Finance Transformation Planning & Analysis Analyst

Job Classification:

Technology - Agile, Delivery, & Product

At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions!

Are you energized by an opportunity to work in a new, transformative, and tech-forward environment? Do you have a strong affinity and curiosity for financial systems and implementing process efficiencies? As part of Financial Management (FM) Transformation, the Investment Data Strategy & Stewardship team is seeking an action-oriented individual with an entrepreneurial and tech-forward mindset to join our Agile team as a Business Analyst.

Our vision for FM Transformation, which is aligned to Prudential’s vision and strategy, is to power exceptional business, customer, and employee outcomes through efficient, high-integrity and timely financial reporting and analysis that enable rapid and intelligent financial and business decisions.
We will achieve our vision by creating:

• A simplified, modular, and integrated model and technology architecture,
• World-class business intelligence and decision analytics, fueled by accurate, readily available data,
• End-to-end process automation,
• A culture that embraces transformational innovation, organizational agility, and continuous improvement, and
• Superior employee experience.

The successful candidate will help drive the FM Transformation vision, and be part of an Agile team that partners with subject matter experts and technology associates to ideate, design, develop, roll-out, and measure success for the initiative. They will also support the team’s Product Owner (PO) by acting as a voice of business interests within the team. This role will encompass driving delivery efforts across finance, technology, project management, and people management.

The current EWA 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.

What you can expect:

• Work on a small team (~7-10 individuals) to help drive change and transformation to the BU Finance teams by enhancing methodology, process/data flow and technology
• Tackle problems creatively, while being curious to evaluate situations from all angles, and implement new solutions
• Utilize flexible collaboration styles to build a cohesive team and maintain progress
• Build partnerships with associates across finance, data office, technology, and the businesses
• Demonstrate capacity to communicate complex and technical solutions to non-technical audiences
• Evaluate demanding situations, understand the challenges, and take the necessary risks to meet key milestones including making project-level decisions that will be instrumental in keeping pace and setting the stage for future actions and taking responsibility for projects as if they were their own business
• Understands that this job is not about knowing the answers, but finding them

What you’ll need:

• 3-5 years of diversified experience in Finance Reporting (GAAP/Management reporting), with a focus on planning & analysis, capital management, or investments / financial modeling
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, advanced formulas, data analysis) and foundational knowledge of Power BI
• Problem solving skills including the ability to identify solutions and alternatives for high priority challenges.
• Ability to drive progress and navigate with tenacity.
• Ability to ‘connect the dots’ between the main concepts of finance, treasury, actuarial, risk etc.
• Excellent execution and business partnering skills, along with strong analytical, interpersonal and communication skills
• Demonstrated success working on a cross-functional team that achieved long-term goals while managing short-term challenges
• Willingness to learn innovative technologies, and process re-engineering
   

It’d be a plus if you had:

• MBA, CPA, or CFA
• Experience building dashboards, reports in Power BI or other visualization tools
• Exposure to process redesign and mapping
• Familiarity with cloud-based data platforms or large data sets
• Exposure to programming or query languages such as Python, C#, SQL

Prudential welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

At Prudential, you can:

Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services such as on demand resources and networking to propel your career forward.

We’re a global organization, full of outstandingly dedicated people who aren’t afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose.

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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 $70,300.00 to $116,100.00. 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.