A key segment within Prudential Retirement is the Full Service segment which offers plan sponsors and their participants a broad range of products and services to assist in the delivery and administration of defined contribution, defined benefit and non-qualified retirement plans, including recordkeeping and administrative services, comprehensive investment offerings, and consulting services. The segment has $120 billion in account values. This position is responsible for forecasting all capital requirements, net customer flows (plan sales, plan lapses, and participant contributions and withdrawals), earnings, and investment cash flows for the Full Service segment. Additionally, this position is responsible for analyzing and communicating data and trends that will drive business decisions regarding participant activity, capital positions/flows and investment results. This position has significant interaction with Senior Finance Management within the division. Specific on-going responsibilities of this position include: · Maintain and enhance Full Service planning models consistently and efficiently while meeting deadlines. · Manage all aspects of cash flow forecasting and analysis; including monthly cash flow forecasts to senior management and quarterly/annual cash flow forecasts to business partners. · Responsible for various forecasting and attribution analysis of specialized items including investment income and equity market appreciation. · Miscellaneous ad hoc requests. · Working with Actuarial personnel on valuation and reporting matters such as DAC, VOBA, and reserves. · Opportunities to expand responsibilities include supporting other departments such as Pricing, Stable Value, and Expenses on a variety of analyses. Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce. Bachelors degree in Accounting, Finance, Actuarial Science or related field. MBA, CFA, or CPA preferredMinimum of 5 years experience in financial planning or reportingStrong analytical skills including the ability to identify interrelationships between components of financial information in order to identify key drivers of earnings and other significant trendsStrong communication skills are needed to effectively and concisely communicate results to different audiences in a manner that is meaningful to the recipientAbility to understand actuarial conceptsFinancial services industry experience a strong plus, especially in retirement and/or investments Advanced Excel skills required; Experience with relational databases (Access) strongly preferred
Manager, Financial Planning & Analysis Job in Hartford 06103, Connecticut US