19 days old

Associate Manager Planning & Analysis - WSG0001N

Hartford, CT 06103
  • Job Code
Primary Location United States-Connecticut-Hartford

Prudentials Workplace Solutions Group (WSG), which comprises Prudentials Retirement and Group Insurance businesses serving over 23 million customers is seeking a highly analytical, motivated and strategic Planning & Analysis Associate Manager to support Expense Pricing, Allocations and Controls for the Retirement business.

The WSG Cost Optimization & Performance Measurement team is responsible for planning, forecasting, financial reporting, and business measurement for the Workplace Solutions Group segment.  This Associate Manager Expense Pricing, Allocations and Controls position will support the Retirement business, including both the Full Service (FS) and Institutional Investment Products (IIP) segments. The successful candidate will be responsible for providing support for expense metrics and models for pricing and allocations as well as supporting and monitoring key controls. This will include maintenance of models and key assumptions, allocation rules and methodology, collaborating with business partners on model enhancements, automation of models, and acting as a subject matter expert on all models and processes. The incumbent will develop deep product level knowledge of both the Full Service and Institutional Investment Product segments and be at the forefront of strategic developments as they impact expenses and pricing.  

Remote work available.

Primary responsibilities include:


  • Supporting the maintenance of Pricing, Acquisition, and Metric models maintained by team in support of Retirements Full Service and IIP Segments.
  • Working with the Manager, Pricing and controls to support annual product / segment allocation updates and underlying methodologies process, coordinating with Business and COPM Partners.
  • Produce executive management reporting materials to socialize results of pricing and allocation models / reviews.
  • Understand how business drivers impact models, incorporate this understanding into forward looking output and analysis 
  • Coordinate with Business Partners and Retirement Finance stakeholders on model enhancements and automation efforts.
  • Act as subject matter expert on all models and participate on cross functional teams as needed.
  • Maintain and champion the control environment for the team, including supporting key controls processes, Internal Audit requests, EUCS (end user computing solutions) support, Model Risk Management, and other necessary controls.
  • Support special projects or ad-hoc analysis
  • Develop and maintain relationships with our Actuarial partners to coordinate on assumptions, output, and model best practices.
  • Maintain expense methodologies, ensuring appropriate updates and documentation, as well as fit for purpose



  • Bachelors degree in Finance, Accounting or related field, with a minimum of 3-5 years of relevant experience
  • Advanced degree, MBA or CPA preferred
  • Discretion to deal with confidential information
  • Analytical and conceptual thinking skills, with the ability to problem solve. 
  • Customer focused with strong communication skills and the ability to effectively communicate financial results.
  • Self-motivated and proactive with strong time management and organizational skills
  • Agile and organized with the ability to prioritize and manage multiple demands. 
  • Able to apply knowledge of company objectives, operations, and key business drivers and of finance to evaluate business performance and contribute to operational and strategic decision-making.
  • Possesses ability to derive key expense metrics and influence business activities to optimize cost structure.
  • Organizational awareness and knowledge of business partner strategy.
  • Ability to thrive in a matrixed environment
  • Displays a Continuous improvement mindset.  Able to proactively identify, analyze, and improve upon existing processes for optimization and to meet new deadlines or standards of quality.
  • Uses appropriate applications and identifies opportunities to better leverage technology to complete tasks more efficiently and effectively.
  • Understands the need for a control environment and attention to detail.
  • Fast learner / early adopter of new technologies.
  • Proficient use of MS Office suite, Obero / Essbase knowledge a plus.
  • Ability to handle large volumes of data efficiently and in an exceptionally controlled environment.
  • Agile thinker who can support the Expense Transformation environment including adoption and implementation of new tools and processes.

@!*!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 companys 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. For more information please visit www.prudential.com.

Prudential is not accepting unsolicited resumes from search firms for this open position unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. All resumes submitted by search firms to any employee at Prudential via-email Internet or directly to hiring managers in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential and no fee will be paid in the event the candidate is hired by Prudential.
Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. Prudential has established and regularly maintains a preferred vendor list and even preferred vendors need to have a written search agreement signed by the Director Recruiting Programs Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.
Job Posting:@false


Posted: 2020-10-01 Expires: 2020-10-31

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Associate Manager Planning & Analysis - WSG0001N

Hartford, CT 06103

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