Director, Planning & Analysis - PGIM Finance (Hybrid)

Prudential•Newark, NJ

54d•Hybrid

About The Position

As the Global Asset Management business of Prudential, PGIM is committed to improving financial services and making a meaningful impact by solving financial challenges in an ever-changing world. We believe talent is key to achieving our vision and are intentional about building a culture of respect, collaboration, and innovation. At PGIM, you will unlock a motivating and impactful career while growing your skills and advancing your profession at one of the world's leading global asset managers. If you are not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that is investing in your future by shaping tomorrow today. At PGIM, You Can! As a Director on the Institutional Client Group (ICG) Finance team, you will play a critical role in supporting strategic decision-making across PGIM's investment capabilities. Reporting to the Vice President of Planning & Analysis, you will help operationalize new processes, drive financial clarity, and partner with senior leaders to align financial outcomes with business strategy. The position also involves close collaboration with our product/marketing and investment capabilities' finance teams. This role is based in Newark, New Jersey, where the team follows a hybrid schedule, working on-site three days per week. The current employee work arrangement 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. Please note: As this team is newly established, specific responsibilities may evolve over time. We are seeking candidates who are adaptable and comfortable working in a dynamic and fluid environment as we build and refine processes to support strategic initiatives.

Requirements

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.

Nice To Haves

MBA or CFA preferred.

Responsibilities

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)

Benefits

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.

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