Senior Analyst, Data Analytics

Prudential Financial; United States; Remote; USD 76,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Pension plan

Wellness programs

Education benefit

Employee stock purchase plan

Discretionary annual incentive

Job summary

Prudential Financial is seeking a Sales Reporting Analyst to deliver trusted, repeatable reporting and data maintenance for ILI sales performance. You will manage a reporting queue, ensure accuracy, and support leadership with timely outputs.

You’ll also maintain dashboards, validate data across sources, and handle ad hoc requests in a structured environment. Join a team focused on accuracy, process discipline, and continuous improvement, with opportunities to explore AI-driven enhancements and

Qualifications

• Hands-on experience building, maintaining, or supporting Tableau dashboards and reports.
• Strong Excel skills and familiarity with sales, financial, or similarly structured business data.
• Demonstrated ability to reconcile data across multiple sources and clearly explain discrepancies.
• Conceptual understanding of sales constructs such as production, pipeline, crediting, territories, and incentives.
• Experience working within documented processes, standards, and recurring delivery cadences.
• Clear written communication skills and sound judgment regarding when to resolve an issue independently versus escalating it.

Responsibilities

• Deliver weekly and monthly new-business sales and distributor-level reporting on schedule.
• Maintain and enhance standard Tableau dashboards, landing pages, and recurring reporting templates while preserving consistent formats and documented business rules.
• Validate sales data, reconcile information across sources, investigate discrepancies, and resolve or reconcile errors to protect reporting accuracy.
• Manage first-pass ad hoc data and reporting requests, completing well-defined requests and escalating items that require complex analysis, prioritization, or significant judgment.
• Follow and help maintain standard operating procedures, documenting repeatable work and flagging exceptions.
• Provide clear, dependable reporting outputs that enable ILI sales leaders, wholesalers, and distribution partners to monitor performance and make informed business decisions.

Skills

Tableau dashboards

Excel

Data reconciliation

Written communication

Analytical thinking

Process standards

AI curiosity

Tools

Tableau

Power BI

Job description

Job Classification: Data Science & Analytics - Data Science & Analytics Role Overview + Why the Role Matters

The Sales Reporting Analyst delivers trusted, repeatable reporting and data maintenance that support new-business sales performance for Individual Life Insurance (ILI) sales leaders, wholesalers, and distribution partners. This execution-focused individual contributor will manage a defined business-as-usual reporting queue, producing accurate outputs on a predictable cadence so sales leaders and field partners can run the business with confidence while senior team members focus on strategy, prioritization, and stakeholder leadership.

What You'll Do

• Deliver weekly and monthly new-business sales and distributor-level reporting on schedule
• Maintain and enhance standard Tableau dashboards, landing pages, and recurring reporting templates while preserving consistent formats and documented business rules.
• Validate sales data, reconcile information across sources, investigate discrepancies, and resolve or reconcile errors to protect reporting accuracy.
• Manage first-pass ad hoc data and reporting requests, completing well-defined requests and escalating items that require complex analysis, prioritization, or significant judgment.
• Follow and help maintain standard operating procedures, documenting repeatable work and flagging exceptions.
• Provide clear, dependable reporting outputs that enable ILI sales leaders, wholesalers, and distribution partners to monitor performance and make informed business decisions.

How You'll Work and Succeed

You will work within a structured reporting environment and partner with sales leaders, wholesalers, distribution partners, and senior team members who provide direction on priorities and complex stakeholder needs.

Success in this role requires

• Execution discipline and strong attention to detail across recurring deliverables.
• A process-oriented mindset that follows documented standards and sustains repeatable formats.
• Analytical problem-solving to reconcile data, identify root causes, and explain discrepancies clearly.
• Sound judgment about what can be resolved independently and what should be escalated.
• Clear written communication, reliable follow-through, and accountability for deadlines.
• A continuous-improvement mindset focused on practical enhancements to reporting quality, consistency, and efficiency.
• Curiosity and initiative to use AI and other research methods, think creatively, and build new skills to identify better solutions or solve problems.

What You'll Bring

• Hands-on experience building, maintaining, or supporting Tableau dashboards and reports.
• Strong Excel skills and familiarity with sales, financial, or similarly structured business data.
• Demonstrated ability to reconcile data across multiple sources and clearly explain discrepancies.
• Conceptual understanding of sales constructs such as production, pipeline, crediting, territories, and incentives.
• Experience working within documented processes, standards, and recurring delivery cadences.
• Clear written communication skills and sound judgment regarding when to resolve an issue independently versus escalating it.

What Will Set You Apart

• Exposure to Power BI and an interest in reporting automation or modernization.
• Foundational knowledge of distribution hierarchies and compensation-adjacent reporting.
• Experience supporting new-business sales reporting within insurance or financial services.

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 $76,000.00 to $125,400.00. 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.

Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America.

Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security.

Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.

Our Commitment to an Inclusive Workplace Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives.

For more information about PGIM, visit pgim.com.

Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

For more information please visit news.prudential.com.

PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

Our Commitment to an Inclusive Workplace Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.