Accounting/Finance/Treasury/Tax - Newark (NJ), NJ Director Planning & Analysis

About the position


Job Description:

This U.S. Businesses Planning and Analysis (P&A) team is primarily responsible for the forecasting, planning, and analysis of Prudential’s U.S. businesses.  The group has responsibility for consolidating the monthly and quarterly financial results of the six U.S. businesses: PGIM, Retirement, Group Insurance, Annuities, Individual Life and Assurance IQ.  This includes partnering with the individual business finance teams and Corporate Functions. The team develops presentations and analysis primarily for the COO and the CFO of the U.S. businesses but has significant interaction and exposure to other senior leaders within the Global Finance Community.  In addition to the forecasting, planning and analysis, the team also prepares quarterly actual results and analysis for the U.S. COO in support for Prudential’s quarterly earnings calls, which includes partnering with Investor Relations and staying current on key industry topics and competitors.

The Director, Planning & Analysis is a key leadership position that works closely with the various U.S. Businesses in multiple capacities.  This individual will lead a team to provide value-added, insightful and actionable analytics for the U.S. Businesses to help inform Senior Management to drive strategic decision making. The role will serve as a liaison between the COO and CFO of the U.S. Businesses with the individual businesses and the rest of the Global Finance Community. The candidate will develop a deep knowledge of Prudential’s U.S. Businesses strategy along with an understanding of each business.


  • Lead the consolidated P&A and monthly financial reporting process for the U.S. Businesses

  • Support of extensive sets of analysis, presentations, and adhoc requests for Senior Management

  • Business Knowledge and Strategy- in-depth understanding of the underlying performance and health of each of the six U.S. Businesses, including key business drivers/metrics and financial results, while also supporting the overall U.S. Businesses strategy.

  • Financial knowledge- understanding of U.S. GAAP and Stat financial results, capital, and cash flows.

  • Drive continuous automation and improvement of processes and output of the team.

  • Develop and enhance company and Global Finance Community talent management efforts- leadership of team and direct management of staff to accelerate individual performance, influence of an inclusive and diverse workforce, and attracting and retaining diverse talent


  • Undergraduate business degree in Finance, Accounting or related business fields

  • 7+ years of forecasting, planning and analysis, and financial reporting experience

  • Experience in working in Financial Services, particularly with Life Insurance, Annuities, Retirement and Asset Management

  • Superior analytical skills and financial modeling experience

  • Ability to interpret financial results extracting trends to provide valuable insights to the businesses and Senior Management

  • Strong and concise communication and presentation skills

  • Ability to build relationships and collaborate extensively with key business partners and stakeholders

  • Leadership and management experience, including development and coaching of teams and individuals

  • CPA, CFA and/or MBA preferred

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.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.

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

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.

Resources for Applicants