm's profitability performance and drive field leader's accountability.

• Deliver sales distribution industry survey through partnership with McKinsey. Utilize survey results and data analysis to generate insights on market and competitors to guide strategic decisions and drive actionable changes.

• Champion operational efficiency by identifying, designing, and implementing technology- driven process automation and improvements to create flexibility in the team.

• Support the team in completing BU, corporate and enterprise-level transformation initiatives, including FM Transformation.

What you'll need:

• Bachelor's or Graduate degree in Accounting, Finance or Economics (MBA or CPA a plus).

• Minimum of 6 - 8 years of experience.

• Significant experience with financial systems and financial reporting

• Strong interpersonal and communication skills.

• Ability to influence indirect reporting relationships and business partners

• Highly motivated and creative/strategic thinker

• Strong analytical, organizational and problem-solving skills

• Ability to succeed both independently and as part of team

• Proven ability to manage multiple deliverables and meet deadlines

• Strong PC Skills including Excel, Word and PowerPoint

• Ability to work overtime during peak periods

It'd be a plus if you had:

• Prior planning & analysis and financial modeling experience

• Prior supervision expereince

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 $118,700.00 to $176, 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

.

If you are experiencing a technical issue with your application or an assessment, please email

to request assistance.