Manager, Planning & Analysis

Posted Yesterday
Be an Early Applicant
2 Locations
Hybrid
Senior level
Financial Services
The Role
Leads financial planning, forecasting, reporting, and analysis for Bermuda reinsurance entities. Interprets quarterly results, business drivers, and emerging issues; prepares executive insights and recommendations; supports reinsurance transactions and strategic initiatives; and partners with Finance, Actuarial, Treasury, Portfolio Management, and Risk teams. The role also drives process improvements, develops leadership presentations, and influences decision-making across functions and geographies.
Summary Generated by Built In

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.


#LI-RRJ

#LI-Hybrid

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

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, some of which may not be available in your area.

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 www.prudential.com 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, 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.

Skills Required

  • Bachelor's degree, preferably in Accounting, Finance, or a related field.
  • CPA, CFA, or equivalent professional designation.
  • Minimum of five years of progressively responsible experience in financial analysis, forecasting, reporting, or a related discipline.
  • Ability to lead complex end-to-end processes, manage competing priorities, and deliver high-quality work under challenging deadlines with limited oversight.
  • Strong analytical and problem-solving skills, including connecting financial results to business drivers and implications.
  • Strong presentation and communication skills for translating complex information to senior stakeholders.
  • 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 environment.
  • Flexibility to work additional hours during peak reporting periods.
  • Advanced degree.
  • Strong understanding of the insurance industry, including 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 of how market developments affect business priorities.

PGIM Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PGIM and has not been reviewed or approved by PGIM.

  • Healthcare Strength — Health coverage includes comprehensive medical, dental, and vision options, complemented by behavioral health programs and wellness reimbursements. On-site fitness centers and health coaching further support physical and mental well-being.
  • Retirement Support — Retirement programs feature a 401(k) with company match and a company-funded pension, with access to an employee stock purchase program. Student loan repayment assistance and savings plans add to long-term financial support.
  • Wellbeing & Lifestyle Benefits — Work-life balance is reinforced by flexible/hybrid work options, paid holidays and sick allowances, and amenities like gym access, free parking, and an affordable cafeteria in some locations. Tuition reimbursement, commuter benefits, and broad work/life resources extend lifestyle support.

PGIM Insights

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The Company
HQ: Newark, NJ
3,593 Employees

What We Do

PGIM, the investment management business of Prudential Financial, Inc.* is a multi-manager that delivers industry-leading strategies and solutions to clients. Each business maintains its own investment process and culture, allowing for a singular focus on delivering investment returns for clients. The PGIM businesses offer investors a wide range of investment strategies across asset classes and geographies, including public equities, public and private fixed income, commercial mortgages and real estate. Clients of PGIM can rely on superior long-term performance, risk management expertise and innovative products to help them realize a wide range of business objectives. In addition, PGIM uses its collective knowledge and business expertise to work with public, private and non-profit sector partners to create solutions that address critical social issues that have an enduring impact. *Prudential Financial, Inc. 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.

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