Manager, Planning & Analysis - Enterprise Valuation Group (Hybrid) jobs in United States
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Prudential Financial · 2 days ago

Manager, Planning & Analysis - Enterprise Valuation Group (Hybrid)

Prudential Financial is a leading financial services company, and they are seeking a Manager for the Planning & Analysis within the Enterprise Valuation Group. This role involves evaluating credit-related investment valuation matters, performing analytical control and validation over investment activities, and producing management reports on valuation oversight.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement
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H1B Sponsor Likelynote

Responsibilities

Participating in the group’s focus range from optimizing liquid core assets valuation routines to maximizing transparency on illiquid, non-core assets with obstacles including unobservable inputs, operational lags, non-GAAP financials, etc
Monitoring emerging valuation topics related to GAAP/Statutory/SEC reporting requirements and serving as a subject matter expert for valuation and valuation oversight
Performing quarter-end valuation testing and reviews
Producing regular management reports on valuation oversight
Working with the fair value reporting team to improve fair value leveling
Performing other ad hoc valuation analysis to support financial reporting and management decision making

Qualification

Financial analysisValuation principlesASC 820 knowledgeInvestment analyticsProgramming toolsCommunication skillsInterpersonal skillsCross-functional teamwork

Required

Undergraduate degree in Accounting, Finance, Economics or other relevant disciplines
5+ years' experience in investment related financial analysis and reporting is preferred
Working knowledge of financial security valuation principles and practices
Knowledge of ASC 820 fair value leveling, measurement, and disclosures
Strong communication and interpersonal skills with an ability to interact effectively with other functions, peers, and senior managers
Knowledge of one or more valuation concepts, including cashflow discount models, yield curve analysis, enterprise value models using sales or earnings multiples, sum of the parts (SOTP) business valuation methods
Ability work with cross-functional teams and deliver technology-driven solutions to investment analysis

Preferred

CPA, CFA, MBA, or Master of Financial Engineering
Working knowledge of investment IPV (Independent Price Verification) and valuation control procedures
Auditing or consulting experience with a public accounting firm
Proficiency in investment analytics and data analysis, specifically, experience with one or more programming and investment tools: Python, SQL, Tableau, Power BI, Cognos, R, MATLAB, Capital IQ, Bloomberg, Intex
Experience with ASU 2016-01, Financial Instruments: Recognition and Measurement of Financial Assets and Financial Liabilities, ASC 320 (Debt), ASC 321(Equity) accounting treatment, ASC 323 (Equity Method and Joint Ventures), ASC 810 (Consolidation) and ASC 805 (Business Combinations)

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.

Company

Prudential Financial

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Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.

H1B Sponsorship

Prudential Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$1.25B
Key Investors
AM Best
2025-03-13Post Ipo Debt· $750M
2024-02-14Post Ipo Debt· $500M
2001-12-13IPO

Leadership Team

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Andrew Sullivan
Chief Executive Officer
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Yanela Frias
Executive Vice President & Chief Financial Officer
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Company data provided by crunchbase