Manager, Finance

Prudential Financial   •  

Hartford, CT

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 47 days ago

About the position

The Annuities Distribution Finance Team is responsible for internal and external reporting, forecasting and analysis for $8b of Sales, $160b of Assets Under Management (AUM) and $300m of Distribution Expenses. The team also plays a key role by providing strategic support and analysis of distribution growth initiatives. Reporting to The Director of Distribution Finance within Annuities Finance, this position is responsible for managing and preparing internal and external Sales and AUM reporting, including consolidation and analysis of AUM drivers, quarterly financial statement reporting, monitoring and analysis of daily sales trends, providing insightful analysis around sales results including preparation of executive level presentation materials. This position provides strategic insights and support to many key stakeholders and leaders across The Annuities Business and Finance teams including, Sales Operations, National Sales Managers (NSMs), Strategic Relationship Management (SRM), The Annuities Financial Management team, Investor Relations, U.S. Businesses Finance, Business Intelligence and various Actuarial groups. Specific responsibilities may include but are not limited to collaborating with, motivating and influencing others and establishing processes and controls to insure accurate and timely reporting of monthly and quarterly close. Primary responsibilities include:

  • Manages controls and timely submission of the Quarterly Financial Statement (QFS) for Annuities Assets Under Management (AUM Roll forward) and Sales by distributionchannel
  • Responsible for preparation and timely submission of comprehensive monthly sales deck for senior management that provides insightful analysis of Annuities monthly sales results
  • Responsible for Quarterly Results Review Pages (QRRP) for Annuities Sales and AUM Roll Forward and provides supporting details to senior management prior to the quarterly earnings call
  • Responsible for the quarterly reconciliation and timely submission of the Product Manufacturer Report (PMR) for Annuities Separate Accounts
  • Manages all aspects of internal sales reporting and analysis including daily sales trend analysis vs. run rates and forecast
  • Responsible for the quarterly Investor Relations Q&A as related to Annuities Sales and AUM
  • Prepares executive level presentation materials for the monthly sales forecast deck
  • Preparation of internal management reporting documents and presentation to senior management as needed
  • Provides support for the implementation of the Top 25 Firm Scorecard
  • Ensures appropriate internal controls are maintained, including data accuracy and completeness.
  • Research and analysis for ad-hoc requests


  • Undergraduate degree in accounting or finance; MBA, CPA or CFA a plus
  • 5+ years of accounting / financial analysisexperience
  • Superior analytical skills
  • Strong Excel and PowerPoint skills; knowledge of Tableau is a plus
  • Collaborative and team-oriented leadership style; able to work independently to drive results while building relationships throughout the business
  • Strong project management skills with ability to manage multiple priorities
  • Excellent presentation and communication skills; ability to communicate results and influence at senior management level
  • Self-motivated and proactive
  • Great attention to detail and accuracy, due dates and deadlines
  • Ability to work in a fast-paced, agile environment
  • Highly motivated and creative problem solver; strategic thinker
  • Ability to work effectively as a team member

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.