Manager, Financial Planning & Analysis (WSG)

Prudential - Roseland, NJ (30+ days ago)3.9

Prudential Financial, a financial services leader with more than $1 trillion of assets under management, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees are committed to helping individual and institutional customers grow and protect their wealth through a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management.

Prudential’s Workplace Solutions Group (WSG), which comprises Prudential’s Retirement and Group Insurance businesses – serving over 23 million customers, is seeking a highly motivated, process improvement oriented, and results driven FP&A Manager to lead the cost management consolidation process in support our Group Insurance business. The WSG Cost Optimization & Performance Measurement team is responsible for planning, forecasting, financial reporting, and business measurement for the Workplace Solution Group segment. The Manager of Expense Planning & Analysis position is responsible for leading consolidated expense management activities such as quarterly forecasting, summarizing monthly and quarterly results, and ensuring information is shared at the appropriate level with various Group Insurance and Corporate teams.

Primary responsibilities include:
Consolidate expense data, analyze, review, and communicate expense results, both forecast and actual, with multiple stakeholders; including Expense team partners, Planning & Analysis, Controllers and Corporate; to facilitate Senior Leadership decision making and external results communication.
Produce actionable analytics and insightful financial metrics to facilitate transparency
Develop business driver analysis and executive presentations to communication business unit results and future projections, including business metrics such as the quarterly and full year admin ratio.
Manage process to develop and prepare Expense team deliverables, such as Senior leadership presentations, COO communication, CP&A deliverables, Post Allocated Reporting, Non-G&A Ownership, and Actuarial inputs
Track anticipated changes to the current year and multi-year forecasts. Partner with the appropriate teams to ensure updates are executed on in a timely manner and then communicated to various audiences
Lead the expense allocation process to update Business, Product Line, and Legal Entity expenses while driving consistency and a strong understanding of the underlying methodologies.
Ownership of Non-G&A expense items including DAC, Commissions, Intangibles, etc.
Serve as the key pricing contact for Actuarial relative to expense allocations and pricing assumptions
Create strong partnerships (Finance, Business, and Corporate) while gaining a thorough understanding of the key expense levers in each area
Manage ad hoc requests for financial information and implement efficiencies around production
Develop a talent pipeline for the Cost Optimization & Performance Measurement COE
Participate in strategic projects as requested
Lead, manage and develop a staff of 1 or more


Bachelor’s degree in Finance, Accounting or related field, with a minimum of 5-7 years of relevant experience
Advanced degree, MBA or CPA preferred
Discretion to deal with confidential information
Advanced Analytical skills, inspiring leader with the ability to problem solve.
Customer focused with strong communication skills and the ability to effectively communicate financial results.
Demonstrated ability to thoughtfully analyze data, assess and challenge results
Results oriented and attentive to detail
Self-motivated, proactive and strong time management and organizational skills
Agile and organized with the ability to prioritize and manage multiple demands. Able to proactively anticipate issues, provide recommendations, and communicate key issues at the right level at the right time.
Ability to focus on big picture and interconnectivity
Able to apply knowledge of company objectives, operations, and key business drivers and of finance to evaluate business performance and contribute to operational and strategic decision-making.
Possesses ability to derive key expense metrics and influence business activities to optimize cost structure.
Organizational awareness and knowledge of business partner strategy.
Demonstrated ability to foster the development of successful, strategic relationships with business partners.
Ability to thrive in a matrixed environment
Ability to manage a project, process, or new initiative, from inception to completion.
Displays a Continuous improvement mindset. Able to proactively identify, analyze, and improve upon existing processes for optimization and to meet new deadlines or standards of quality.
Innovation mindset with the willingness to challenge the status quo.
Uses appropriate applications and identifies opportunities to better leverage technology to complete tasks more efficiently and effectively.
Understands the need for a control environment and attention to detail.
Proficient use of MS Office suite.
Capable of leading a team through times of change
Performs role of Finance as a Strategist, Catalyst, Steward and Operator.

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, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

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.