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Prudential Financial

Sells life insurance, annuities and investments

Associate Manager - Enterprise Expense Optimization

Corporate Finance & FP&APosted on Nov 12
Full-timeNewark, NJ, USA$89k - $147kIn-person

About the Job

Requirements

  • A bachelor's degree in Finance, Accounting, Economics, Information Systems, Data Analytics, or a related field.
  • Two to five years of experience in finance, financial planning and analysis, financial systems, data analytics, consulting, or related roles.
  • Strong financial acumen, including budgeting, forecasting, variance analysis, and financial modeling.
  • Advanced Excel skills and experience with data visualization tools such as Power BI.
  • Strong analytical and problem-solving skills, with the ability to turn complex data into clear insights.
  • Excellent communication skills and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

  • Build and maintain financial models to size, forecast, and track savings initiatives.
  • Partner with Finance teams to collect, validate, and reconcile savings data to the general ledger, plan, and forecast.
  • Monitor benefits realization against targets, explain variances, and support budget and multi-year forecast cycles.
  • Support the administration, maintenance, and ongoing enhancement of the Enterprise Management System Anaplan model, including configuration, user access, and data controls.
  • Maintain Enterprise Management System data integrity through regular reconciliations, data-quality checks, and issue resolution.
  • Support Enterprise Management System rollout and adoption across business units, including user training and documentation.
  • Assist in delivering Enterprise Management System-based reporting and analysis for Finance and business leaders.
  • Design and maintain automated dashboards and reporting, such as Power BI, to support leadership reviews and decision-making.
  • Identify opportunities to automate manual processes using low-code tools such as Power Automate and AI-enabled solutions such as Microsoft Copilot.
  • Assist in preparing executive-ready financial summaries, dashboards, and presentation materials.
  • Support monthly and quarterly governance reviews with clear, data-driven financial insights.
  • Maintain documentation of initiative financial impacts, key assumptions, and decisions.

Desired Qualifications

  • Experience in financial services, insurance, or asset management.
  • Experience administering or supporting expense management or financial planning systems, such as Oracle or Anaplan.
  • Experience with automation and AI tools, such as Power Automate or Microsoft Copilot.
  • Exposure to expense management or cost transformation.

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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