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Prudential Financial

Sells life insurance, annuities and investments

Manager, Planning & Analysis

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeHamilton, BermudaNo salary listed

About the Job

Requirements

  • Bachelor’s degree, preferably in Accounting, Finance, or a related field.
  • CPA, CFA, or equivalent professional designation; advanced degree preferred.
  • Minimum of five years of progressively responsible experience in financial analysis, forecasting, reporting, or a related discipline.
  • Demonstrated ability to lead complex, end-to-end processes, manage competing priorities, and deliver high-quality work within challenging time frames and with limited oversight.
  • Strong analytical and problem-solving skills, with the ability to connect financial results to underlying business drivers and implications.
  • Strong presentation and communication skills, including the ability to translate complex information and tailor messages for senior stakeholders.
  • High degree of self-motivation, ownership, attention to detail, and commitment to continuous improvement.
  • Ability to navigate ambiguity, exercise sound judgment, and develop thoughtful solutions in a complex and evolving environment.
  • Flexibility to work additional hours during peak reporting periods, as needed.

Responsibilities

  • Co-manage planning and analysis activities related to the two Bermuda-based affiliates, with accountability for delivering timely and meaningful financial insights.
  • Lead end-to-end planning and analysis and transaction-related deliverables for the Bermuda reinsurance entities, translating quarterly results, forecast drivers, and emerging business issues into concise, executive-ready insights and recommendations.
  • Oversee key forecasting and reporting activities and partner across functions to support strategic initiatives, reinsurance transactions, and senior management decision-making.
  • Lead end-to-end quarterly and semiannual forecasting for the Bermuda entities, including consolidating and validating inputs, assessing key drivers, and preparing materials for executive management.
  • Lead quarterly actuals reporting and analysis, including interpreting sales and settlement activity, developing variance commentary, and translating results into business implications and forward-looking considerations.
  • Monitor core financial metrics, identify trends and emerging issues, and translate complex financial information into actionable insights for senior stakeholders.
  • Partner with senior Finance and business stakeholders to support reinsurance transactions, strategic initiatives, and management priorities through financial analysis, viewpoint development, and post-transaction reporting.
  • Develop executive-ready presentations and recommendations for leadership discussions, quarterly business reviews, and regulatory updates.
  • Drive process improvements across planning and reporting activities to enhance quality, transparency, and efficiency.
  • Serve as a Finance partner across functions and geographies, influencing outcomes through analytical insight, sound judgment, and clear communication.

Desired Qualifications

  • Strong understanding of the insurance industry, including key earnings drivers and risk management principles.
  • Knowledge of the Bermuda regulatory and solvency regime.
  • Familiarity with reinsurance transactions, structures, and related accounting considerations.
  • Commercial and industry awareness, with the ability to understand how market developments may affect business priorities.

About the Company

Prudential Financial

Sells life insurance, annuities and investments

Prudential Financial sells life insurance, annuities and retirement plans to individuals and employers in the United States and Japan, and it invests money for institutional investors through PGIM, its asset management arm. PGIM brings together specialist firms, including stock picker Jennison Associates and separate units for bonds, quantitative strategies, real estate and private credit. Prudential earns insurance premiums, collects investment returns on the premiums it holds until claims and payouts come due, and charges fees on the assets PGIM manages. The company was founded in 1875 to sell burial insurance and is headquartered in Newark, New Jersey.

Company size
10,001+
Company stage
IPO
Headquarters
Newark, NJ
Founded
1875

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