Manager, Planning & Analysis - PGIM Finance (Hybrid) jobs in United States
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PGIM · 1 week ago

Manager, Planning & Analysis - PGIM Finance (Hybrid)

PGIM is the global asset management business of Prudential, dedicated to improving financial services and making a meaningful impact. The Manager, Planning & Analysis will be responsible for delivering financial insights, supporting strategic planning efforts, and collaborating across departments to drive decision-making and guide junior team members.

Asset Management
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Culture & Values
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H1B Sponsor Likelynote

Responsibilities

Lead and support the annual budgeting and quarterly forecasting processes
Develop multi-year financial plans in partnership with business leaders
Coordinate with Human Resources on headcount planning and compensation modeling
Maintain and enhance models for long-term incentive compensation and investment professional bonuses
Own forecast assumptions and manage inputs into Anaplan (forecasting tool)
Prepare and analyze monthly and quarterly financial results, identifying trends and variances
Create and deliver executive-level presentations and business review materials
Identify and implement process improvements within the expense management function
Support the consolidation and analysis of financial results across business units
Contribute to benchmarking studies and competitive analysis
Participate in strategic initiatives and special projects
Provide mentorship and guidance to junior team members
Ensure a high level of accuracy and attention to detail in all deliverables

Qualification

Financial planningAnalytical skillsMicrosoft ExcelAnaplanCFACPACommunication skillsProblem-solvingTeam-orientedAttention to detail

Required

Bachelor's degree in accounting, finance, economics, or a related field
5–7 years of experience in financial planning, analysis, or reporting
Strong analytical skills with the ability to interpret complex data and deliver actionable insights
Excellent communication skills, with the ability to present financial information clearly to non-financial audiences
Proven ability to manage multiple priorities in a dynamic, fast-paced environment
Strategic thinker with a problem-solving mindset and a high level of initiative
Collaborative, team-oriented approach with a focus on driving results
High level of discretion and professionalism when handling confidential information
Proficiency in Microsoft Office Suite, especially Excel and PowerPoint; experience with Anaplan is a plus

Preferred

Advanced credentials such as CFA, CPA, or MBA are a plus

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

PGIM is a money manager whose clients rely on their risk management expertise, intellectual capital, and innovative solutions. It is a sub-organization of Prudential Financial.

H1B Sponsorship

PGIM 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
2025 (15)
2024 (12)
2023 (8)
2022 (8)
2021 (7)
2020 (14)

Funding

Current Stage
Late Stage

Leadership Team

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Jakob Wilhelmus
Director, Thematic Research
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Company data provided by crunchbase