Corporate Finance Senior Analyst

Pru Life UK; Metro Manila; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

Pru Life UK in the Philippines is seeking a data analytics professional to support capital budgeting, performance management, and decision modeling for agency initiatives. You will collaborate with Heads of PruVenture, Distribution, Pricing, and Product Development to translate data into actionable insights.

The role emphasizes building robust models, maintaining documentation, monitoring project performance, and ensuring compliance with company standards.

Qualifications

• Familiar with Pru Life UK Compliance Standards and responsibilities.
• Report compliance matters to the Compliance Officer and maintain documented processes.

Responsibilities

• Conduct data analyses to derive insights and determine assumptions for valuation of agency projects and partnerships.
• Develop the financial or decision model aligned with the design of agency or partnership distribution.
• Maintain and validate models and ensure documentation is in place.
• Monitor and track the performance of launched projects with the project lead.
• Valuate projects for a 3-year projection period for capital budgeting in the business plan.
• Attend training, job management, professional development, and employee engagement programs.

Job description

Job Description:

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

The role engages with the Heads of PruVenture, Distribution, Agency Recruitment, Pricing and Product Development, Operations, Corporate Performance Management, Expense, and Technology to execute the data analytics, financial / decision modeling, capital budgeting, and performance management of initiatives that are aligned with Pru Life UK’s business strategy. The role ensures that the competency level on modeling skills is developed and sustained.

Job Accountabilities

• Conduct/review the data analysis/calculations and lead the data interpretation and deep dive activities needed to derive insights from data and determine the assumptions needed for valuation of agency projects and partnerships (i.e., MAPA, compensation, persistency, customer funnel, etc.)
• Develop the financial or decision model consistent with the proposed design of agency or partnership distribution initiative.
• Maintain and validates models and ensures documentation are in place.
• Monitor and track the performance of the launched projects per agreed monitoring metrics with the project lead.
• Conduct valuation of projects for 3-year projection period for capital budgeting purposes in business plan exercise.
• Attend programs relating to training, job management, professional development, and employee engagement.

Compliance

• Ensure that all company policies, procedures, programs and instruction are carried out
• Be familiar and understand Pru Life UK Compliance Standards. Must be fully aware of his/her responsibilities and competent to carry them out to the required standards. Must report all compliance matters openly and honestly to their Compliance Officer in accordance with the reporting requirements operated by the Compliance Officer. Must operate a process within his/her department to ensure that all relevant compliance matters are identified and reported.

Equal Opportunity

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.