Manager, Planning & Analysis (Newark, NJ)

Prudential Ins Co of America; Newark (NJ); Hybrid; USD 115,000 - 189,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan with company match

Pension plan

Wellness programs

Job summary

Prudential Financial, Inc. seeks a Manager (9P/Finance), Planning & Analysis for Bermuda-based affiliates Gibraltar Reinsurance Company Ltd. and Lotus Reinsurance Company Ltd. The role focuses on end-to-end planning, forecasting, and reporting with senior management insights.

Requires 5+ years in financial analysis, CPA/CFA, and strong communication skills. Hybrid work arrangement with some on-site days; reports to Bermuda Re Director, Planning & Analysis.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• CPA or CFA or equivalent; advanced degree preferred.
• Minimum five years in financial analysis, forecasting, reporting.
• Strong analytical and problem-solving with ability to tie results to drivers.
• Excellent presentation and communication for senior stakeholders.

Responsibilities

• Lead end-to-end quarterly and semiannual forecasting for Bermuda entities.
• Lead quarterly actuals reporting and variance commentary.
• Monitor core financial metrics and translate insights for leadership.
• Partner with senior Finance to support reinsurance transactions and initiatives.
• Develop executive-ready presentations and post-transaction reporting.
• Drive process improvements in planning and reporting.
• Act as Finance partner across functions and geographies.

Skills

Analytical skills

Problem solving

Presentation skills

Communication skills

Leadership

Education

Bachelor's degree in Accounting/Finance

CPA or CFA or equivalent

Job description

Job Classification: Finance & Accounting - Finance & Accounting

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!

Pramerica Services Company Bermuda, LTD., a wholly owned subsidiary of Prudential Financial Group ("PFI"), a Fortune 500 company, is seeking a skilled and highly motivated individual to fulfill the role of Manager (9P/Finance), Planning & Analysis. The position will be based in Bermuda (RC1.1) and will report to the Bermuda Re Director, Planning & Analysis. This position will co-manage planning and analysis activities related to PFI's two Bermuda-based affiliates, Gibraltar Reinsurance Company Ltd. (Gibraltar Re) and Lotus Reinsurance Company Ltd. (Lotus Re), with accountability for delivering timely and meaningful financial insights.

The Manager, Planning & Analysis will lead end-to-end planning and analysis and transaction-related deliverables for the Bermuda reinsurance entities, translating quarterly results, forecast drivers, and emerging business issues into clear, concise, and executive-ready insights and recommendations. This includes overseeing key forecasting and reporting activities and partnering across functions to support strategic initiatives, reinsurance transactions, and senior management decision-making.

The position requires strong judgment, the ability to operate independently in a complex and evolving environment, and the ability to influence outcomes across functions and geographies. The role offers broad exposure across Finance disciplines and close partnership with stakeholders across Bermuda, the U.S., and Japan, including Actuarial, Treasury, Global Portfolio Management, and Risk Management.

The current employee work arrangement for this position is hybrid and may require your on-site presence on a reoccurring basis as determined by your business, dependent on the candidate's location. Your manager will provide additional details relative to the specific number of days you are expected to be on-site.

What you can expect:

• Lead end-to-end quarterly and semiannual forecasting for the Bermuda entities, including consolidating and validating inputs, assessing key drivers, and preparing materials for executive management.
• Lead quarterly actuals reporting and analysis, including interpreting sales and settlement activity, developing clear variance commentary, and translating results into business implications and forward-looking considerations.
• Monitor core financial metrics, identify trends and emerging issues, and translate complex financial information into actionable insights for senior stakeholders.
• Partner with senior Finance and business stakeholders to support reinsurance transactions, strategic initiatives, and management priorities through financial analysis, viewpoint development, and post-transaction reporting.
• Develop executive-ready presentations and recommendations for leadership discussions, quarterly business reviews, and regulatory updates.
• Drive process improvements across planning and reporting activities to enhance quality, transparency, and efficiency.
• Serve as a trusted Finance partner across functions and geographies, influencing outcomes through analytical insight, sound judgment, and clear communication.

What you'll need:

• Bachelor's degree, preferably in Accounting, Finance, or a related field.
• CPA, CFA, or equivalent professional designation; advanced degree preferred.
• Minimum of five years of progressively responsible experience in financial analysis, forecasting, reporting, or a related discipline.
• Demonstrated ability to lead complex, end-to-end processes, manage competing priorities, and deliver high-quality work within challenging time frames and with limited oversight.
• Strong analytical and problem-solving skills, with the ability to connect financial results to underlying business drivers and implications.
• Strong presentation and communication skills, including the ability to translate complex information and tailor messages for senior stakeholders.
• High degree of self-motivation, ownership, attention to detail, and commitment to continuous improvement.
• Ability to navigate ambiguity, exercise sound judgment, and develop thoughtful solutions in a complex and evolving environment.
• Flexibility to work additional hours during peak reporting periods, as needed.

It'd be a plus if you had:

• Strong understanding of the insurance industry, including key earnings drivers and risk management principles.
• Knowledge of the Bermuda regulatory and solvency regime.
• Familiarity with reinsurance transactions, structures, and related accounting considerations.
• Commercial and industry awareness, with the ability to understand how market developments may affect business priorities.

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.

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 $114,500.00 to $188,900.00. 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).

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.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place.

If you need an accommodation to complete the application process, please email [e-mail] .

If you are experiencing a technical issue with your application or an assessment, please email [e-mail] to request assistance.